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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
26
Brown Financial Advisors
Ohio
$1.75M +$22.1K +613 +1%
SPIA
27
Steward Partners Investment Advisory
New York
$1.71M -$91.6K -2,536 -5%
FFA
28
First Foundation Advisors
California
$1.66M -$83.1K -2,302 -5%
PWP
29
Pursue Wealth Partners
California
$1.61M +$779K +21,579 +94%
KAS
30
Kestra Advisory Services
Texas
$1.61M -$818K -22,661 -34%
VT
31
Vise Technologies
New York
$1.31M +$1.3M +36,082 New
SFPG
32
Stonebridge Financial Planning Group
Florida
$1.16M +$66.9K +1,853 +6%
BFA
33
Beaumont Financial Advisors
Massachusetts
$1.15M
HighTower Advisors
34
HighTower Advisors
Illinois
$1.02M +$55.6K +1,540 +6%
EWA
35
EP Wealth Advisors
California
$987K +$985K +27,265 New
PW
36
Paladin Wealth
Minnesota
$982K +$179K +4,969 +22%
FFA
37
Farther Finance Advisors
California
$929K -$1.41M -38,987 -60%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$899K -$205K -5,685 -19%
BONH
39
Bank of New Hampshire
New Hampshire
$866K +$716K +19,831 +484%
MFS
40
Mattson Financial Services
Michigan
$822K -$68.4K -1,895 -8%
CFS
41
Coordinated Financial Services
Colorado
$801K -$7.22K -200 -0.9%
SFS
42
Stiles Financial Services
Minnesota
$794K +$16.6K +461 +2%
ATC
43
Argent Trust Co
Tennessee
$787K
FFG
44
First Financial Group
North Carolina
$781K -$108K -2,988 -12%
AWA
45
Acorn Wealth Advisors
Michigan
$779K -$125K -3,466 -14%
MCM
46
MAI Capital Management
Ohio
$726K +$725K +20,061 New
CFCI
47
Comprehensive Financial Consultants Institutional
Indiana
$718K -$1.19K -33 -0.2%
WIC
48
Woodmont Investment Counsel
Tennessee
$704K -$118K -3,256 -14%
EH
49
Equitable Holdings
New York
$701K -$68.7K -1,903 -9%
IF
50
IRON Financial
Illinois
$628K -$27.9K -772 -4%