23. Merit Financial Advisors

Rank: 23
Location: Alpharetta, GA
Website: www.meritfinancialadvisors.com

ALL ETF Holdings

$7,252,133,507

Total AUM

$3,488,894,129

Total ETF Assets

25,088

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. VUG: $189,153,487
  2. VOO: $185,865,381
  3. IUSV: $166,944,711
  4. IEFA: $138,104,197
  5. IVV: $125,299,337
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Large Cap Value Equities
  3. Foreign Large Cap Equities
  4. Volatility Hedged Equity
  5. Mortgage Backed Securities
Top 5 ETF Issuers
  1. Vanguard
  2. iShares
  3. Invesco
  4. Grantham, Mayo, Van Otterloo & Co. LLC
  5. American Century


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.meritfinancialadvisors.com 2025 Top 50 ETF Power Users