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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Perigon Wealth Management
California
$277K -$6.63K -91 -2%
AA
227
Ancora Advisors
Ohio
$276K -$72.8K -1,000 -21%
SMC
228
Smith, Moore & Co
Missouri
$274K +$10.2K +140 +4%
PCMM
229
Piedmont Capital Management (Montana)
Montana
$262K – – –
Bank of New York Mellon
230
Bank of New York Mellon
New York
$257K +$253K +3,469 New
PFS
231
Prospera Financial Services
Texas
$230K +$226K +3,100 New
FWM
232
Fairhaven Wealth Management
Illinois
$222K – – –
WAM
233
WNY Asset Management
New York
$222K – – –
RC
234
Randolph Company
Ohio
$220K +$216K +2,967 New
BCM
235
Beck Capital Management
Texas
$218K -$22.4K -308 -9%
VFPI
236
Vantage Financial Partners (Illinois)
Illinois
$215K +$211K +2,900 New
ICG
237
InterOcean Capital Group
Tennessee
$204K +$200K +2,750 New
CIAS
238
Capital Investment Advisory Services
North Carolina
$202K +$95.5K +1,312 +93%
CS
239
Comerica Securities
Michigan
$200K +$196K +2,695 New
WBC
240
West Branch Capital
Massachusetts
$197K +$193K +2,657 New
ADL
241
Asset Dedication LLC
California
$192K – – –
SB
242
Strategic Blueprint
Georgia
$188K +$185K +2,541 New
CCM
243
Cutler Capital Management
Massachusetts
$183K +$12.4K +170 +7%
PMAS
244
PNC Managed Account Solutions
Texas
$167K +$164K +2,257 New
RG
245
Retirement Group
California
$138K +$9.46K +130 +7%
JFGIW
246
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$137K – – –
NFG
247
Next Financial Group
Texas
$128K +$51K +700 +68%
PFPT
248
Pinnacle Financial Partners (Tennessee)
Tennessee
$120K -$21.1K -290 -15%
PWA
249
Pinnacle Wealth Advisors
Tennessee
$120K +$118K +1,625 New
First Manhattan
250
First Manhattan
New York
$109K – – –