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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$1.76M -$166K -4,435 -9%
FFA
27
First Foundation Advisors
California
$1.7M -$14.9K -398 -0.9%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$1.46M +$813K +21,664 +136%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.35M -$239K -6,381 -15%
PW
30
Paladin Wealth
Minnesota
$1.31M +$115K +3,075 +10%
PWP
31
Pursue Wealth Partners
California
$1.23M -$510K -13,600 -30%
BFA
32
Beaumont Financial Advisors
Massachusetts
$1.13M -$107K -2,851 -9%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.08M +$527K +14,055 +102%
SFPG
34
Stonebridge Financial Planning Group
Florida
$1.08M -$113K -3,008 -10%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.07M -$22K -587 -2%
MFS
36
Mattson Financial Services
Michigan
$927K +$44.8K +1,194 +5%
IAS
37
IMA Advisory Services
Colorado
$883K +$852K +22,717 New
SFS
38
Stiles Financial Services
Minnesota
$860K +$3.53K +94 +0.4%
FFG
39
First Financial Group
North Carolina
$815K -$15K -400 -2%
EWA
40
EP Wealth Advisors
California
$787K -$74K -1,973 -9%
EH
41
Equitable Holdings
New York
$765K
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$753K -$276K -7,371 -28%
CFCI
43
Comprehensive Financial Consultants Institutional
Indiana
$742K -$14.2K -378 -2%
WIC
44
Woodmont Investment Counsel
Tennessee
$664K
ATC
45
Argent Trust Co
Tennessee
$659K -$150K -4,000 -19%
Goldman Sachs
46
Goldman Sachs
New York
$637K -$129K -3,442 -17%
KAS
47
Kestra Advisory Services
Texas
$595K -$123K -3,281 -18%
Jane Street
48
Jane Street
New York
$559K +$540K +14,390 New
AC
49
AlphaCore Capital
California
$558K
AW
50
Atlas Wealth
Ohio
$549K