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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
26
Pursue Wealth Partners
California
$1.26M
CIAS
27
Capital Investment Advisory Services
North Carolina
$1.12M +$223K +7,797 +28%
VWA
28
Visionary Wealth Advisors
Illinois
$1M +$908K +31,816 New
EH
29
Equitable Holdings
New York
$898K +$406K +14,215 +99%
BFA
30
Beaumont Financial Advisors
Massachusetts
$892K +$130K +4,550 +19%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$856K +$776K +27,168 New
HighTower Advisors
32
HighTower Advisors
Illinois
$705K +$242K +8,482 +59%
VF
33
VitalStone Financial
Texas
$642K -$27.8K -972 -5%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$620K -$38.7K -1,354 -6%
ATC
35
Argent Trust Co
Tennessee
$573K +$227K +7,950 +78%
WWM
36
Western Wealth Management
Colorado
$562K +$510K +17,848 New
CAN
37
Cetera Advisor Networks
California
$501K +$455K +15,920 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$451K +$408K +14,305 New
Citadel Advisors
39
Citadel Advisors
Florida
$449K +$88.8K +3,110 +28%
PAG
40
Private Advisor Group
New Jersey
$448K +$47.6K +1,667 +13%
AA
41
Ancora Advisors
Ohio
$426K +$154K +5,383 +66%
AWA
42
Acorn Wealth Advisors
Michigan
$407K +$90.7K +3,175 +33%
LSPW
43
Lake Street Private Wealth
Illinois
$360K +$327K +11,440 New
AC
44
AlphaCore Capital
California
$358K
SI
45
Stephens Inc
Arkansas
$322K +$292K +10,219 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$310K +$281K +9,848 New
PFS
47
Prospera Financial Services
Texas
$310K -$5K -175 -2%
BWP
48
Balboa Wealth Partners
Arizona
$299K +$271K +9,493 New
EWA
49
Etesian Wealth Advisors
Oregon
$296K +$267K +9,343 New
CAL
50
Capital Analysts LLC
Pennsylvania
$293K +$122K +4,271 +85%