We are live on ! Find out more
SMOT icon

VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMN
1
Financial Management Network
California
$7.88M +$8.2M +283,513 New
MML Investors Services
2
MML Investors Services
Massachusetts
$2.93M +$2.98M +103,076 New
LPL Financial
3
LPL Financial
California
$1.27M +$1.29M +44,666 New
RA
4
RFG Advisory
Alabama
$1.13M -$140K -4,828 -11%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$842K +$856K +29,603 New
BCI
6
Brinker Capital Investments
Pennsylvania
$781K +$794K +27,463 New
OPS
7
Orion Portfolio Solutions
Nebraska
$781K +$794K +27,463 New
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$738K +$751K +25,960 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$434K -$150K -5,186 -25%
CIAS
10
Capital Investment Advisory Services
North Carolina
$419K +$296K +10,233 +228%
Truist Financial
11
Truist Financial
North Carolina
$325K +$330K +11,413 New
ATC
12
Argent Trust Co
Tennessee
$308K +$313K +10,820 New
PWP
13
Pursue Wealth Partners
California
$284K +$289K +10,000 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$266K +$271K +9,357 New
Citadel Advisors
15
Citadel Advisors
Florida
$260K -$180K -6,230 -41%
AA
16
Ancora Advisors
Ohio
$232K +$235K +8,140 New
TRCT
17
Tower Research Capital (TRC)
New York
$103K +$105K +3,629 New
Osaic Holdings
18
Osaic Holdings
Arizona
$97.5K +$99.1K +3,427 New
GI
19
Gradient Investments
Minnesota
$59.5K -$13.5M -467,241 -100%
CIR
20
Clear Investment Research
Georgia
$49.7K +$50.5K +1,747 New
Morgan Stanley
21
Morgan Stanley
New York
$1.79K +$1.82K +63 New