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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Spire Wealth Management
Virginia
$580K +$14.9K +221 +2%
Brown Advisory
227
Brown Advisory
Maryland
$546K -$67.4K -1,002 -10%
LSPW
228
Lake Street Private Wealth
Illinois
$545K
Millennium Management
229
Millennium Management
New York
$539K +$604K +8,988 New
PM
230
Phraction Management
Connecticut
$538K
SFA
231
Sequoia Financial Advisors
Ohio
$524K +$149K +2,209 +34%
Fidelity Investments
232
Fidelity Investments
Massachusetts
$517K -$2.35K -35 -0.4%
UCFA
233
United Capital Financial Advisors
Texas
$515K -$302K -4,493 -34%
Wealthfront Advisers
234
Wealthfront Advisers
California
$511K +$118K +1,749 +26%
CW
235
CreativeOne Wealth
Kansas
$500K -$248K -3,684 -31%
CG
236
Clarus Group
Texas
$494K +$7.46K +111 +1%
CCM
237
Cutler Capital Management
Massachusetts
$494K +$84.1K +1,250 +18%
AR
238
Apeiron RIA
Texas
$480K +$542K +8,066 New
CA
239
Crewe Advisors
Utah
$479K +$52.5K +781 +11%
WF
240
Warner Financial
Maryland
$478K +$44.9K +668 +9%
OSNBOA
241
Old Second National Bank of Aurora
Illinois
$457K -$39.6K -589 -7%
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$456K -$242K -3,595 -32%
NA
243
NewEdge Advisors
Louisiana
$453K +$46.3K +688 +10%
E
244
ETFidea
New York
$437K
IF
245
Intrua Financial
Texas
$436K +$2.02K +30 +0.4%
APCM
246
Alaska Permanent Capital Management
Alaska
$431K -$23.9M -355,642 -98%
HI
247
Harbour Investments
Wisconsin
$431K
PA
248
PSI Advisors
Florida
$431K +$7.06K +105 +1%
DBIA
249
Dumont & Blake Investment Advisors
New Jersey
$409K
KA
250
Kovack Advisors
Florida
$401K +$450K +6,688 New