34. HBKS Wealth Advisors

Rank: 34
Location: Erie, PA
Website: www.hbkswealth.com

ALL ETF Holdings

$6,504,509,773

Total AUM

$2,557,392,240

Total ETF Assets

20,275

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. SCHX: $745,001,633
  2. VCRB: $544,893,614
  3. VEA: $328,393,977
  4. DFVX: $225,569,996
  5. SCHB: $69,563,020
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Foreign Large Cap Equities
  3. National Munis
  4. Mortgage Backed Securities
  5. Emerging Markets Equities
Top 5 ETF Issuers
  1. Schwab
  2. Vanguard
  3. Dimensional
  4. OppenheimerFunds
  5. First Trust


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.hbkswealth.com 2025 Top 50 ETF Power Users