10. Avantax Advisory Services

Rank: 10
Location: Dallas, TX
Website: www.avantax.com

ALL ETF Holdings

$41,695,726,722

Total AUM

$8,772,793,045

Total ETF Assets

131,534

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. VONG: $933,042,959
  2. IVV: $889,413,908
  3. SCHD: $626,913,966
  4. IEFA: $408,928,152
  5. BSV: $401,865,317
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Large Cap Blend Equities
  3. Foreign Large Cap Equities
  4. Total Bond Market
  5. Small Cap Growth Equities
Top 5 ETF Issuers
  1. Vanguard
  2. iShares
  3. Schwab
  4. Pacer
  5. JPMorgan


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.avantax.com 2024 Top 50 ETF Power Users