Snapshot holdings
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1Forum Financial Management, LP$65.1M
2GRIMES & Co WEALTH MANAGEMENT, LLC$49.9M
3Ocean Park Asset Management, LLC$34.3M
4Revolve Wealth Partners, LLC$15.4M
5Retirement Investment Advisors, Inc.$8.7M
6Merit Financial Group, LLC$8.3M
7Cyndeo Wealth Partners, LLC$5.9M
8Veery Capital, LLC$4.8M
9Insight Wealth Strategies, LLC$4.7M
10Wealthcare Advisory Partners LLC$3.8M
11Avidian Wealth Enterprises, LLC$3.5M
12Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$3.2M
13CERTIOR FINANCIAL GROUP, LLC$3.1M
14CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$2.7M
15WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$2.6M
16LAUREL OAK WEALTH MANAGEMENT, LLC$2.5M
17Brady Martz Wealth Solutions, LLC$2.4M
18Wedmont Private Capital$1.9M
19BROWN WEALTH MANAGEMENT, LLC$1.9M
20Brindle & Bay Financial Advisors, LLC$1.8M
21Plancorp, LLC$1.8M
22Friday Financial$1.7M
23Melone Private Wealth, LLC$1.7M
24DAVENPORT & Co LLC$1.7M
25WealthBridge Capital Management, LLC$1.3M
26NWAM LLC$1.3M
27Syntegra Private Wealth Group, LLC$1.3M
28APS Management Group, Inc.$1.3M
29FLC Capital Advisors$1.2M
30RAINEY & RANDALL WEALTH ADVISORS INC.$1.2M
31Hennion & Walsh Asset Management, Inc.$1.2M
32K2 Financial Inc.$1.1M
33RAMSEY QUANTITATIVE SYSTEMS$1.1M
34Brookstone Capital Management$1.0M
35ARWA LLC$911.8K
36FIRST UNITED BANK & TRUST$859.8K
37D.A. DAVIDSON & CO.$752.5K
38JACOBSON & SCHMITT ADVISORS, LLC$704.8K
39Breakwater Capital Group$679.4K
40Williams & Novak, LLC$642.2K
41PFW Advisors LLC$627.7K
42ACT WEALTH MANAGEMENT, LLC$603.5K
43SEAMOUNT FINANCIAL GROUP INC$554.1K
44Lansing Street Advisors$521.4K
45Apollon Wealth Management, LLC$516.7K
46FC Advisory LLC$480.0K
47Farther Finance Advisors, LLC$477.6K
48WEALTHCARE CAPITAL MANAGEMENT LLC$457.0K
49Brookwood Investment Group LLC$448.5K
50IFP Advisors, Inc$431.6K
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Manager changes
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1+$49.9M
2+$34.3M
3+$1.8M
4+$1.2M
5+$1.2M
6+$1.1M
7+$857.4K
8+$636.8K
9+$627.9K
10+$599.9K
11+$530.0K
12+$516.7K
13+$459.2K
14+$457.0K
15+$389.2K
16+$370.6K
17+$311.5K
18+$305.8K
19+$289.4K
20+$274.7K
21+$268.4K
22+$262.9K
23+$228.5K
24+$221.3K
25+$218.2K
26+$212.3K
27+$173.6K
28+$152.5K
29+$141.9K
30+$135.0K
31+$115.5K
32+$110.1K
33+$106.2K
34+$88.8K
35+$83.4K
36+$78.5K
37+$73.2K
38+$71.3K
39+$65.6K
40+$60.0K
41+$43.6K
42+$37.1K
43+$35.0K
44+$31.3K
45+$25.0K
46+$24.2K
47+$16.0K
48+$15.5K
49+$15.3K
50+$12.4K
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Filing Research | VANECK ETF TRUST Institutional Holdings