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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.61M -$55.2K -1,510 -3%
PWP
27
Pursue Wealth Partners
California
$1.59M +$24.1K +660 +1%
FFA
28
First Foundation Advisors
California
$1.55M -$58.1K -1,589 -3%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$1.45M -$793K -21,698 -34%
VT
30
Vise Technologies
New York
$1.31M
BFA
31
Beaumont Financial Advisors
Massachusetts
$1.12M -$1.39K -38 -0.1%
BONH
32
Bank of New Hampshire
New Hampshire
$1.1M +$265K +7,256 +30%
SFPG
33
Stonebridge Financial Planning Group
Florida
$1.09M -$48.4K -1,325 -4%
PW
34
Paladin Wealth
Minnesota
$1.08M +$126K +3,437 +13%
HighTower Advisors
35
HighTower Advisors
Illinois
$991K +$1.53K +42 +0.1%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$941K +$69.9K +1,913 +8%
MCM
37
MAI Capital Management
Ohio
$936K +$239K +6,551 +33%
CFS
38
Coordinated Financial Services
Colorado
$813K +$36K +984 +4%
EWA
39
EP Wealth Advisors
California
$782K -$185K -5,050 -19%
MFS
40
Mattson Financial Services
Michigan
$782K -$17.9K -490 -2%
SFS
41
Stiles Financial Services
Minnesota
$776K +$4.39K +120 +0.5%
Citadel Advisors
42
Citadel Advisors
Florida
$770K +$295K +8,082 +59%
FFG
43
First Financial Group
North Carolina
$752K -$7.31K -200 -0.9%
ATC
44
Argent Trust Co
Tennessee
$737K -$29.2K -800 -4%
EH
45
Equitable Holdings
New York
$713K +$11.8K +324 +2%
Goldman Sachs
46
Goldman Sachs
New York
$698K +$725K +19,838 New
CFCI
47
Comprehensive Financial Consultants Institutional
Indiana
$686K -$12.6K -345 -2%
KAS
48
Kestra Advisory Services
Texas
$654K -$950K -25,980 -58%
WIC
49
Woodmont Investment Counsel
Tennessee
$602K -$86K -2,353 -12%
GVAG
50
Great Valley Advisor Group
Delaware
$575K +$597K +16,337 New