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VanEck Short Muni ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSIA
51
LaSalle St. Investment Advisors
Illinois
$480K +$300K +17,319 +168%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$465K +$170K +9,825 +58%
NA
53
NewEdge Advisors
Louisiana
$456K -$207K -11,973 -31%
DPI
54
Diversified Portfolios Inc
Michigan
$389K -$52.7K -3,047 -12%
LSWP
55
Liberty Square Wealth Partners
Pennsylvania
$378K +$35 +2 +0%
Envestnet Portfolio Solutions
56
Envestnet Portfolio Solutions
Illinois
$375K -$84.6K -4,892 -18%
CAAS
57
Capital Asset Advisory Services
Michigan
$371K +$34.6K +2,000 +10%
AWM
58
Axxcess Wealth Management
California
$371K +$370K +21,400 New
KAS
59
Kestra Advisory Services
Texas
$364K +$363K +20,982 New
JWS
60
Juncture Wealth Strategies
Arizona
$355K
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$347K -$35.1K -2,028 -9%
GRP
62
Global Retirement Partners
California
$335K +$334K +19,299 New
OCM
63
One Capital Management
California
$319K
Natixis Advisors
64
Natixis Advisors
Massachusetts
$295K +$295K +17,044 New
Citadel Advisors
65
Citadel Advisors
Florida
$249K +$248K +14,345 New
PCS
66
Private Client Services
Kentucky
$245K
RA
67
RFG Advisory
Alabama
$245K +$244K +14,109 New
BFO
68
Boston Family Office
Massachusetts
$241K
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$241K +$7.82K +452 +3%
CIA
70
Concurrent Investment Advisors
Florida
$215K +$5.69K +329 +3%
PI
71
PFG Investments
New York
$211K -$4.64K -268 -2%
VC
72
Vicus Capital
Pennsylvania
$207K +$381 +22 +0.2%
MHS
73
M Holdings Securities
Oregon
$206K
TC
74
Trilogy Capital
California
$201K
HHRDM
75
H&H Retirement Design & Management
Nevada
$200K +$201K +11,591 New