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VanEck Morningstar SMID Moat ETF
SMOT

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Gradient Investments
1
Gradient Investments
Minnesota
USD 35.2 M +USD 1.33 M +35,422 +4%
LPL Financial
2
LPL Financial
California
USD 32.4 M -USD 3.68 M -98,042 -11%
Great Lakes Advisors
3
Great Lakes Advisors
Illinois
USD 29 M -USD 2.61 M -69,483 -9%
Morgan Stanley
4
Morgan Stanley
New York
USD 17.2 M -USD 1.92 M -51,117 -10%
Bank of America
5
Bank of America
North Carolina
USD 17.2 M +USD 791 k +21,079 +5%
United Capital Financial Advisors
6
United Capital Financial Advisors
Texas
USD 13.2 M +USD 20.3 k +542 +0.2%
Financial Management Network
7
Financial Management Network
California
USD 11.8 M -USD 6.56 M -174,980 -37%
Mesirow Financial Investment Management
8
Mesirow Financial Investment Management
Illinois
USD 10.4 M -USD 4.05 k -108 -0%
Raymond James Financial
9
Raymond James Financial
Florida
USD 5.84 M -USD 713 k -19,012 -11%
FAL
10
Focused Alpha LLC
Colorado
USD 5.35 M +USD 1.21 M +32,372 +31%
Jones Financial Companies
11
Jones Financial Companies
Missouri
USD 4.47 M +USD 323 k +8,605 +8%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
USD 3.12 M -USD 129 k -3,440 -4%
Eubel Brady & Suttman Asset Management
13
Eubel Brady & Suttman Asset Management
Ohio
USD 3.1 M -USD 59 k -1,572 -2%
BONH
14
Bank of New Hampshire
New Hampshire
USD 2.78 M +USD 1.52 M +40,460 +130%
CP
15
Creekside Partners
California
USD 2.65 M +USD 36.5 k +972 +1%
Prospera Financial Services
16
Prospera Financial Services
Texas
USD 2.52 M -USD 7.99 k -213 -0.3%
TRUE Private Wealth Advisors
17
TRUE Private Wealth Advisors
Oregon
USD 2.46 M +USD 81.2 k +2,166 +4%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
USD 2.2 M -USD 180 k -4,798 -8%
Vise Technologies
19
Vise Technologies
New York
USD 2.12 M +USD 692 k +18,457 +51%
MAI Capital Management
20
MAI Capital Management
Ohio
USD 2.01 M +USD 945 k +25,200 +95%
FOR
21
Family Office Research
Maryland
USD 1.91 M -USD 85.3 k -2,275 -4%
Stephens Inc
22
Stephens Inc
Arkansas
USD 1.91 M -USD 92.1 k -2,455 -5%
BFA
23
Brown Financial Advisors
Ohio
USD 1.9 M +USD 18.2 k +486 +1%
TA
24
TPG Advisors
Illinois
USD 1.89 M +USD 30.4 k +810 +2%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
USD 1.87 M -USD 209 k -5,577 -10%
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