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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IF
51
IRON Financial
Illinois
$647K +$12.6K +388 +2%
IFG
52
Independent Financial Group
California
$561K +$526K +16,135 New
IWM
53
IHT Wealth Management
Illinois
$542K -$102K -3,130 -17%
PAMG
54
Patton Albertson Miller Group
Tennessee
$505K -$546K -16,763 -54%
EFS
55
Essex Financial Services
Connecticut
$504K -$106K -3,238 -18%
AC
56
AlphaCore Capital
California
$499K
Mariner
57
Mariner
Kansas
$478K -$20.1K -616 -4%
RC
58
Rovin Capital
Arizona
$477K
TP
59
Tranquility Partners
Tennessee
$474K +$7.47K +229 +2%
CFG
60
Copley Financial Group
California
$472K -$23K -706 -5%
AA
61
Ancora Advisors
Ohio
$454K +$43K +1,318 +11%
VA
62
VestGen Advisors
Illinois
$453K -$1.8M -55,307 -81%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$442K +$414K +12,688 New
SC
64
Soundwatch Capital
Connecticut
$439K +$1.27K +39 +0.5%
PWP
65
Principle Wealth Partners
Connecticut
$425K -$25.9M -794,058 -98%
AW
66
Atlas Wealth
Ohio
$403K -$119K -3,661 -24%
TRCT
67
Tower Research Capital (TRC)
New York
$386K +$92.7K +2,843 +34%
Comerica Bank
68
Comerica Bank
Texas
$374K -$6.55K -201 -2%
NA
69
NewEdge Advisors
Louisiana
$355K +$332K +10,193 New
CAL
70
Capital Analysts LLC
Pennsylvania
$335K -$98 -3 -0%
CIAS
71
Capital Investment Advisory Services
North Carolina
$311K -$56K -1,718 -16%
Envestnet Asset Management
72
Envestnet Asset Management
Illinois
$311K -$34.4K -1,055 -11%
CA
73
Calton & Associates
Florida
$307K +$619 +19 +0.2%
FA
74
Fermata Advisors
California
$298K +$279K +8,570 New
PAG
75
Private Advisor Group
New Jersey
$281K +$9.91K +304 +4%