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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.92M +$228K +6,535 +13%
TA
27
TPG Advisors
Illinois
$1.81M +$270K +7,721 +16%
PFS
28
Prospera Financial Services
Texas
$1.73M +$458K +13,105 +33%
FFA
29
First Foundation Advisors
California
$1.66M -$7.3K -209 -0.4%
SEA
30
Stegent Equity Advisors
Texas
$1.66M +$240K +6,887 +16%
SI
31
Stephens Inc
Arkansas
$1.64M +$374K +10,726 +27%
SPIA
32
Steward Partners Investment Advisory
New York
$1.64M +$9.36K +268 +0.5%
Stifel Financial
33
Stifel Financial
Missouri
$1.61M -$18.7K -537 -1%
Jones Financial Companies
34
Jones Financial Companies
Missouri
$1.56M +$456K +13,071 +38%
PWP
35
Pursue Wealth Partners
California
$1.55M
MFS
36
Mattson Financial Services
Michigan
$1.37M -$226K -6,465 -13%
AWA
37
Acorn Wealth Advisors
Michigan
$1.27M +$49.3K +1,412 +4%
Truist Financial
38
Truist Financial
North Carolina
$1.26M -$919K -26,323 -41%
BFA
39
Beaumont Financial Advisors
Massachusetts
$1.09M +$36.1K +1,034 +3%
PAMG
40
Patton Albertson Miller Group
Tennessee
$1.03M -$48.3K -1,384 -4%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.02M +$80.2K +2,298 +8%
PW
42
Paladin Wealth
Minnesota
$1.01M +$4.71K +135 +0.4%
SFPG
43
Stonebridge Financial Planning Group
Florida
$1M +$495K +14,166 +86%
Goldman Sachs
44
Goldman Sachs
New York
$921K +$980K +28,083 New
EH
45
Equitable Holdings
New York
$883K -$118K -3,382 -11%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$867K +$111K +3,188 +14%
ATC
47
Argent Trust Co
Tennessee
$812K -$17.5K -500 -2%
FFG
48
First Financial Group
North Carolina
$737K +$6.98K +200 +0.9%
SA
49
Sanctuary Advisors
Indiana
$690K -$82.1K -2,352 -10%
LWA
50
Lowe Wealth Advisors
Maryland
$670K +$69.9K +2,001 +11%