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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
Waverly Advisors
Alabama
$2.9M -$23.9K -236 -0.8%
LWM
227
Lionsbridge Wealth Management
Florida
$2.86M -$152K -1,507 -5%
XF
228
XML Financial
Maryland
$2.81M -$70.7K -699 -3%
KWM
229
Kingsview Wealth Management
Oregon
$2.77M +$1.17M +11,576 +77%
PFA
230
Plotkin Financial Advisors
Maryland
$2.75M -$52.4K -518 -2%
IAN
231
Integrated Advisors Network
Texas
$2.74M -$501K -4,957 -16%
Bank of New York Mellon
232
Bank of New York Mellon
New York
$2.71M -$21.1M -208,237 -89%
LSA
233
L & S Advisors
California
$2.64M +$33.8K +334 +1%
AOWM
234
Asset One Wealth Management
Washington
$2.64M -$260K -2,572 -9%
GB
235
Goepper Burkhardt
South Carolina
$2.64M -$1.79M -17,657 -41%
CSI
236
Cross Staff Investments
New York
$2.62M +$303 +3 +0%
VPF
237
Vantage Point Financial
Illinois
$2.62M -$178K -1,762 -7%
PNC Financial Services Group
238
PNC Financial Services Group
Pennsylvania
$2.61M +$7.08K +70 +0.3%
YIA
239
YHB Investment Advisors
Connecticut
$2.54M -$581K -5,750 -19%
WKSWA
240
White Knight Strategic Wealth Advisors
New Jersey
$2.54M +$247K +2,442 +11%
TCM
241
Triumph Capital Management
Colorado
$2.53M +$54.3K +537 +2%
MA
242
Mutual Advisors
Nebraska
$2.51M -$187K -1,845 -7%
WW
243
Westshore Wealth
California
$2.49M -$217K -2,150 -8%
Wealthfront Advisers
244
Wealthfront Advisers
California
$2.47M +$121K +1,200 +5%
Jane Street
245
Jane Street
New York
$2.45M +$1.57M +15,572 +194%
CCWA
246
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.44M +$199K +1,964 +9%
Qube Research & Technologies (QRT)
247
Qube Research & Technologies (QRT)
United Kingdom
$2.44M -$6.63M -65,549 -74%
FTS
248
Fifth Third Securities
Ohio
$2.41M -$27.8K -275 -1%
FFG
249
First Financial Group
North Carolina
$2.4M +$17.6K +174 +0.8%
HWA
250
HHM Wealth Advisors
Tennessee
$2.37M -$22.2K -220 -1%