35. Forvis Wealth Advisors

Rank: 35
Location: Springfield, MO
Website: www.forvismazars.us

ALL ETF Holdings

$7,888,121,845

Total AUM

$3,183,314,849

Total ETF Assets

12,298

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. VTI: $976,844,752
  2. VEU: $360,964,271
  3. AGG: $120,664,250
  4. SCHB: $104,342,532
  5. FBND: $96,813,522
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Foreign Large Cap Equities
  3. Total Bond Market
  4. Large Cap Blend Equities
  5. Global Equities
Top 5 ETF Issuers
  1. Vanguard
  2. iShares
  3. Schwab
  4. Fidelity
  5. Dimensional


Top 20 ETF Holdings

ETF Ownership – By Year

ETF Ownership – By Quarter

Notes:
• ETF data as of March 31, 2024.
• Assets under management are as reported on the firm’s form ADV Part I as of March 31st of any given year.


For details on how firms qualified for this list, please see our Methodology.



https://www.forvismazars.us 2024 Top 50 ETF Power Users