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VanEck Mortgage REIT Income ETF
MORT

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$10.8M +$3.28M +185,144 +48%
GI
2
Gradient Investments
Minnesota
$10.7M -$4.36M -245,928 -30%
Bank of America
3
Bank of America
North Carolina
$8.24M -$425K -23,960 -5%
LPL Financial
4
LPL Financial
California
$4.03M +$155K +8,728 +4%
AWM
5
Adams Wealth Management
Utah
$2.2M -$107K -6,020 -5%
CAN
6
Cetera Advisor Networks
California
$2.04M +$98.2K +5,535 +5%
AFP
7
Ausdal Financial Partners
Iowa
$1.53M +$126K +7,080 +10%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.5M -$250K -14,091 -15%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.48M +$81.9K +4,617 +6%
IFG
10
Independent Financial Group
California
$1.41M +$371K +20,898 +39%
KWM
11
Kingsview Wealth Management
Oregon
$1.26M +$1.19M +67,040 New
CWG
12
Cornerstone Wealth Group
North Carolina
$1.03M +$971K +54,758 New
FHC
13
First Heartland Consultants
Missouri
$940K -$80.6K -4,545 -8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$827K -$623K -35,113 -45%
SWA
15
Stratos Wealth Advisors
Ohio
$790K +$103K +5,803 +16%
MML Investors Services
16
MML Investors Services
Massachusetts
$782K +$72.8K +4,105 +11%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$720K +$65K +3,663 +11%
Goldman Sachs
18
Goldman Sachs
New York
$716K – – –
UBS Group
19
UBS Group
Switzerland
$702K -$270K -15,228 -29%
HIP
20
HUB Investment Partners
Texas
$564K -$57.5K -3,239 -10%
Creative Planning
21
Creative Planning
Kansas
$563K +$23.4K +1,317 +5%
PA
22
PFG Advisors
Arizona
$545K +$20.5K +1,158 +4%
CWM
23
Connecticut Wealth Management
Connecticut
$526K +$9.99K +563 +2%
ASN
24
Advisory Services Network
Georgia
$488K +$434K +24,476 +1,883%
JMPWA
25
JP Morgan Private Wealth Advisors
California
$431K +$93.9K +5,291 +30%
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