33. Annex Wealth

Rank: 33
Location: Elm Grove, WI
Total Assets: $4,595,179,008
ETF Assets: $1,200,150,272
Website: www.annexwealth.com

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

All ETF Holdings

Number of ETFs: 70
Total Value of All ETF Holdings: $1,200,150,272
Number of Issuers: 14
Number of Sectors: 27
  • Top 5 ETF Holdings
    1. VTI: $234,899,225
    2. VB: $199,701,936
    3. COWZ: $118,920,892
    4. AVUV: $99,743,254
    5. TLH: $96,681,439
  • Top 5 ETF Sectors
    1. Large Cap Growth Equities
    2. Small Cap Growth Equities
    3. Large Cap Blend Equities
    4. Small Cap Blend Equities
    5. Government Bonds
  • Top 5 ETF Issuers
    1. Vanguard
    2. Pacer
    3. American Century
    4. State Street SPDR
    5. VanEck

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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

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