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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAMG
26
Patton Albertson Miller Group
Tennessee
$1.4M -$43.5K -1,349 -3%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.38M +$473K +14,657 +50%
SPIA
28
Steward Partners Investment Advisory
New York
$1.37M +$19.1K +592 +1%
PWP
29
Pursue Wealth Partners
California
$1.28M
LSPW
30
Lake Street Private Wealth
Illinois
$1.23M +$263K +8,137 +27%
RVPG
31
Relative Value Partners Group
$1.23M +$1.24M +38,427 New
Osaic Holdings
32
Osaic Holdings
Arizona
$1.11M -$334K -10,363 -23%
SI
33
Stephens Inc
Arkansas
$1.06M -$192K -5,946 -15%
EH
34
Equitable Holdings
New York
$1.01M +$3.42K +106 +0.3%
BFA
35
Beaumont Financial Advisors
Massachusetts
$998K +$5.33K +165 +0.5%
AWA
36
Acorn Wealth Advisors
Michigan
$997K +$312K +9,677 +45%
ACS
37
Archford Capital Strategies
Illinois
$868K +$877K +27,173 New
AI
38
Atria Investments
North Carolina
$816K +$824K +25,540 New
SA
39
Sanctuary Advisors
Indiana
$813K +$817K +25,308 New
ATC
40
Argent Trust Co
Tennessee
$791K +$77.5K +2,400 +11%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$785K +$310K +9,595 +64%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$703K +$271K +8,400 +62%
AW
43
Atlas Wealth
Ohio
$636K +$372K +11,521 +135%
EFS
44
Essex Financial Services
Connecticut
$603K +$609K +18,860 New
IF
45
IRON Financial
Illinois
$573K +$579K +17,930 New
VF
46
VitalStone Financial
Texas
$551K -$63.6K -1,972 -10%
CFS
47
Coordinated Financial Services
Colorado
$505K +$27.2K +843 +6%
SFS
48
Stiles Financial Services
Minnesota
$469K +$103K +3,183 +28%
WWA
49
WCG Wealth Advisors
Nevada
$450K +$454K +14,067 New
TPWA
50
TRUE Private Wealth Advisors
Oregon
$438K -$4.81K -149 -1%