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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
IHT Wealth Management
Illinois
$544K -$4.31K -115 -0.8%
GVAG
52
Great Valley Advisor Group
Delaware
$507K -$123K -3,291 -20%
MML Investors Services
53
MML Investors Services
Massachusetts
$497K +$479K +12,781 New
TP
54
Tranquility Partners
Tennessee
$488K -$38.5K -1,026 -8%
PWP
55
Principle Wealth Partners
Connecticut
$445K -$6.23K -166 -1%
Wells Fargo
56
Wells Fargo
California
$440K +$405K +10,809 +2,107%
OC
57
Oppenheimer & Co
New York
$438K
EFS
58
Essex Financial Services
Connecticut
$391K -$42.3K -1,127 -10%
Fifth Third Bancorp
59
Fifth Third Bancorp
Ohio
$387K
CAL
60
Capital Analysts LLC
Pennsylvania
$377K -$38 -1 -0%
SEA
61
Stegent Equity Advisors
Texas
$373K -$2.59K -69 -0.7%
Janney Montgomery Scott
62
Janney Montgomery Scott
Pennsylvania
$312K -$136K -3,625 -31%
PAG
63
Private Advisor Group
New Jersey
$310K -$600 -16 -0.2%
IFG
64
Independent Financial Group
California
$310K -$9.98K -266 -3%
CFG
65
Copley Financial Group
California
$309K -$22.8K -607 -7%
FA
66
Fermata Advisors
California
$305K
NA
67
NewEdge Advisors
Louisiana
$301K
SC
68
Soundwatch Capital
Connecticut
$300K -$4.61K -123 -2%
Creative Planning
69
Creative Planning
Kansas
$288K +$1.09K +29 +0.4%
CIAS
70
Capital Investment Advisory Services
North Carolina
$280K -$23.9K -637 -8%
SA
71
Sanctuary Advisors
Indiana
$256K
SAG
72
SageView Advisory Group
California
$255K
IA
73
IFP Advisors
Florida
$213K +$23.1K +616 +13%
Citadel Advisors
74
Citadel Advisors
Florida
$213K -$616K -16,411 -75%
TRCT
75
Tower Research Capital (TRC)
New York
$156K -$125K -3,343 -45%