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VanEck Morningstar SMID Moat ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 463 | $16,760.6 | $18,126.45 | $1,365.85 | 8.15% |
| DC Diane Collins Rovin Capital /UT/ /ADV | 8,503 | $278,813.37 | $333,445.14 | $54,631.77 | 19.59% |
 Daren Blonski Fermata Advisors LLC | 7,849 | $273,145.2 | $307,092.12 | $33,946.92 | 12.43% |
| TCL Therese C.D. Linden Bank of New Hampshire | 31,182 | $1.12M | $1.22M | $100,118.68 | 8.93% |
| SMS Susan M. Stiles Stiles Financial Services Inc. | 22,043 | $751,244.18 | $863,203.88 | $111,959.7 | 14.9% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 1,185 | $41,711.35 | $46,404.6 | $4,693.25 | 11.25% |
 Loyd Stegent Stegent Equity Advisors Inc. | 9,678 | $342,044.4 | $378,942.09 | $36,897.69 | 10.79% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 45,261 | $1.53M | $1.77M | $242,296.59 | 15.83% |
 Michael Byun SageView Advisory Group LLC | 6,561 | $226,158 | $259,225.11 | $33,067.11 | 14.62% |
 Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 19,102 | $658,247.7 | $745,742.08 | $87,494.38 | 13.29% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 31,828 | $965,978.55 | $1.26M | $294,410.25 | 30.48% |
 Christopher C. Powers Farther Finance Advisors, LLC | 404 | $13,925.9 | $15,846.9 | $1,921 | 13.79% |
 Coordinated Financial Services Inc. Coordinated Financial Services, Inc./CO | 16,999 | $576,468.59 | $671,885.47 | $95,416.88 | 16.55% |
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 843 | $29,665 | $33,075.1 | $3,410.1 | 11.5% |
| TAL TPG Advisors LLC TPG Advisors LLC | 47,801 | $1.56M | $1.89M | $323,394.86 | 20.68% |
 Laurel Steward Mattson Financial Services, LLC | 22,213 | $709,927.02 | $877,302.43 | $167,375.41 | 23.58% |
 Gregory A. Brown Brown Financial Advisors | 48,460 | $1.57M | $1.91M | $343,104.26 | 21.85% |
 Teresa Coleman Creekside Partners | 67,161 | $2.2M | $2.65M | $451,952.63 | 20.54% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 33,637 | $1.2M | $1.33M | $132,830.07 | 11.11% |
 Scott M. Freund Family Office Research LLC | 51,505 | $1.78M | $2.03M | $258,037.57 | 14.53% |
