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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
51
Lowe Wealth Advisors
Maryland
$468K +$106K +3,210 +32%
Mariner
52
Mariner
Kansas
$462K -$4.8M -144,888 -92%
VF
53
VitalStone Financial
Texas
$436K -$159K -4,799 -28%
BCI
54
Brinker Capital Investments
Pennsylvania
$409K -$21.8K -659 -5%
OPS
55
Orion Portfolio Solutions
Nebraska
$409K -$21.8K -659 -5%
AA
56
Ancora Advisors
Ohio
$394K +$99K +2,989 +36%
Envestnet Asset Management
57
Envestnet Asset Management
Illinois
$388K -$21.6K -651 -6%
EWA
58
Etesian Wealth Advisors
Oregon
$376K -$37.5K -1,132 -10%
PFS
59
Prospera Financial Services
Texas
$374K +$48.2K +1,455 +16%
TP
60
Tranquility Partners
Tennessee
$371K +$27.1K +818 +8%
AW
61
Atlas Wealth
Ohio
$362K -$321K -9,701 -48%
CIAS
62
Capital Investment Advisory Services
North Carolina
$360K -$25.8K -780 -7%
SFPG
63
Stonebridge Financial Planning Group
Florida
$350K +$45.9K +1,385 +16%
AI
64
Atria Investments
North Carolina
$338K -$527K -15,892 -62%
PAG
65
Private Advisor Group
New Jersey
$317K -$32.5K -980 -10%
BWP
66
Balboa Wealth Partners
Arizona
$298K -$38.2K -1,153 -12%
SC
67
Soundwatch Capital
Connecticut
$285K +$269K +8,127 New
LSAG
68
Lake Street Advisors Group
New Hampshire
$277K +$262K +7,901 New
CAL
69
Capital Analysts LLC
Pennsylvania
$274K
CFG
70
Copley Financial Group
California
$258K +$244K +7,351 New
RC
71
Randolph Company
Ohio
$220K -$8.75K -264 -4%
WWM
72
Whalen Wealth Management
Nevada
$211K +$200K +6,022 New
VR
73
Valued Retirements
Texas
$211K +$199K +6,020 New
GXJ
74
Global X Japan
Japan
$175K -$166K -5,005 -50%
IWP
75
IAG Wealth Partners
Wisconsin
$80.7K