68. Accredited Investors Wealth Management

Rank: 68
Location: Edina, MN
Total Assets: $3,383,260,672
ETF Assets: $811,192,768
Website: www.accredited.com

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 67
Total Value of All ETF Holdings: $811,192,768
Number of Issuers: 10
Number of Sectors: 19
  • Top 5 ETF Holdings
    1. EFA: $83,774,274
    2. SPYV: $72,404,556
    3. IJR: $67,336,784
    4. AVDV: $62,169,880
    5. EFV: $52,424,514
  • Top 5 ETF Sectors
    1. Foreign Large Cap Equities
    2. Large Cap Value Equities
    3. Small Cap Growth Equities
    4. Foreign Small & Mid Cap Equities
    5. Large Cap Growth Equities
  • Top 5 ETF Issuers
    1. iShares
    2. State Street SPDR
    3. American Century
    4. Schwab
    5. Invesco

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



< Prev
Back To List
Next >

For details on how firms qualified for this list, please see our METHODOLOGY.

https://www.accredited.com 2023 Top 100 ETF Power Users