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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DL
226
DOHJ LLC
Washington
$283K
PWM
227
Perigon Wealth Management
California
$277K -$6.63K -91 -2%
AA
228
Ancora Advisors
Ohio
$276K -$72.8K -1,000 -21%
SMC
229
Smith, Moore & Co
Missouri
$274K +$10.2K +140 +4%
PCMM
230
Piedmont Capital Management (Montana)
Montana
$262K
Bank of New York Mellon
231
Bank of New York Mellon
New York
$257K +$253K +3,469 New
PFS
232
Prospera Financial Services
Texas
$230K +$226K +3,100 New
FWM
233
Fairhaven Wealth Management
Illinois
$222K
WAM
234
WNY Asset Management
New York
$222K
RC
235
Randolph Company
Ohio
$220K +$216K +2,967 New
BCM
236
Beck Capital Management
Texas
$218K -$22.4K -308 -9%
VFPI
237
Vantage Financial Partners (Illinois)
Illinois
$215K +$211K +2,900 New
ICG
238
InterOcean Capital Group
Tennessee
$204K +$200K +2,750 New
CIAS
239
Capital Investment Advisory Services
North Carolina
$202K +$95.5K +1,312 +93%
CS
240
Comerica Securities
Michigan
$200K +$196K +2,695 New
WBC
241
West Branch Capital
Massachusetts
$197K +$193K +2,657 New
ADL
242
Asset Dedication LLC
California
$192K
SB
243
Strategic Blueprint
Georgia
$188K +$185K +2,541 New
CCM
244
Cutler Capital Management
Massachusetts
$183K +$12.4K +170 +7%
PMAS
245
PNC Managed Account Solutions
Texas
$167K +$164K +2,257 New
RG
246
Retirement Group
California
$138K +$9.46K +130 +7%
JFGIW
247
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$137K
NFG
248
Next Financial Group
Texas
$128K +$51K +700 +68%
PFPT
249
Pinnacle Financial Partners (Tennessee)
Tennessee
$120K -$21.1K -290 -15%
PWA
250
Pinnacle Wealth Advisors
Tennessee
$120K +$118K +1,625 New