Rank: 19
Location: Atlanta, GA
Total Assets: $4,224,196,096
ETF Assets: $1,561,165,952
Website: www.yourwealth.com
Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22
All ETF Holdings
Number of ETFs: 161
Total Value of All ETF Holdings: $1,561,165,952
Number of Issuers: 16
Number of Sectors: 38
- Top 5 ETF Holdings
- DGRO: $319,467,000
- ANGL: $97,121,000
- SMDV: $90,352,000
- EMLP: $84,711,000
- XLV: $79,458,000
- Top 5 ETF Sectors
- Large Cap Growth Equities
- High Yield Bonds
- Small Cap Blend Equities
- All Cap Equities
- Health & Biotech Equities
- Top 5 ETF Issuers
- iShares
- VanEck
- ProShares
- First Trust
- State Street SPDR
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.