2. Carson Wealth

Rank: 2
Location: Omaha, NE
Total Assets: $18,849,130,496
ETF Assets: $8,956,914,688
Website: www.carsonwealth.com

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

All ETF Holdings

Number of ETFs: 925
Total Value of All ETF Holdings: $8,956,914,688
Number of Issuers: 77
Number of Sectors: 65
  • Top 5 ETF Holdings
    1. IVV: $1,107,916,000
    2. ESGU: $605,160,000
    3. GOVT: $313,141,000
    4. MTUM: $260,754,000
    5. EFV: $249,520,000
  • Top 5 ETF Sectors
    1. Large Cap Growth Equities
    2. Government Bonds
    3. Foreign Large Cap Equities
    4. Total Bond Market
    5. Asia Pacific Equities
  • Top 5 ETF Issuers
    1. iShares
    2. PIMCO
    3. Schwab
    4. State Street SPDR
    5. WisdomTree

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.carsonwealth.com 2023 Top 100 ETF Power Users