36. Circle Wealth Management

Rank: 36
Location: Summit, NJ
Website: www.circlewm.com

ALL ETF Holdings

$10,174,361,288

Total AUM

$2,476,912,104

Total ETF Assets

958

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. IWF: $517,458,699
  2. SPY: $440,097,884
  3. IVV: $401,593,495
  4. IJH: $267,257,248
  5. IJR: $243,799,561
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Mid Cap Growth Equities
  3. Small Cap Growth Equities
  4. Large Cap Blend Equities
  5. Commodities
Top 5 ETF Issuers
  1. iShares
  2. Vanguard
  3. Schwab
  4. State Street SPDR
  5. Roundhill


Top 20 ETF Holdings

ETF Ownership – By Year

ETF Ownership – By Quarter

Notes:
• ETF data as of December 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.circlewm.com 2025 Top 50 ETF Power Users