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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$41.2M +$43.2M +1,449,707 +1,282,927%
PWP
2
Principle Wealth Partners
Connecticut
$16.6M +$3.49M +117,272 +25%
FMN
3
Financial Management Network
California
$12M +$2.78M +93,157 +28%
LPL Financial
4
LPL Financial
California
$8.19M +$4.64M +155,648 +117%
DP
5
Denver PWM
Colorado
$7.46M +$7.9M +265,289 New
Mariner
6
Mariner
Kansas
$4.27M +$174K +5,830 +4%
MML Investors Services
7
MML Investors Services
Massachusetts
$4.21M +$394K +13,239 +10%
WIC
8
Woodmont Investment Counsel
Tennessee
$4.13M +$4.33M +145,435 New
Bank of America
9
Bank of America
North Carolina
$3.2M +$3.35M +112,508 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.47M +$2.31M +77,614 +840%
RJA
11
Raymond James & Associates
Florida
$2.35M +$1.63M +54,835 +198%
FFA
12
First Foundation Advisors
California
$1.66M +$303K +10,161 +21%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.66M +$149K +5,017 +9%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.64M +$117K +3,934 +7%
SPIA
15
Steward Partners Investment Advisory
New York
$1.56M +$1.61M +54,043 +7,948%
BCI
16
Brinker Capital Investments
Pennsylvania
$1.37M +$11.6K +391 +0.8%
OPS
17
Orion Portfolio Solutions
Nebraska
$1.37M +$11.6K +391 +0.8%
Truist Financial
18
Truist Financial
North Carolina
$1.32M +$893K +29,964 +184%
Stifel Financial
19
Stifel Financial
Missouri
$1.25M +$1.31M +44,095 New
PWP
20
Pursue Wealth Partners
California
$1.14M
NA
21
NewEdge Advisors
Louisiana
$834K +$107K +3,590 +14%
CIAS
22
Capital Investment Advisory Services
North Carolina
$792K +$1.52K +51 +0.2%
PAMG
23
Patton Albertson Miller Group
Tennessee
$774K +$811K +27,219 New
AF
24
Apexium Financial
Texas
$707K +$741K +24,860 New
BFA
25
Beaumont Financial Advisors
Massachusetts
$676K +$258K +8,675 +57%