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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
226
Stratos Wealth Partners
Ohio
$584K -$471K -6,393 -45%
E
227
ETFidea
New York
$555K
DBIA
228
Dumont & Blake Investment Advisors
New Jersey
$553K +$545K +7,402 New
Fidelity Investments
229
Fidelity Investments
Massachusetts
$550K +$24.8K +337 +5%
Mercer Global Advisors
230
Mercer Global Advisors
Colorado
$542K +$41.8K +567 +8%
SIC
231
Samalin Investment Counsel
New York
$539K +$531K +7,210 New
HIP
232
HUB Investment Partners
Texas
$515K
BJL
233
Brighton Jones LLC
Washington
$505K +$5.97K +81 +1%
PA
234
PSI Advisors
Florida
$499K +$114K +1,545 +30%
IF
235
Intrua Financial
Texas
$484K +$8.11K +110 +2%
CA
236
Crewe Advisors
Utah
$484K +$478K +6,485 New
RGF
237
Retirement Guys Formula
Ohio
$481K -$439K -5,959 -48%
WF
238
Warner Financial
Maryland
$478K +$226K +3,070 +92%
CIBC World Market
239
CIBC World Market
Ontario, Canada
$472K +$101K +1,370 +28%
GWM
240
Geneos Wealth Management
Colorado
$470K -$221 -3 -0%
BC
241
Barnett & Company
Tennessee
$439K -$811 -11 -0.2%
OCM
242
One Capital Management
California
$433K
Wealthfront Advisers
243
Wealthfront Advisers
California
$425K +$218K +2,964 +109%
FHA
244
Flagship Harbor Advisors
Massachusetts
$417K -$12.5K -169 -3%
AFM
245
Andesa Financial Management
Pennsylvania
$415K -$45.7K -620 -10%
EP
246
Eudaimonia Partners
Tennessee
$402K +$397K +5,387 New
MA
247
Mutual Advisors
Nebraska
$395K -$36.3K -493 -9%
CCM
248
Cutler Capital Management
Massachusetts
$392K
BCA
249
Bay Colony Advisors
Massachusetts
$385K -$10.6K -144 -3%
WCG
250
Weaver Consulting Group
California
$381K -$24.2K -329 -6%