47. Baystate Wealth

Rank: 47
Location: Boston, MA
Total Assets: $1,571,527,424
ETF Assets: $966,806,976
Website: www.baystatewealth.com

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

All ETF Holdings

Number of ETFs: 301
Total Value of All ETF Holdings: $966,806,976
Number of Issuers: 35
Number of Sectors: 49
  • Top 5 ETF Holdings
    1. PRF: $90,579,000
    2. IWY: $78,434,000
    3. IVV: $67,455,000
    4. SPDW: $57,668,000
    5. ICSH: $56,525,000
  • Top 5 ETF Sectors
    1. Large Cap Blend Equities
    2. Large Cap Growth Equities
    3. Foreign Large Cap Equities
    4. Corporate Bonds
    5. All Cap Equities
  • Top 5 ETF Issuers
    1. Invesco
    2. iShares
    3. State Street SPDR
    4. Vanguard
    5. Hartford

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.baystatewealth.com 2023 Top 100 ETF Power Users