14. Merit Financial

Rank: 14
Location: Alpharetta, GA
Total Assets: $3,681,709,824
ETF Assets: $1,858,898,816
Website: www.meritfinancialadvisors.com

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

All ETF Holdings

Number of ETFs: 284
Total Value of All ETF Holdings: $1,858,898,816
Number of Issuers: 33
Number of Sectors: 46
  • Top 5 ETF Holdings
    1. SCHD: $244,630,816
    2. VUG: $190,713,991
    3. VTI: $150,216,552
    4. BSV: $127,732,479
    5. VOO: $120,313,520
  • Top 5 ETF Sectors
    1. Large Cap Blend Equities
    2. Large Cap Growth Equities
    3. Total Bond Market
    4. Health & Biotech Equities
    5. Large Cap Value Equities
  • Top 5 ETF Issuers
    1. Schwab
    2. Vanguard
    3. Invesco
    4. iShares
    5. State Street SPDR

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.meritfinancialadvisors.com 2023 Top 100 ETF Power Users