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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
51
IHT Wealth Management
Illinois
$397K -$166K -5,145 -29%
BCI
52
Brinker Capital Investments
Pennsylvania
$394K -$34.4K -1,065 -8%
OPS
53
Orion Portfolio Solutions
Nebraska
$394K -$34.4K -1,065 -8%
EWA
54
Etesian Wealth Advisors
Oregon
$379K -$10.1K -313 -3%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$374K +$23.7K +735 +7%
Morgan Stanley
56
Morgan Stanley
New York
$357K +$347K +10,747 +2,499%
CIAS
57
Capital Investment Advisory Services
North Carolina
$353K -$468K -14,490 -57%
Goldman Sachs
58
Goldman Sachs
New York
$345K +$348K +10,797 New
LWA
59
Lowe Wealth Advisors
Maryland
$325K +$22.4K +694 +7%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$323K +$326K +10,094 New
TRCT
61
Tower Research Capital (TRC)
New York
$322K +$247K +7,644 +314%
PAG
62
Private Advisor Group
New Jersey
$320K -$55.5K -1,721 -15%
GXJ
63
Global X Japan
Japan
$320K +$79.8K +2,474 +33%
TP
64
Tranquility Partners
Tennessee
$312K +$33.3K +1,033 +12%
BWP
65
Balboa Wealth Partners
Arizona
$309K -$200K -6,202 -39%
PFS
66
Prospera Financial Services
Texas
$295K
SFPG
67
Stonebridge Financial Planning Group
Florida
$275K +$278K +8,608 New
AA
68
Ancora Advisors
Ohio
$264K -$170K -5,278 -39%
CAL
69
Capital Analysts LLC
Pennsylvania
$250K +$1.55K +48 +0.6%
SAG
70
SageView Advisory Group
California
$246K +$248K +7,693 New
RC
71
Randolph Company
Ohio
$209K +$4.97K +154 +2%
LIA
72
Lynx Investment Advisory
District of Columbia
$156K +$157K +4,874 New
IWP
73
IAG Wealth Partners
Wisconsin
$73.7K
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$67K -$530K -16,436 -89%
IA
75
IFP Advisors
Florida
$55.9K +$1.61K +50 +3%