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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$2M +$1.81M +55,629 New
TA
27
TPG Advisors
Illinois
$1.97M +$44.7K +1,370 +2%
SI
28
Stephens Inc
Arkansas
$1.82M +$70.7K +2,168 +4%
FFA
29
First Foundation Advisors
California
$1.76M -$8.28K -254 -0.5%
Stifel Financial
30
Stifel Financial
Missouri
$1.72M +$12.6K +386 +0.8%
SPIA
31
Steward Partners Investment Advisory
New York
$1.71M -$31K -950 -2%
MFS
32
Mattson Financial Services
Michigan
$1.39M -$59.4K -1,822 -4%
AAS
33
Avantax Advisory Services
Texas
$1.33M +$1.25M +38,314 New
AWA
34
Acorn Wealth Advisors
Michigan
$1.23M -$108K -3,315 -9%
PW
35
Paladin Wealth
Minnesota
$1.15M +$68K +2,085 +7%
BFA
36
Beaumont Financial Advisors
Massachusetts
$1.11M -$39.6K -1,216 -4%
EWA
37
EP Wealth Advisors
California
$1.02M -$1.09M -33,575 -53%
SFPG
38
Stonebridge Financial Planning Group
Florida
$997K -$63K -1,934 -6%
PWP
39
Pursue Wealth Partners
California
$947K -$652K -20,000 -42%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$923K +$2.54K +78 +0.3%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$866K -$200K -6,147 -20%
HighTower Advisors
42
HighTower Advisors
Illinois
$861K -$1.1M -33,788 -58%
FFG
43
First Financial Group
North Carolina
$854K +$68K +2,085 +9%
ATC
44
Argent Trust Co
Tennessee
$827K -$32.6K -1,000 -4%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$782K +$329K +10,100 +82%
CFS
46
Coordinated Financial Services
Colorado
$778K +$175K +5,369 +32%
EH
47
Equitable Holdings
New York
$764K -$162K -4,979 -18%
SFS
48
Stiles Financial Services
Minnesota
$708K +$29.3K +898 +5%
CFCI
49
Comprehensive Financial Consultants Institutional
Indiana
$704K -$5.77K -177 -0.9%
LWA
50
Lowe Wealth Advisors
Maryland
$692K -$17.3K -532 -3%