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VanEck Intermediate Muni ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
76
Empirical Wealth Management
Washington
$1.14M +$264K +5,863 +32%
1IA
77
1834 Investment Advisors
Wisconsin
$1.09M
SWM
78
SigFig Wealth Management
California
$1.06M -$744K -16,529 -42%
RCS
79
Retirement Capital Strategies
California
$1.01M +$968K +21,495 New
RPCA
80
Running Point Capital Advisors
California
$969K -$355K -7,874 -28%
BAAM
81
Baker Avenue Asset Management
California
$946K +$6.17K +137 +0.7%
AA
82
Alesco Advisors
New York
$915K +$171K +3,800 +24%
Envestnet Portfolio Solutions
83
Envestnet Portfolio Solutions
Illinois
$911K +$437K +9,707 +100%
PAG
84
Private Advisor Group
New Jersey
$872K -$16K -356 -2%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$848K -$173K -3,843 -18%
OWA
86
Opal Wealth Advisors
New York
$808K +$773K +17,178 New
WIM
87
Westside Investment Management
California
$758K +$174K +3,870 +32%
PFA
88
Petra Financial Advisors
Colorado
$728K
NRI
89
NFP Retirement Inc
California
$671K -$87.8K -1,950 -12%
Creative Planning
90
Creative Planning
Kansas
$667K +$1.35K +30 +0.2%
KAS
91
Kestra Advisory Services
Texas
$653K +$625K +13,877 New
SSWM
92
Sheets Smith Wealth Management
North Carolina
$640K
MWM
93
MY Wealth Management
Maryland
$637K
ACP
94
Aveo Capital Partners
Colorado
$614K -$1.59M -35,224 -73%
SFG
95
StrategIQ Financial Group
Indiana
$610K -$97.5K -2,165 -14%
AIP
96
Ameritas Investment Partners
Nebraska
$605K +$74.8K +1,661 +15%
CCA
97
Clearwater Capital Advisors
Illinois
$573K
PO
98
Private Ocean
California
$546K
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$543K -$143K -3,187 -22%
PTC
100
Private Trust Company
Ohio
$535K +$33.1K +735 +7%