Hedge Fund Database

WEALTH MANAGEMENT ADVISORS, LLC

Adviser information for WEALTH MANAGEMENT ADVISORS, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location South Carolina, United States

Employees

Total Number of Employees 10
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 7
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 6
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,380 $465.3M
Non-Discretionary 0 $0
Total 1,380 $465.3M

Clients

Type Number RAUM
Individuals 524 $96.7M
HNW Individuals 181 $252.4M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 24 $27.9M
Charitable organizations 6 $4.0M
State or municipal gov entities <5 $661,067
Other investment advisers 0 $0
Insurance companies <5 $13.1M
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 7 $70.6M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees
Other Business Activities Registered representative of a broker-dealer

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 433.4M
Portfolio Manager to Program Sponsor
WEALTH MANAGEMENT ADVISORS, LLC WEALTH MANAGEMENT ADVISORS, LLC

Identifiers

SEC RIA File Number 801-79660
SEC ERA File Number 801-79660
SEC CIK Numbers 1728657
SEC CRD Numbers 171260
Legal Entity Identifier None

Principal Office

3 LEGACY PARK ROAD
SUITE A
GREENVILLE
SC
United States
Monday - Friday, 9:00 AM TO 5:00 PM
Tel: 864-236-4706, Fax: 864-236-4707

Websites

www.wagnerwealthmanagement.com www.yoursparechange.com www.facebook.com/wagnerwealth/ twitter.com/wagner_wealth www.linkedin.com/company/wagner-wealth-management-llc/about www.instagram/wagnerwealthmanagement.com

Chief Compliance Officer

DAN WAGNER
CEO
3 LEGACY PARK ROAD
SUITE A
GREENVILLE
SC
United States
Tel: 864-236-4706
Fax: 864-236-4707
(Full email address available in API data)

Regulatory Contact

MIMI EDWARDS
COO
3 LEGACY PARK ROAD
SUITE A
GREENVILLE
SC
United States
Tel: 864-236-4706
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WAGNER WEALTH MANAGEMENT, LLC Domestic Entity – MANAGING MEMBER 05/2014 > 75%
WAGNER, DAN, EDWARD Individual DEW HOLDINGS, LLC MEMBER 10/2013 > 75%
DEW HOLDINGS, LLC Domestic Entity WAGNER WEALTH MANAGEMENT, LLC MEMBER 10/2013 > 75%
WAGNER, DAN, EDWARD Individual – CEO/CCO 10/2013 < 5%
OSGOOD, JENNIFER, LYNN Individual – PRESIDENT 03/2023 < 5%
EDWARDS, MIRIAM, Goodwin Individual – COO 09/2017 < 5%

No. Employees, Historic

2010020202021202220232024202511 on 3/16/202011 on 6/30/202011 on 7/14/20208 on 9/29/202010 on 3/22/20219 on 8/19/20219 on 12/9/20219 on 1/5/20229 on 1/5/20229 on 3/29/20229 on 5/10/20229 on 8/30/20228 on 3/26/202310 on 3/28/2024

RAUM, Historic

500M250M0202020212022202320242025404396789 on 3/16/2020404396789 on 6/30/2020404396789 on 7/14/2020404396789 on 9/29/2020325145321 on 3/22/2021325145321 on 8/19/2021325145321 on 12/9/2021325145321 on 1/5/2022325145321 on 1/5/2022425452466 on 3/29/2022425452466 on 5/10/2022425452466 on 8/30/2022379471671 on 3/26/2023465312217 on 3/28/2024

No. Clients, Historic

9004500202020212022202320242025808 on 3/16/2020808 on 6/30/2020808 on 7/14/2020808 on 9/29/2020812 on 3/22/2021812 on 8/19/2021812 on 12/9/2021812 on 1/5/2022812 on 1/5/2022855 on 3/29/2022855 on 5/10/2022855 on 8/30/2022882 on 3/26/2023745 on 3/28/2024

Holdings

From latest 13F, filed July 18th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMAZON COM INC COM 2M 9K –
INVESCO QQQ TR UNIT SER 1 3M 7K –
GOLDMAN SACHS ETF TR ACTIVEBETA INT 224K 7K –
JOHNSON & JOHNSON COM 667K 5K –
INVESCO EXCHANGE TRADED FD T HIG YLD EQ DIV 18K 925 –
VANGUARD INDEX FDS EXTEND MKT ETF 19K 110 –
COSTCO WHSL CORP NEW COM 298K 351 –
FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 1M 13K –
FIRST TR EXCHANGE TRADED FD MATERIALS ALPH 34K 529 –
GOLDMAN SACHS GROUP INC COM 601K 1K –
GENERAL MLS INC COM 419K 7K –
TRUIST FINL CORP COM 305K 8K –
INTEL CORP COM 564K 18K –
FIRST TR EXCH TRADED FD III RIVR FRNT DYN 785 12 –
INVESCO SR INCOME TR COM 279K 65K –
MERCK & CO INC COM 725K 6K –
SPDR S&P 500 ETF TR TR UNIT 2M 4K –
MASTERCARD INCORPORATED CL A 323K 733 –
GOLDMAN SACHS ETF TR HEDGE IND ETF 11K 100 –
BLACKROCK FLOATING RATE INC COM 508K 40K –
VERIZON COMMUNICATIONS INC COM 3M 68K –
PEPSICO INC COM 631K 4K –
EATON VANCE SR FLTNG RTE TR COM 140K 11K –
FIRST TR EXCHANGE TRADED FD ENERGY ALPHADX 2K 121 –
HOME DEPOT INC COM 1M 4K –
GOLDMAN SACHS ETF TR ACTIVEBETA US 127 2 –
SOUTHERN CO COM 772K 10K –
SCHWAB STRATEGIC TR INTL EQTY ETF 28K 720 –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 30K 587 –
FS KKR CAP CORP COM 203K 10K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 3K –
ALPHABET INC CAP STK CL A 470K 3K –
SCHWAB STRATEGIC TR INTL SCEQT ETF 5K 134 –
MICROSOFT CORP COM 4M 10K –
INVESCO EXCH TRADED FD TR II CEF INM COMPSI 59K 3K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 78K 2K –
VANGUARD INDEX FDS MID CAP ETF 215K 890 –
INNOVATOR ETFS TRUST US EQTY PWR BUF 77K 2K –
TESLA INC COM 717K 4K –
SOUTHERN FIRST BANCSHARES COM 331K 11K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 75K 2K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 80K 2K –
SCHWAB STRATEGIC TR SHT TM US TRES 14K 294 –
PIMCO HIGH INCOME FD COM SHS 85K 18K –
SCHWAB STRATEGIC TR US TIPS ETF 5K 101 –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 1K 23 –
DOW INC COM 327K 6K –
FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 3K 44 –
INNOVATOR ETFS TRUST US EQT PWR BUF 69K 2K –
J P MORGAN EXCHANGE TRADED F BETABLDRS 1-5YR 25 1 –
INNOVATOR ETFS TRUST US EQTY PWR BUF 71K 2K –
CROWDSTRIKE HLDGS INC CL A 390K 1K –
GOLDMAN SACHS ETF TR ACES ULTRA SHR 29K 568 –
INNOVATOR ETFS TRUST US EQTY PWR BF 73K 2K –
ELI LILLY & CO COM 360K 398 –
SCHWAB STRATEGIC TR US REIT ETF 10K 487 –
INNOVATOR ETFS TRUST US EQTY PWR BUF 72K 2K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 74K 2K –
EATON VANCE SR INCOME TR SH BEN INT 69K 11K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 70K 2K –
DUKE ENERGY CORP NEW COM NEW 2M 20K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 75K 2K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 61K 2K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 18M 319K –
INVESCO EXCHANGE TRADED FD T SEMICONDUCTORS 1K 21 –
SCHWAB STRATEGIC TR US AGGREGATE B 73K 2K –
ENERGY TRANSFER L P COM UT LTD PTN 1M 70K –
FIRST TR EXCHANGE-TRADED FD INTL DEV STRNGTH 205 6 –
FS CREDIT OPPORTUNITIES CORP COMMON STOCK 22M 4M –
J P MORGAN EXCHANGE TRADED F ACTIVEBLDRS EMER 5M 139K –
INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 1K 54 –
VANGUARD INDEX FDS VALUE ETF 33K 208 –
J P MORGAN EXCHANGE TRADED F INCOME ETF 18M 388K –
FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 25K 295 –
META PLATFORMS INC CL A 313K 621 –
PIMCO DYNAMIC INCOME FD SHS 12M 614K –
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 645K 21K –
J P MORGAN EXCHANGE TRADED F MKT EXPN ENHNCD 16M 288K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 2M 40K –
J P MORGAN EXCHANGE TRADED F INTRNL RES EQT 5M 82K –
J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 11M 149K –
BROADCOM INC COM 2M 1K –
BLACKROCK FLOATING RATE INCO COM 2M 121K –
ROYAL BK CDA COM 609K 6K –
ENBRIDGE INC COM 262K 7K –
NVIDIA CORPORATION COM 1M 11K –
EATON VANCE TX ADV GLBL DIV COM 1M 78K –
ABBVIE INC COM 652K 4K –
INVESCO EXCHANGE TRADED FD T INTL DIVI ACHI 14K 807 –
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 13K 175 –
BLACKROCK ETF TRUST II FLEXIBLE INCOME 315K 6K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 305K 2K –
J P MORGAN EXCHANGE TRADED F JPMORGAM LTD DUR 5K 90 –
MOBILE INFRASTRUCTURE CORP COM SHS 35K 10K –
GENERAL DYNAMICS CORP COM 248K 856 –
MCDONALDS CORP COM 233K 913 –
RITHM CAPITAL CORP COM NEW 128K 12K –
FIRST TR EXCHANGE-TRADED FD INTERMEDIATE DUR 3K 145 –
J P MORGAN EXCHANGE TRADED F U S TECH LEADERS 118K 2K –
AT&T INC COM 3M 137K –
SELECT SECTOR SPDR TR ENERGY 68K 750 –
GE AEROSPACE COM NEW 249K 2K –
PIONEER MUNICIPAL HIGH INCOM COM SHS 605K 66K –
WELLS FARGO CO NEW COM 399K 7K –
LOCKHEED MARTIN CORP COM 326K 698 –
JPMORGAN CHASE & CO. COM 893K 4K –
CHEVRON CORP NEW COM 553K 4K –
BANK AMERICA CORP COM 298K 7K –
WALMART INC COM 313K 5K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 8M 154K –
INTERNATIONAL BUSINESS MACHS COM 2M 13K –
TEXAS INSTRS INC COM 287K 1K –
FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 89K 2K –
PFIZER INC COM 252K 9K –
GILEAD SCIENCES INC COM 541K 8K –
ALPHABET INC CAP STK CL C 1M 7K –
INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 1K 64 –
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 26K 167 –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 2M 9K –
ARISTA NETWORKS INC COM 340K 971 –
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 4K 69 –
INVESCO EXCH TRADED FD TR II EQUAL WEGT 0-30 6K 218 –
FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 28K 585 –
LAM RESEARCH CORP COM 395K 371 –
PHILIP MORRIS INTL INC COM 610K 6K –
PARKER-HANNIFIN CORP COM 343K 679 –
ALTRIA GROUP INC COM 601K 13K –
CITIGROUP INC COM NEW 598K 9K –
CADENCE DESIGN SYSTEM INC COM 227K 738 –
EXXON MOBIL CORP COM 2M 18K –
FIRST TR VALUE LINE DIVID IN SHS 5M 121K –
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 248K 5K –
NOVO-NORDISK A S ADR 411K 3K –
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 25K 459 –
APPLE INC COM 6M 28K –
UNITED CMNTY BKS BLAIRSVLE G COM 269K 11K –
GOLDMAN SACHS ETF TR ACTIVEBETA US LG 25K 237 –
FIRST TR DOW JONES SELECT MI COM SHS ANNUAL 368K 6K –
INVESCO EXCH TRADED FD TR II PFD ETF 677K 59K –
SELECT SECTOR SPDR TR TECHNOLOGY 49K 217 –
FIRST TR EXCHANGE TRADED FD UTILITIES ALPH 7K 203 –
INVESCO EXCHANGE TRADED FD T S&P MIDCAP 400 63K 548 –
VANGUARD INDEX FDS TOTAL STK MKT 41K 152 –
INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 690K 38K –
ISHARES TR LATN AMER 40 ETF 7K 300 –
VANGUARD INDEX FDS REAL ESTATE ETF 4K 48 –
FIRST TR EXCHANGE-TRADED FD NASDAQ BK ETF 4M 166K –
FIRST TR EXCHANGE-TRADED FD NASDQ OIL GAS 1K 41 –
PACER FDS TR US CASH COWS 100 367K 7K –
POWERSHARES ACTIVELY MANAGED VAR RATE INVT 4M 145K –
FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 93K 2K –
BP PLC SPONSORED ADR 246K 7K –
PACER FDS TR PACER US SMALL 122K 3K –
FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 1M 27K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 39K 267 –
FIRST TR EXCH TRADED FD III INSTL PFD SECS 306K 17K –
SCHWAB STRATEGIC TR US SML CAP ETF 19K 399 –
SCHWAB STRATEGIC TR US LRG CAP ETF 298K 5K –
SCHWAB STRATEGIC TR US LCAP GR ETF 10K 101 –
PIMCO ETF TR ENHAN SHRT MA AC 61K 608 –
ISHARES TR CORE S&P SCP ETF 227K 2K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 6K 211 –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 12M 346K –
FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 23M 455K –
FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 28M 1M –
INVESCO VALUE MUN INCOME TR COM 472K 38K –
VANGUARD INDEX FDS SMALL CP ETF 612K 3K –
J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 5K 98 –
PIMCO ETF TR SHTRM MUN BD ACT 16K 322 –
SELECT SECTOR SPDR TR FINANCIAL 42K 1K –
PIMCO ETF TR INTER MUN BD ACT 23K 437 –
INVESCO EXCH TRADED FD TR II TAXABLE MUN BD 1K 48 –
VANGUARD INDEX FDS S&P 500 ETF SHS 53K 105 –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 37K 228 –
POWERSHARES ACTIVELY MANAGED ULTRA SHRT DUR 43K 871 –
PIMCO ETF TR INV GRD CRP BD 38K 395 –
INVESCO EXCH TRADED FD TR II KBW PREM YIELD 1K 59 –
INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 9K 207 –
INVESCO EXCH TRADED FD TR II S&P SMLCP STAP 10K 287 –
ISHARES TR RUSSELL 2000 ETF 394K 2K –
INVESCO EXCH TRADED FD TR II SR LN ETF 1M 52K –
SCHWAB STRATEGIC TR 5 10YR CORP BD 2K 45 –
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 53K 821 –
INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 4K 35 –
FIRST TR EXCHANGE-TRADED FD LNG DUR OPRTUN 6K 272 –
INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT 4K 60 –
FIRST TR EXCHNG TRADED FD VI FT VEST LADDERED 969K 34K –
FIRST TR EXCHNG TRADED FD VI TCW SECURITIZED 9K 440 –
FIRST TR EXCHANGE TRADED FD CLOUD COMPUTING 39K 406 –
FIRST TR EXCHANGE-TRADED ALP SML CAP VAL ALPH 188K 4K –
FIRST TR EXCHANGE-TRADED ALP SML CP GRW ALP 195K 3K –
FIRST TR EXCHNG TRADED FD VI FT VEST UQ EQT 128K 3K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 208K 3K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 90K 3K –
VISA INC COM CL A 351K 1K –
FIRST TR EXCHNG TRADED FD VI FT VEST NAS 24K 856 –
ISHARES TR MSCI USA MIN VOL 678K 8K –
PIMCO ETF TR ACTIVE BD ETF 219K 2K –
FIRST TR EXCHNG TRADED FD VI SKYBRIDGE CRYPTO 1K 100 –
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 253K 2K –
ISHARES TR MSCI INDIA ETF 142K 3K –
ISHARES TR CMBS ETF 50K 1K –
INVESCO EXCH TRADED FD TR II S&P INTL LOW 279K 10K –
FIRST TR EXCHANGE-TRADED FD LIMITED DURATION 16K 838 –
POWERSHARES ACTIVELY MANAGED TOTAL RETURN 1K 28 –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 213K 6K –
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50 3K 66 –
AB ACTIVE ETFS INC ULTRA SHORT INCM 401K 8K –
FIRST TR EXCHANGE-TRADED FD FT VEST RIS 35K 1K –
SSGA ACTIVE ETF TR GLOBL ALLO ETF 237K 5K –
INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 14K 263 –
FIRST TR EXCHANGE TRADED FD GROWTH STRENGTH 610 20 –
POWERSHARES ACTIVELY MANAGED INVSCO HY BD FCT 3K 145 –
AB ACTIVE ETFS INC US HIGH DIVIDEND 5M 71K –
AB ACTIVE ETFS INC HIGH YIELD ETF 15M 425K –
FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 1M 26K –
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY 168K 3K –
BLACKSTONE INC COM 478K 4K –
INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 1K 24 –
SSGA ACTIVE ETF TR BLACKSTONE SENR 615K 15K –
FIRST TR EXCH TRADED FD III FT VEST TEC 68K 3K –
AB ACTIVE ETFS INC US LOW VOLATIL 7M 104K –
AB ACTIVE ETFS INC US LARGE CAP STR 5M 76K –
AB ACTIVE ETFS INC CORE PLUS BD ETF 10M 292K –
FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 2M 54K –
POWERSHARES ACTIVELY MANAGED SHORT DRTN BOND 164K 7K –
ISHARES TR ISHARES BIOTECH 10K 75 –
SCHWAB STRATEGIC TR FUNDAMENTAL US S 1K 21 –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 11K 169 –
SELECT SECTOR SPDR TR SBI CONS DISCR 33K 179 –
SELECT SECTOR SPDR TR INDL 221K 2K –
ISHARES TR U.S. TECH ETF 39K 260 –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 834 24 –
SCHWAB STRATEGIC TR FUNDAMENTAL EMER 976 33 –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 7K 213 –
PROSHARES TR S&P 500 DV ARIST 1M 10K –
AMBEV SA SPONSORED ADR 23K 11K –
FIRST TR EXCHANGE-TRADED FD S&P INTL DIVID 9M 546K –
INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO 116K 1K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL IND 13K 295 –
PIMCO ETF TR ENHNCD LW DUR AC 87 1 –
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 88K 2K –
ISHARES TR IBOXX INV CP ETF 6K 53 –
INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 4K 44 –
ISHARES TR CORE US AGGBD ET 97 1 –
ISHARES TR 20 YR TR BD ETF 3K 31 –
FIRST TR EXCH TRADED FD III LNG/SHT EQUITY 1K 22 –
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 182K 5K –
ISHARES TR GLOBAL ENERG ETF 17K 400 –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 48K 989 –
LATTICE STRATEGIES TR HARTFRD EMRG ETF 362 15 –
LATTICE STRATEGIES TR HARTFORD MLT SML 88K 2K –
LATTICE STRATEGIES TR HARTFORD US EQTY 1M 23K –
LATTICE STRATEGIES TR HARTFORD MLT ETF 82K 3K –
FIRST TR EXCH TRADED FD III EME MRK BD ETF 351K 13K –
FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 467K 8K –
ISHARES TR CORE S&P MCP ETF 161K 3K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 264K 9K –
ISHARES TR MSCI EAFE ETF 16K 200 –
ISHARES TR RUS 1000 ETF 910K 3K –