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VanEck Short Muni ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
51
PFG Investments
New York
$286K -$11.5K -672 -4%
MMA
52
Miracle Mile Advisors
California
$276K
HighTower Advisors
53
HighTower Advisors
Illinois
$270K -$29K -1,690 -10%
IFG
54
Independent Financial Group
California
$255K +$257K +14,935 New
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$250K -$248K -14,438 -50%
TAM
56
Titleist Asset Management
Texas
$248K
SFC
57
Strategic Financial Concepts
Texas
$246K +$247K +14,393 New
CAAS
58
Capital Asset Advisory Services
Michigan
$243K
AWM
59
Axxcess Wealth Management
California
$243K
BFO
60
Boston Family Office
Massachusetts
$237K
AWS
61
Atria Wealth Solutions
New York
$225K +$226K +13,162 New
BAMG
62
Brand Asset Management Group
Missouri
$218K +$8.07K +470 +4%
CTWM
63
Cherry Tree Wealth Management
Minnesota
$213K -$11.5K -669 -5%
VC
64
Vicus Capital
Pennsylvania
$200K +$395 +23 +0.2%
BFG
65
Berger Financial Group
Minnesota
$189K
T
66
Transce3nd
Texas
$183K +$184K +10,731 New
EWM
67
Evermay Wealth Management
Virginia
$162K -$83.3K -4,851 -34%
GSWM
68
Golden State Wealth Management
California
$133K +$134K +7,778 New
VCM
69
Versant Capital Management
Arizona
$104K -$533 -31 -0.5%
FFA
70
Farther Finance Advisors
California
$103K
DJSG
71
D.J. St. Germain
Massachusetts
$90.8K +$91.2K +5,311 New
WP
72
WealthShield Partners
North Carolina
$84.8K -$59.9K -3,487 -41%
HI
73
Harbour Investments
Wisconsin
$75.7K +$447 +26 +0.6%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$75K
AA
75
Ancora Advisors
Ohio
$63.4K -$2.77K -161 -4%