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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VR
76
Valued Retirements
Texas
$208K
GXJ
77
Global X Japan
Japan
$207K +$36K +1,009 +20%
WMWM
78
Whitaker-Myers Wealth Managers
Ohio
$203K +$210K +5,887 New
SO
79
Sierra Ocean
California
$146K +$151K +4,226 New
IWP
80
IAG Wealth Partners
Wisconsin
$79.5K
UBS Group
81
UBS Group
Switzerland
$73K +$75.6K +2,119 New
FWP
82
FAS Wealth Partners
Kansas
$50.7K +$607 +17 +1%
GWSG
83
GPS Wealth Strategies Group
Colorado
$37.2K -$14.1K -395 -27%
EB
84
Eastern Bank
Massachusetts
$34.5K
PTC
85
Private Trust Company
Ohio
$30.7K
CIR
86
Clear Investment Research
Georgia
$19.7K +$250 +7 +1%
Comerica Bank
87
Comerica Bank
Texas
$17.2K +$17.8K +500 New
Fidelity Investments
88
Fidelity Investments
Massachusetts
$16K +$643 +18 +4%
OSAM
89
O'Shaughnessy Asset Management
Connecticut
$14.5K +$15.1K +422 New
CAS
90
Coppell Advisory Solutions
Texas
$13.3K +$13.2K +370 +2,176%
1IA
91
1620 Investment Advisors
Massachusetts
$12.8K +$178 +5 +1%
TRCT
92
Tower Research Capital (TRC)
New York
$12.4K +$12.9K +360 New
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$7K
VanEck Associates
94
VanEck Associates
New York
$6K +$2.78K +78 +90%
AWM
95
AE Wealth Management
Kansas
$4.96K +$5.14K +144 New
EWA
96
EverSource Wealth Advisors
Alabama
$4.58K
GWM
97
Geneos Wealth Management
Colorado
$3.79K +$3.93K +110 New
Simplex Trading
98
Simplex Trading
Illinois
$3K +$3.57K +100 New
KIM
99
Kestra Investment Management
Texas
$3K +$3.11K +87 New
Russell Investments Group
100
Russell Investments Group
United Kingdom
$1.72K