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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
51
Lowe Wealth Advisors
Maryland
$635K +$180K +5,049 +38%
EFS
52
Essex Financial Services
Connecticut
$611K +$892 +25 +0.1%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$594K +$615K +17,233 New
CFS
54
Coordinated Financial Services
Colorado
$571K +$591K +16,551 New
SFPG
55
Stonebridge Financial Planning Group
Florida
$566K +$229K +6,423 +64%
Citadel Advisors
56
Citadel Advisors
Florida
$558K +$578K +16,185 New
CFG
57
Copley Financial Group
California
$539K +$295K +8,277 +113%
Mariner
58
Mariner
Kansas
$473K +$19.1K +535 +4%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$429K -$36K -1,008 -7%
TP
60
Tranquility Partners
Tennessee
$397K +$33.2K +930 +9%
AW
61
Atlas Wealth
Ohio
$392K +$36.9K +1,033 +10%
AA
62
Ancora Advisors
Ohio
$365K -$23.1K -648 -6%
CIAS
63
Capital Investment Advisory Services
North Carolina
$353K -$1.39K -39 -0.4%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$345K -$37.7K -1,056 -10%
EWA
65
Etesian Wealth Advisors
Oregon
$341K -$30.1K -842 -8%
CAL
66
Capital Analysts LLC
Pennsylvania
$331K +$64.3K +1,800 +23%
MWM
67
Maridea Wealth Management
New York
$323K +$335K +9,373 New
LSAG
68
Lake Street Advisors Group
New Hampshire
$313K +$42.4K +1,187 +15%
AI
69
Atria Investments
North Carolina
$313K -$20.1K -563 -6%
PAG
70
Private Advisor Group
New Jersey
$297K -$14.8K -414 -5%
SC
71
Soundwatch Capital
Connecticut
$282K +$2.04K +57 +0.7%
SAG
72
SageView Advisory Group
California
$226K +$234K +6,561 New
M&T Bank
73
M&T Bank
New York
$223K +$231K +6,475 New
IA
74
IFP Advisors
Florida
$218K +$161K +4,504 +249%
WWM
75
Whalen Wealth Management
Nevada
$210K +$2.54K +71 +1%