21. Integrated Wealth Concepts

Rank: 21
Location: Waltham, MA
Website: www.integratedwealthcllc.com

ALL ETF Holdings

$12,394,481,000

Total AUM

$4,737,766,981

Total ETF Assets

44,485

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. IVV: $192,431,630
  2. QUAL: $174,955,386
  3. BKLC: $144,239,648
  4. SCHX: $91,779,685
  5. DFAC: $76,722,298
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Large Cap Blend Equities
  3. Foreign Large Cap Equities
  4. National Munis
  5. Total Bond Market
Top 5 ETF Issuers
  1. iShares
  2. BNY Mellon
  3. Schwab
  4. Dimensional
  5. Main Management


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.integratedwealthcllc.com 2024 Top 50 ETF Power Users