Snapshot holdings
#
1Hennion & Walsh Asset Management, Inc.$10.4M
2ABLE Financial Group, LLC$10.2M
3CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$9.0M
4Cyndeo Wealth Partners, LLC$7.8M
5Total Clarity Wealth Management, Inc.$2.8M
6C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$2.3M
7OLD NATIONAL BANCORP /IN/$2.2M
8White & Co Financial Planning Inc$2.0M
9WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.8M
10Balance Wealth Partners LLC$1.6M
11BARTLETT & CO. WEALTH MANAGEMENT LLC$1.5M
12Envestnet Portfolio Solutions, Inc.$1.4M
13BENJAMIN EDWARDS INC$1.3M
14FOCUS Wealth Advisors, LLC$1.1M
15CONFLUENCE INVESTMENT MANAGEMENT LLC$921.8K
16Elmwood Wealth Management, Inc.$817.6K
17IFP Advisors, Inc$581.0K
18RDA Financial Network$288.9K
19Capital Advisors Wealth Management, LLC$233.2K
20Strategic Blueprint, LLC$226.1K
21B. Riley Wealth Advisors, Inc.$211.2K
22Bank of New Hampshire$135.1K
23Versant Capital Management, Inc$120.5K
24Farther Finance Advisors, LLC$54.9K
25GAMMA Investing LLC$43.9K
26LGT Financial Advisors LLC$30.8K
27EASTERN BANK$27.1K
28Capital Investment Advisory Services, LLC$25.2K
29PARK AVENUE SECURITIES LLC$4.7K
30EVOLUTION WEALTH MANAGEMENT INC.$1.5K
31CX Institutional$380
Manager changes
#
1+$1.1M
2+$966.2K
3+$610.7K
4+$407.6K
5+$401.4K
6+$324.2K
7+$220.8K
8+$211.2K
9+$148.1K
10+$135.1K
11+$77.3K
12+$23.3K
13+$18.1K
14+$3.0K
15+$2.3K
16+$840
17
EASTERN BANK
+$517
18+$481
19+$28
20-$1.3K
21-$5.5K
22-$23.4K
23-$38.0K
24-$84.0K
25-$153.8K
26-$182.7K
27-$189.1K
28-$221.0K
29-$891.6K
30-$1.8M
31-$2.0M
Filing Research | VANECK ETF TRUST Institutional Holdings