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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$225K +$19.4K +557 +9%
WMWM
77
Whitaker-Myers Wealth Managers
Ohio
$218K +$26.6K +763 +13%
SAG
78
SageView Advisory Group
California
$215K
SO
79
Sierra Ocean
California
$143K
PTC
80
Private Trust Company
Ohio
$132K +$110K +3,149 +354%
IWP
81
IAG Wealth Partners
Wisconsin
$75.6K
GWSG
82
GPS Wealth Strategies Group
Colorado
$35.4K
EB
83
Eastern Bank
Massachusetts
$32.8K
FWP
84
FAS Wealth Partners
Kansas
$20.8K -$29.2K -836 -57%
CIR
85
Clear Investment Research
Georgia
$18.9K +$175 +5 +0.9%
AAP
86
Arax Advisory Partners
Colorado
$17.6K +$18.7K +537 New
1IA
87
1620 Investment Advisors
Massachusetts
$12.3K +$175 +5 +1%
GWM
88
Geneos Wealth Management
Colorado
$7.54K +$4.19K +120 +109%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$7.4K -$8.27K -237 -51%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$7K
MTIC
91
Missouri Trust & Investment Company
Missouri
$6.75K +$7.19K +206 New
GXJ
92
Global X Japan
Japan
$6.46K -$203K -5,819 -97%
VanEck Associates
93
VanEck Associates
New York
$5K
EWA
94
EverSource Wealth Advisors
Alabama
$4.36K
OSAM
95
O'Shaughnessy Asset Management
Connecticut
$2.95K -$11.6K -332 -79%
AWM
96
AE Wealth Management
Kansas
$1.71K -$3.21K -92 -64%
Russell Investments Group
97
Russell Investments Group
United Kingdom
$1.64K
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$1.38K +$1.47K +42 New
CPG
99
Cornerstone Planning Group
New Jersey
$459 +$524 +15 New
ACS
100
Archford Capital Strategies
Illinois
-$979K -28,397 Closed