Rank: 78
Location: Hoffman Estates, IL
Total Assets: $1,068,659,264
ETF Assets: $725,648,576
Website: www.ccpwealth.com
Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22
All ETF Holdings
Number of ETFs: 123
Total Value of All ETF Holdings: $725,648,576
Number of Issuers: 15
Number of Sectors: 32
- Top 5 ETF Holdings
- DGRW: $69,408,688
- NEAR: $57,615,216
- INTF: $43,740,419
- LRGF: $43,473,095
- ICSH: $41,270,343
- Top 5 ETF Sectors
- Large Cap Growth Equities
- Total Bond Market
- Foreign Large Cap Equities
- Large Cap Blend Equities
- Corporate Bonds
- Top 5 ETF Issuers
- WisdomTree
- iShares
- State Street SPDR
- Schwab
- First Trust
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.