4. Wealth Enhancement Advisory Services

Rank: 4
Location: Plymouth, MN
Website: www.wealthenhancement.com

ALL ETF Holdings

$72,024,609,099

Total AUM

$22,444,706,309

Total ETF Assets

154,394

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. IVV: $2,874,119,844
  2. AGG: $1,020,631,676
  3. IMTM: $672,943,739
  4. VWO: $542,004,588
  5. FNDF: $533,990,293
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Total Bond Market
  3. Foreign Large Cap Equities
  4. Emerging Markets Equities
  5. Small Cap Growth Equities
Top 5 ETF Issuers
  1. iShares
  2. Vanguard
  3. Schwab
  4. JPMorgan
  5. Invesco


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.wealthenhancement.com 2024 Top 50 ETF Power Users