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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
76
IFP Advisors
Florida
$252K +$12.6K +386 +6%
WMWM
77
Whitaker-Myers Wealth Managers
Ohio
$252K +$18.9K +580 +9%
EWA
78
Etesian Wealth Advisors
Oregon
$249K -$33.9K -1,039 -13%
SA
79
Sanctuary Advisors
Indiana
$238K -$463K -14,213 -68%
SAG
80
SageView Advisory Group
California
$236K
OC
81
Oppenheimer & Co
New York
$200K +$188K +5,755 New
SO
82
Sierra Ocean
California
$143K
BlackRock
83
BlackRock
New York
$98.7K +$92.5K +2,836 New
IWP
84
IAG Wealth Partners
Wisconsin
$80.2K
PTC
85
Private Trust Company
Ohio
$57.7K -$77.6K -2,380 -59%
AAP
86
Arax Advisory Partners
Colorado
$49.8K +$29.2K +895 +167%
GWSG
87
GPS Wealth Strategies Group
Colorado
$37.6K
EB
88
Eastern Bank
Massachusetts
$34.8K
UBS Group
89
UBS Group
Switzerland
$25.1K +$23.5K +720 New
CIR
90
Clear Investment Research
Georgia
$22.7K +$2.48K +76 +13%
FWP
91
FAS Wealth Partners
Kansas
$22K -$33 -1 -0.2%
AssetMark Inc
92
AssetMark Inc
California
$19.8K +$18.6K +569 New
GXJ
93
Global X Japan
Japan
$18.3K +$10.8K +330 +168%
GWM
94
Geneos Wealth Management
Colorado
$17.9K +$9.29K +285 +124%
1IA
95
1620 Investment Advisors
Massachusetts
$17.4K +$4.08K +125 +33%
AF
96
Allworth Financial
California
$11K +$10.3K +316 New
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$7K
VanEck Associates
98
VanEck Associates
New York
$6K
AWM
99
AE Wealth Management
Kansas
$5.43K +$3.39K +104 +200%
JP Morgan Chase
100
JP Morgan Chase
New York
$2.78K +$2.61K +80 New