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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
226
Mutual Advisors
Nebraska
$321K -$65K -864 -16%
CIAS
227
Capital Investment Advisory Services
North Carolina
$319K +$123K +1,631 +60%
RVPG
228
Relative Value Partners Group
$315K +$324K +4,305 New
MC
229
Moors & Cabot
Massachusetts
$298K +$307K +4,075 New
DL
230
DOHJ LLC
Washington
$291K – – –
WFM
231
Wolff Financial Management
Michigan
$291K +$299K +3,971 New
RC
232
Randolph Company
Ohio
$289K +$73.2K +973 +33%
BL
233
BCWM LLC
Kansas
$288K – – –
AFM
234
Andesa Financial Management
Pennsylvania
$284K +$291K +3,865 New
CISOA
235
Capital Investment Services of America
Wisconsin
$267K -$52.7K -700 -16%
SMC
236
Smith, Moore & Co
Missouri
$263K -$7.53K -100 -3%
PWM
237
Perigon Wealth Management
California
$262K -$13K -173 -5%
TSS
238
Two Sigma Securities
New York
$262K +$269K +3,573 New
AA
239
Ancora Advisors
Ohio
$258K -$15.1K -200 -5%
PCMM
240
Piedmont Capital Management (Montana)
Montana
$250K -$15.3K -203 -6%
WOSD
241
WFA of San Diego
California
$243K +$250K +3,321 New
VFPI
242
Vantage Financial Partners (Illinois)
Illinois
$238K +$26.3K +350 +12%
HNB
243
Huntington National Bank
Ohio
$234K – – –
PFS
244
Prospera Financial Services
Texas
$227K – – –
CS
245
Comerica Securities
Michigan
$223K +$26.2K +348 +13%
FWM
246
Fairhaven Wealth Management
Illinois
$220K – – –
PCIG
247
Partners Capital Investment Group
Massachusetts
$220K +$226K +3,000 New
BRWM
248
B. Riley Wealth Management
Tennessee
$214K -$75.3K -1,000 -26%
BCM
249
Beck Capital Management
Texas
$212K -$3.01K -40 -1%
VCM
250
Vigilant Capital Management
Maine
$208K -$179K -2,382 -46%
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