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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFCI
51
Comprehensive Financial Consultants Institutional
Indiana
$669K +$4.12K +118 +0.6%
SFS
52
Stiles Financial Services
Minnesota
$637K -$8.45K -242 -1%
IWM
53
IHT Wealth Management
Illinois
$614K -$46.7K -1,337 -7%
IF
54
IRON Financial
Illinois
$597K -$22.6K -646 -3%
EFS
55
Essex Financial Services
Connecticut
$581K
CFS
56
Coordinated Financial Services
Colorado
$557K +$15.6K +448 +3%
AW
57
Atlas Wealth
Ohio
$493K +$128K +3,661 +32%
AC
58
AlphaCore Capital
California
$471K +$501K +14,350 New
Mariner
59
Mariner
Kansas
$470K +$21.3K +611 +4%
CFG
60
Copley Financial Group
California
$468K -$47.1K -1,350 -9%
RC
61
Rovin Capital
Arizona
$450K +$479K +13,709 New
TP
62
Tranquility Partners
Tennessee
$439K +$66.1K +1,892 +16%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$405K +$432K +12,360 New
AA
64
Ancora Advisors
Ohio
$385K +$40.3K +1,154 +11%
Comerica Bank
65
Comerica Bank
Texas
$359K +$365K +10,453 +2,091%
CIAS
66
Capital Investment Advisory Services
North Carolina
$349K +$14.7K +420 +4%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$327K -$1.08K -31 -0.3%
AI
68
Atria Investments
North Carolina
$318K +$21.7K +621 +7%
CAL
69
Capital Analysts LLC
Pennsylvania
$315K
CA
70
Calton & Associates
Florida
$288K +$307K +8,794 New
TRCT
71
Tower Research Capital (TRC)
New York
$270K +$275K +7,883 +2,190%
EWA
72
Etesian Wealth Advisors
Oregon
$268K -$59.5K -1,704 -17%
SC
73
Soundwatch Capital
Connecticut
$255K -$13.9K -399 -5%
PAG
74
Private Advisor Group
New Jersey
$255K -$29.6K -849 -10%
MWM
75
Maridea Wealth Management
New York
$243K -$68.1K -1,952 -21%