72. Advocacy Wealth Management

Rank: 72
Location: Atlanta, GA
Total Assets: $1,114,785,408
ETF Assets: $757,082,624

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

All ETF Holdings

Number of ETFs: 39
Total Value of All ETF Holdings: $757,082,624
Number of Issuers: 12
Number of Sectors: 30

  • Top 5 ETF Holdings
    1. SLQD: $88,491,855
    2. SPSB: $88,470,532
    3. OVL: $78,604,340
    4. VOO: $73,435,330
    5. XLV: $52,745,121
  • Top 5 ETF Sectors
    1. Corporate Bonds
    2. Large Cap Growth Equities
    3. Health & Biotech Equities
    4. Government Bonds
    5. All Cap Equities
  • Top 5 ETF Issuers
    1. State Street SPDR
    2. Liquid Strategies, LLC
    3. Vanguard
    4. iShares
    5. Fidelity

Top 20 ETF Holdings


ETF Ownership - By Year


ETF Ownership - By Quarter




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

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