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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
51
Orion Portfolio Solutions
Nebraska
$457K -$1.14M -35,671 -73%
EWA
52
Etesian Wealth Advisors
Oregon
$415K +$90.3K +2,833 +30%
PAG
53
Private Advisor Group
New Jersey
$401K -$78.8K -2,473 -17%
SFS
54
Stiles Financial Services
Minnesota
$392K +$366K +11,496 New
Jane Street
55
Jane Street
New York
$388K +$363K +11,389 New
Envestnet Asset Management
56
Envestnet Asset Management
Illinois
$375K +$350K +10,982 New
LWA
57
Lowe Wealth Advisors
Maryland
$323K +$23.1K +725 +8%
PFS
58
Prospera Financial Services
Texas
$315K -$19.1K -600 -6%
TP
59
Tranquility Partners
Tennessee
$298K +$61.1K +1,915 +28%
AW
60
Atlas Wealth
Ohio
$291K +$272K +8,521 New
VR
61
Valued Retirements
Texas
$276K
BPA
62
Beacon Pointe Advisors
California
$270K +$252K +7,904 New
CAL
63
Capital Analysts LLC
Pennsylvania
$265K -$48.8K -1,531 -16%
GXJ
64
Global X Japan
Japan
$239K
Citadel Advisors
65
Citadel Advisors
Florida
$229K -$240K -7,537 -53%
RC
66
Randolph Company
Ohio
$218K +$669 +21 +0.3%
TRCT
67
Tower Research Capital (TRC)
New York
$83.2K +$77.7K +2,438 New
IWP
68
IAG Wealth Partners
Wisconsin
$78.6K
IA
69
IFP Advisors
Florida
$58K
Wells Fargo
70
Wells Fargo
California
$48.3K +$829 +26 +2%
UBS Group
71
UBS Group
Switzerland
$38.9K +$36.3K +1,140 New
HI
72
Harbour Investments
Wisconsin
$35K +$32.7K +1,026 New
FWP
73
FAS Wealth Partners
Kansas
$28.2K
CIR
74
Clear Investment Research
Georgia
$19.2K +$96 +3 +0.5%
CA
75
CoreCap Advisors
Michigan
$19.1K +$17.8K +559 New