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VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$38.6M -$9.24M -258,847 -19%
LPL Financial
2
LPL Financial
California
$37.5M +$5.68M +158,994 +17%
PWP
3
Principle Wealth Partners
Connecticut
$26.9M +$151K +4,235 +0.5%
Bank of America
4
Bank of America
North Carolina
$25.8M +$1.89M +53,083 +8%
FMN
5
Financial Management Network
California
$18.3M +$666K +18,666 +4%
Morgan Stanley
6
Morgan Stanley
New York
$16.1M +$14.3M +401,364 +619%
AF
7
Apexium Financial
Texas
$11.4M +$1.26M +35,259 +12%
FFA
8
Farther Finance Advisors
California
$9.57M +$9.91M +277,573 +3,965,329%
MFIM
9
Mesirow Financial Investment Management
Illinois
$9.55M +$638K +17,863 +7%
Raymond James Financial
10
Raymond James Financial
Florida
$8.43M +$8.73M +244,510 New
WIC
11
Woodmont Investment Counsel
Tennessee
$5.65M +$162K +4,527 +3%
KAS
12
Kestra Advisory Services
Texas
$4.97M +$379K +10,616 +8%
MML Investors Services
13
MML Investors Services
Massachusetts
$4.17M +$976K +27,349 +29%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$3.9M +$514K +14,412 +15%
FOR
15
Family Office Research
Maryland
$2.93M +$3.03M +84,953 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$2.88M +$299K +8,365 +11%
Osaic Holdings
17
Osaic Holdings
Arizona
$2.82M +$1.52M +42,700 +110%
EBSAM
18
Eubel Brady & Suttman Asset Management
Ohio
$2.79M +$40.4K +1,131 +1%
TPWA
19
TRUE Private Wealth Advisors
Oregon
$2.75M +$327K +9,148 +13%
Mercer Global Advisors
20
Mercer Global Advisors
Colorado
$2.59M +$97K +2,717 +4%
BFA
21
Brown Financial Advisors
Ohio
$2.47M -$841K -23,549 -25%
Truist Financial
22
Truist Financial
North Carolina
$2.23M -$331K -9,274 -13%
EWA
23
EP Wealth Advisors
California
$2.17M -$85.7K -2,400 -4%
CP
24
Creekside Partners
California
$2.15M +$285K +7,970 +15%
HighTower Advisors
25
HighTower Advisors
Illinois
$1.79M -$184K -5,161 -9%