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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$598K -$110K -3,687 -15%
VF
27
VitalStone Financial
Texas
$579K +$636K +21,365 New
EH
28
Equitable Holdings
New York
$407K +$426K +14,308 New
HighTower Advisors
29
HighTower Advisors
Illinois
$392K +$427K +14,349 New
PAG
30
Private Advisor Group
New Jersey
$357K +$374K +12,550 New
AC
31
AlphaCore Capital
California
$323K
Citadel Advisors
32
Citadel Advisors
Florida
$317K +$332K +11,152 New
ATC
33
Argent Trust Co
Tennessee
$291K -$100K -3,370 -25%
PFS
34
Prospera Financial Services
Texas
$285K +$298K +10,010 New
AWA
35
Acorn Wealth Advisors
Michigan
$277K +$290K +9,738 New
AA
36
Ancora Advisors
Ohio
$231K
PIA
37
Panoramic Investment Advisors
Colorado
$215K +$225K +7,560 New
LWA
38
Lowe Wealth Advisors
Maryland
$209K +$8.64K +290 +4%
Osaic Holdings
39
Osaic Holdings
Arizona
$181K +$141K +4,742 +295%
CAL
40
Capital Analysts LLC
Pennsylvania
$143K +$150K +5,029 New
IA
41
IFP Advisors
Florida
$129K +$135K +4,546 New
IWP
42
IAG Wealth Partners
Wisconsin
$79.6K +$21.9K +735 +36%
FWP
43
FAS Wealth Partners
Kansas
$23.4K +$24.5K +822 New
UBS Group
44
UBS Group
Switzerland
$17.2K +$18K +605 New
CIR
45
Clear Investment Research
Georgia
$15.8K -$30.2K -1,013 -65%
Morgan Stanley
46
Morgan Stanley
New York
$3.67K +$1.97K +66 +105%
Goldman Sachs
47
Goldman Sachs
New York
-$304K -10,145 Closed
TRCT
48
Tower Research Capital (TRC)
New York
-$21.4K -716 Closed