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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$63.3K +$1.86K +56 +3%
GWSG
77
GPS Wealth Strategies Group
Colorado
$51.7K +$4.97K +150 +11%
FWP
78
FAS Wealth Partners
Kansas
$50.9K +$20.7K +626 +76%
EB
79
Eastern Bank
Massachusetts
$35K +$33.1K +1,000 New
PTC
80
Private Trust Company
Ohio
$31.2K
CIR
81
Clear Investment Research
Georgia
$19.8K +$33 +1 +0.2%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$15.6K +$10.2K +307 +222%
1IA
83
1620 Investment Advisors
Massachusetts
$12.8K +$12.1K +365 New
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$8K -$26.8K -810 -79%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$5K -$64.1K -1,935 -93%
EWA
86
EverSource Wealth Advisors
Alabama
$4.66K
VanEck Associates
87
VanEck Associates
New York
$3K -$15.3K -461 -84%
Russell Investments Group
88
Russell Investments Group
United Kingdom
$1.75K +$1.66K +50 New
FHA
89
First Horizon Advisors
Tennessee
$1.44K +$1.36K +41 New
HI
90
Harbour Investments
Wisconsin
$911 -$40.8K -1,232 -98%
CAS
91
Coppell Advisory Solutions
Texas
$596 -$1.32K -40 -70%
CA
92
Continuum Advisory
Idaho
$470 +$431 +13 New
FFA
93
Farther Finance Advisors
California
$245
ACM
94
Avalon Capital Management
California
-$2.12M -66,291 Closed
LSPW
95
Lake Street Private Wealth
Illinois
-$1.23M -38,427 Closed
IWM
96
IHT Wealth Management
Illinois
-$397K -12,430 Closed
Goldman Sachs
97
Goldman Sachs
New York
-$345K -10,797 Closed
D.E. Shaw & Co
98
D.E. Shaw & Co
New York
-$323K -10,094 Closed
TRCT
99
Tower Research Capital (TRC)
New York
-$322K -10,082 Closed
SAG
100
SageView Advisory Group
California
-$246K -7,693 Closed