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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
1
Principle Wealth Partners
Connecticut
$14M +$13.1M +466,247 New
FMN
2
Financial Management Network
California
$10.1M +$1.46M +51,961 +18%
Mariner
3
Mariner
Kansas
$4.33M +$4.07M +144,417 New
MML Investors Services
4
MML Investors Services
Massachusetts
$4.04M +$898K +31,851 +31%
LPL Financial
5
LPL Financial
California
$3.97M +$2.48M +87,842 +197%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.61M +$1.25M +44,512 +476%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.6M +$669K +23,750 +80%
FFA
8
First Foundation Advisors
California
$1.45M +$1.36M +48,376 New
BCI
9
Brinker Capital Investments
Pennsylvania
$1.43M +$569K +20,182 +73%
OPS
10
Orion Portfolio Solutions
Nebraska
$1.43M +$569K +20,182 +73%
PWP
11
Pursue Wealth Partners
California
$1.2M +$845K +30,000 +300%
CIAS
12
Capital Investment Advisory Services
North Carolina
$833K +$368K +13,076 +89%
RJA
13
Raymond James & Associates
Florida
$831K +$782K +27,737 New
NA
14
NewEdge Advisors
Louisiana
$771K +$726K +25,759 New
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$740K -$35.1K -1,246 -5%
Truist Financial
16
Truist Financial
North Carolina
$488K +$138K +4,893 +43%
BFA
17
Beaumont Financial Advisors
Massachusetts
$452K +$426K +15,104 New
ATC
18
Argent Trust Co
Tennessee
$408K +$78.9K +2,800 +26%
AC
19
AlphaCore Capital
California
$340K +$320K +11,350 New
Goldman Sachs
20
Goldman Sachs
New York
$304K +$286K +10,145 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$277K +$260K +9,235 New
AA
22
Ancora Advisors
Ohio
$244K
LWA
23
Lowe Wealth Advisors
Maryland
$212K +$199K +7,070 New
IWP
24
IAG Wealth Partners
Wisconsin
$61.8K +$58.2K +2,065 New
Osaic Holdings
25
Osaic Holdings
Arizona
$48.2K -$51.3K -1,819 -53%