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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
76
Foundations Investment Advisors
Arizona
$244K +$243K +6,769 New
SA
77
Sanctuary Advisors
Indiana
$244K -$2.37K -66 -1%
SAG
78
SageView Advisory Group
California
$237K
EWA
79
Etesian Wealth Advisors
Oregon
$237K -$21.1K -586 -8%
OC
80
Oppenheimer & Co
New York
$233K +$25K +696 +12%
IA
81
IFP Advisors
Florida
$157K -$105K -2,914 -40%
BONH
82
Bank of New Hampshire
New Hampshire
$148K +$147K +4,095 New
UBS Group
83
UBS Group
Switzerland
$105K +$78.3K +2,178 +303%
BlackRock
84
BlackRock
New York
$103K +$216 +6 +0.2%
IWP
85
IAG Wealth Partners
Wisconsin
$83.2K
PTC
86
Private Trust Company
Ohio
$59.9K
AF
87
Allworth Financial
California
$40.8K +$29.3K +816 +258%
GWM
88
Geneos Wealth Management
Colorado
$40.2K +$21.6K +600 +117%
GWSG
89
GPS Wealth Strategies Group
Colorado
$39K
Optiver Holding
90
Optiver Holding
Netherlands
$37.1K +$36.9K +1,028 New
EB
91
Eastern Bank
Massachusetts
$36.1K
CIR
92
Clear Investment Research
Georgia
$25K +$1.47K +41 +6%
FWP
93
FAS Wealth Partners
Kansas
$22.9K
AssetMark Inc
94
AssetMark Inc
California
$20.5K
TRCT
95
Tower Research Capital (TRC)
New York
$18.6K -$380K -10,570 -95%
1IA
96
1620 Investment Advisors
Massachusetts
$18K
BBHC
97
Brown Brothers Harriman & Co
New York
$14.9K +$14.8K +412 New
Fidelity Investments
98
Fidelity Investments
Massachusetts
$11K +$11K +305 New
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$8.77K +$8.73K +243 New
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$8K