We are live on ! Find out more
SMOT icon

VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$44.5M +$2.71M +75,338 +7%
GLA
2
Great Lakes Advisors
Illinois
$38.7M +$2.69M +74,823 +7%
GI
3
Gradient Investments
Minnesota
$28.5M -$16.1M -447,762 -36%
Morgan Stanley
4
Morgan Stanley
New York
$22M +$1.52M +42,436 +7%
Bank of America
5
Bank of America
North Carolina
$21.9M -$116K -3,216 -0.5%
FMN
6
Financial Management Network
California
$20M -$321K -8,939 -2%
AF
7
Apexium Financial
Texas
$11.9M +$187K +5,207 +2%
MFIM
8
Mesirow Financial Investment Management
Illinois
$9.3M +$43.2K +1,202 +0.5%
Raymond James Financial
9
Raymond James Financial
Florida
$6.76M +$346K +9,622 +5%
MML Investors Services
10
MML Investors Services
Massachusetts
$4.6M +$349K +9,707 +8%
EBSAM
11
Eubel Brady & Suttman Asset Management
Ohio
$2.9M +$114K +3,183 +4%
Jones Financial Companies
12
Jones Financial Companies
Missouri
$2.82M +$433K +12,049 +18%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.78M -$56.3K -1,568 -2%
FOR
14
Family Office Research
Maryland
$2.77M -$31.7K -883 -1%
KAS
15
Kestra Advisory Services
Texas
$2.43M -$106K -2,957 -4%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$2.41M -$230K -6,402 -9%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$2.41M +$405K +11,268 +20%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.39M -$757K -21,067 -24%
TPWA
19
TRUE Private Wealth Advisors
Oregon
$2.36M -$801K -22,300 -25%
CP
20
Creekside Partners
California
$2.34M -$16.1K -449 -0.7%
FFA
21
Farther Finance Advisors
California
$2.33M -$3.2M -89,131 -58%
PFS
22
Prospera Financial Services
Texas
$2.3M -$58.4K -1,624 -2%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$2.27M +$1.46M +40,591 +181%
SEA
24
Stegent Equity Advisors
Texas
$2.24M -$383K -10,648 -15%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$2.22M -$952K -26,494 -30%