We are live on ! Find out more
SMOT icon

VanEck Morningstar SMID Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GLA
1
Great Lakes Advisors
Illinois
$41.1M +$2.2M +60,940 +6%
LPL Financial
2
LPL Financial
California
$39.7M -$4.93M -136,567 -11%
GI
3
Gradient Investments
Minnesota
$29.8M +$1.24M +34,296 +4%
Morgan Stanley
4
Morgan Stanley
New York
$21.8M -$241K -6,664 -1%
FMN
5
Financial Management Network
California
$20.4M +$284K +7,864 +1%
Bank of America
6
Bank of America
North Carolina
$15.6M -$6.39M -176,868 -29%
UCFA
7
United Capital Financial Advisors
Texas
$12.3M +$12.3M +339,937 New
MFIM
8
Mesirow Financial Investment Management
Illinois
$7.79M -$1.54M -42,591 -17%
Raymond James Financial
9
Raymond James Financial
Florida
$6.89M +$105K +2,905 +2%
MML Investors Services
10
MML Investors Services
Massachusetts
$5.06M +$446K +12,359 +10%
FAL
11
Focused Alpha LLC
Colorado
$3.81M +$3.81M +105,350 New
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$3.5M +$959K +26,545 +40%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$3.3M +$479K +13,252 +17%
EBSAM
14
Eubel Brady & Suttman Asset Management
Ohio
$2.93M +$20.2K +559 +0.7%
FOR
15
Family Office Research
Maryland
$2.44M -$363K -10,037 -13%
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
$2.39M -$30.9K -856 -1%
SEA
17
Stegent Equity Advisors
Texas
$2.38M +$135K +3,750 +6%
CP
18
Creekside Partners
California
$2.34M -$8.56K -237 -0.4%
PFS
19
Prospera Financial Services
Texas
$2.32M +$12K +332 +0.5%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$2.28M -$121K -3,341 -5%
TA
21
TPG Advisors
Illinois
$2.23M +$57.5K +1,593 +3%
TPWA
22
TRUE Private Wealth Advisors
Oregon
$2.04M -$336K -9,289 -14%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.92M -$305K -8,440 -14%
SI
24
Stephens Inc
Arkansas
$1.79M -$131K -3,632 -7%
Stifel Financial
25
Stifel Financial
Missouri
$1.77M -$10.3K -285 -0.6%