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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
76
Sanctuary Advisors
Indiana
$245K
EWA
77
Etesian Wealth Advisors
Oregon
$238K +$144 +4 +0.1%
SAG
78
SageView Advisory Group
California
$238K
Thrivent Financial for Lutherans
79
Thrivent Financial for Lutherans
Minnesota
$221K +$220K +6,097 New
IA
80
IFP Advisors
Florida
$158K +$903 +25 +0.6%
Osaic Holdings
81
Osaic Holdings
Arizona
$103K -$2.65M -73,265 -96%
BlackRock
82
BlackRock
New York
$103K
UBS AM
83
UBS AM
Illinois
$72.5K +$72.3K +2,003 New
PTC
84
Private Trust Company
Ohio
$60.1K
AAP
85
Arax Advisory Partners
Colorado
$50K +$49.9K +1,382 New
AF
86
Allworth Financial
California
$41.5K +$542 +15 +1%
GWM
87
Geneos Wealth Management
Colorado
$40.4K
EB
88
Eastern Bank
Massachusetts
$36.2K
Fidelity Investments
89
Fidelity Investments
Massachusetts
$33.7K +$22.6K +626 +205%
1IA
90
1620 Investment Advisors
Massachusetts
$30.2K +$12.1K +335 +67%
UBS Group
91
UBS Group
Switzerland
$25.6K -$79.1K -2,191 -76%
FWP
92
FAS Wealth Partners
Kansas
$23.2K +$325 +9 +1%
AssetMark Inc
93
AssetMark Inc
California
$20.6K
HHCP
94
Hilton Head Capital Partners
South Carolina
$18.1K +$18.1K +500 New
HI
95
Harbour Investments
Wisconsin
$16.8K +$16.7K +463 New
BBHC
96
Brown Brothers Harriman & Co
New York
$14.9K
JP Morgan Chase
97
JP Morgan Chase
New York
$12.1K -$334K -9,238 -97%
OSNBOA
98
Old Second National Bank of Aurora
Illinois
$11.6K +$11.6K +320 New
SAM
99
Smartleaf Asset Management
Massachusetts
$9.13K +$9.03K +250 New
GWSG
100
GPS Wealth Strategies Group
Colorado
$8.33K -$30.7K -850 -79%