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VanEck Morningstar SMID Moat ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 19,367 | $752,580 | $742,143.44 | -$10,436.56 | -1.39% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 463 | $16,760.6 | $17,742.16 | $981.56 | 5.86% |
| DC Diane Collins Rovin Capital /UT/ /ADV | 8,503 | $278,813.37 | $334,890.65 | $56,077.28 | 20.11% |
| BJK Brian J. Kopinski Woodmont Investment Counsel LLC | 17,097 | $571,356.97 | $668,920.12 | $97,563.15 | 17.08% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 38,314 | $1.33M | $1.5M | $167,815.32 | 12.59% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 19,690 | $622,997.09 | $771,454.2 | $148,457.11 | 23.83% |
 Daren Blonski Fermata Advisors LLC | 7,849 | $273,145.2 | $307,406.08 | $34,260.88 | 12.54% |
| TCL Therese C.D. Linden Bank of New Hampshire | 81,654 | $3.08M | $3.18M | $106,787.8 | 3.47% |
 Susan M. Stiles Stiles Financial Services Inc. | 22,137 | $754,897.02 | $872,087.11 | $117,190.09 | 15.52% |
 Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 845 | $29,991.55 | $33,014.15 | $3,022.6 | 10.08% |
 Loyd Stegent Stegent Equity Advisors Inc. | 7,822 | $277,455.6 | $305,996.64 | $28,541.04 | 10.29% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 31,661 | $1.12M | $1.24M | $113,738.49 | 10.13% |
 Michael Byun SageView Advisory Group LLC | 6,561 | $226,158 | $256,075.83 | $29,917.83 | 13.23% |
 Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 18,841 | $649,251.03 | $721,987.12 | $72,736.09 | 11.2% |
 Michael Snyder Beaumont Financial Advisors LLC | 28,977 | $880,591.06 | $1.13M | $253,134.06 | 28.75% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 14,129 | $549,053 | $555,552.28 | $6,499.28 | 1.18% |
 Coordinated Financial Services Inc. Coordinated Financial Services, Inc./CO | 16,999 | $576,468.59 | $666,020.82 | $89,552.23 | 15.53% |
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 735 | $25,864.5 | $28,756.87 | $2,892.37 | 11.18% |
| TAL TPG Advisors LLC TPG Advisors LLC | 48,611 | $1.6M | $1.9M | $309,313.77 | 19.39% |
 Laurel Steward Mattson Financial Services, LLC | 23,407 | $757,196.96 | $918,373.64 | $161,176.68 | 21.29% |
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