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VanEck Mortgage REIT Income ETF
MORT

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1
IEQ Capital
California
$32.3M +$29.5M +1,926,700 New
GI
2
Gradient Investments
Minnesota
$11.3M -$166K -10,853 -1%
Bank of America
3
Bank of America
North Carolina
$7.69M +$4.56M +297,349 +184%
Morgan Stanley
4
Morgan Stanley
New York
$6.46M -$470K -30,638 -7%
Citadel Advisors
5
Citadel Advisors
Florida
$5.78M +$5.29M +344,897 New
LPL Financial
6
LPL Financial
California
$3.42M +$499K +32,513 +19%
AWM
7
Adams Wealth Management
Utah
$2.05M -$95.1K -6,201 -5%
CAN
8
Cetera Advisor Networks
California
$1.71M -$5.89K -384 -0.4%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.57M +$9.55K +623 +0.7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.32M +$59.4K +3,873 +5%
AFP
11
Ausdal Financial Partners
Iowa
$1.23M +$66.3K +4,324 +6%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.23M +$77.9K +5,079 +7%
FHC
13
First Heartland Consultants
Missouri
$907K +$12.6K +820 +2%
IFG
14
Independent Financial Group
California
$894K +$75.9K +4,950 +10%
UBS Group
15
UBS Group
Switzerland
$876K +$128K +8,342 +19%
Goldman Sachs
16
Goldman Sachs
New York
$633K +$580K +37,796 New
MML Investors Services
17
MML Investors Services
Massachusetts
$622K +$41K +2,675 +8%
SWA
18
Stratos Wealth Advisors
Ohio
$601K +$270K +17,634 +97%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$575K +$87.7K +5,718 +20%
KAS
20
Kestra Advisory Services
Texas
$499K +$231K +15,037 +101%
Creative Planning
21
Creative Planning
Kansas
$476K +$120K +7,819 +38%
PA
22
PFG Advisors
Arizona
$462K -$14.9K -970 -3%
HIP
23
HUB Investment Partners
Texas
$460K +$506K +33,020 New
CWM
24
Connecticut Wealth Management
Connecticut
$417K -$343K -22,391 -47%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$350K +$320K +20,899 New
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