59. McKinley Carter Wealth Services

Rank: 59
Location: Wheeling, WV
Total Assets: $2,094,889,600
ETF Assets: $869,426,112

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

All ETF Holdings

Number of ETFs: 139
Total Value of All ETF Holdings: $869,426,112
Number of Issuers: 18
Number of Sectors: 34

  • Top 5 ETF Holdings
    1. VEA: $84,968,448
    2. AGG: $80,909,861
    3. IWB: $47,997,331
    4. IGSB: $46,983,405
    5. IVV: $45,536,088
  • Top 5 ETF Sectors
    1. Foreign Large Cap Equities
    2. Total Bond Market
    3. Large Cap Growth Equities
    4. Corporate Bonds
    5. Large Cap Value Equities
  • Top 5 ETF Issuers
    1. Vanguard
    2. iShares
    3. Pacer
    4. PIMCO
    5. Schwab

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.

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