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VanEck Intermediate Muni ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WSFS
151
Wilmington Savings Fund Society
Delaware
$43K +$42.5K +916 New
FFA
152
Farther Finance Advisors
California
$41.8K +$27.3K +588 +194%
CTWM
153
Cherry Tree Wealth Management
Minnesota
$32.8K – – –
GFPC
154
Global Financial Private Client
Florida
$31.9K – – –
VanEck Associates
155
VanEck Associates
New York
$30K +$186 +4 +0.6%
AWM
156
AllSquare Wealth Management
New York
$24.6K – – –
GM
157
GeoWealth Management
Illinois
$20.5K +$20.3K +437 New
TFGT
158
TS Financial Group (TSFG)
Illinois
$15K – – –
US Bancorp
159
US Bancorp
Minnesota
$14.1K -$460K -9,902 -97%
William Blair & Company
160
William Blair & Company
Illinois
$9.39K – – –
BWL
161
Bogart Wealth LLC
Virginia
$8.12K +$8.04K +173 New
S
162
SignatureFD
Georgia
$6.1K – – –
Simplex Trading
163
Simplex Trading
Illinois
$4K +$4.92K +106 New
VWM
164
Valley Wealth Managers
New Jersey
$2.44K – – –
DFA
165
DHJJ Financial Advisors
Illinois
$188 – – –
HNB
166
Huntington National Bank
Ohio
$47 – – –
AEPWM
167
Atlantic Edge Private Wealth Management
Florida
$1 – – –
Jane Street
168
Jane Street
New York
– -$17.1M -374,047 Closed
Kovitz Investment Group Partners
169
Kovitz Investment Group Partners
Illinois
– -$4.01M -87,556 Closed
RCS
170
Retirement Capital Strategies
California
– -$1.14M -24,975 Closed
Baird Financial Group
171
Baird Financial Group
Wisconsin
– -$740K -16,152 Closed
RA
172
RFG Advisory
Alabama
– -$421K -9,186 Closed
AAS
173
Avantax Advisory Services
Texas
– -$322K -7,031 Closed
FM
174
Foster & Motley
Ohio
– -$265K -5,772 Closed
KL
175
KWMG LLC
Kansas
– -$261K -5,704 Closed