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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
76
GPS Wealth Strategies Group
Colorado
$42.3K +$42.8K +1,325 New
HI
77
Harbour Investments
Wisconsin
$40.2K +$7.49K +232 +23%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$33K -$552K -17,095 -94%
PTC
79
Private Trust Company
Ohio
$28.4K +$28.7K +890 New
FWP
80
FAS Wealth Partners
Kansas
$26.4K
Jones Financial Companies
81
Jones Financial Companies
Missouri
$21.4K +$21.6K +669 New
CIR
82
Clear Investment Research
Georgia
$18K +$65 +2 +0.4%
VanEck Associates
83
VanEck Associates
New York
$18K
TWP
84
Triad Wealth Partners
Kansas
$8.72K +$8.81K +273 New
NP
85
NorthRock Partners
Minnesota
$6.39K
EWA
86
EverSource Wealth Advisors
Alabama
$4.5K
Fidelity Investments
87
Fidelity Investments
Massachusetts
$4.41K +$2.42K +75 +119%
CAS
88
Coppell Advisory Solutions
Texas
$1.82K +$1.84K +57 New
Wells Fargo
89
Wells Fargo
California
$831 -$44.9K -1,390 -98%
FFA
90
Farther Finance Advisors
California
$221 +$226 +7 New
DP
91
Denver PWM
Colorado
-$9.03M -272,776 Closed
WWM
92
Western Wealth Management
Colorado
-$1.23M -35,957 Closed
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
-$691K -20,267 Closed
AMBIA
94
Allen Mooney & Barnes Investment Advisors
Georgia
-$559K -17,015 Closed
Jane Street
95
Jane Street
New York
-$388K -11,389 Closed
VR
96
Valued Retirements
Texas
-$276K -8,104 Closed
BPA
97
Beacon Pointe Advisors
California
-$270K -7,904 Closed
Citadel Advisors
98
Citadel Advisors
Florida
-$229K -6,725 Closed
UBS Group
99
UBS Group
Switzerland
-$38.9K -1,140 Closed
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
-$1.08M -800 Closed