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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFN
226
Focus Financial Network
Minnesota
$838K +$55.7K +784 +7%
FCT
227
First Community Trust
Iowa
$834K
CRWM
228
Castle Rock Wealth Management
California
$820K -$6.11K -86 -0.8%
KCM
229
KM Capital Management
Texas
$804K
SOS
230
Silver Oak Securities
Tennessee
$792K +$761K +10,721 New
SL
231
Sentinus LLC
Illinois
$789K +$758K +10,682 New
CCM
232
Cutler Capital Management
Massachusetts
$763K +$46.7K +658 +7%
LPT
233
Legacy Private Trust
Wisconsin
$761K -$142K -1,998 -16%
NFSG
234
Newbridge Financial Services Group
Florida
$742K -$19.2K -270 -3%
ACA
235
Aptus Capital Advisors
Alabama
$738K +$709K +9,995 New
GWANC
236
Guardian Wealth Advisors (North Carolina)
North Carolina
$738K +$709K +9,995 New
RFA
237
Resurgent Financial Advisors
Georgia
$729K +$50.3K +708 +8%
Brown Advisory
238
Brown Advisory
Maryland
$709K +$36.3K +511 +6%
AGP
239
Autumn Glory Partners
Texas
$691K +$10.3K +145 +2%
KWM
240
Kaydan Wealth Management
Michigan
$687K
GC
241
Gilbert & Cook
Iowa
$672K -$86.5K -1,219 -12%
Lido Advisors
242
Lido Advisors
California
$671K +$147K +2,073 +30%
PM
243
Phraction Management
Connecticut
$662K
AWS
244
Aspen Wealth Strategies
Colorado
$660K -$9.3K -131 -1%
CAM
245
Cresset Asset Management
Illinois
$655K -$136K -1,912 -18%
WF
246
Warner Financial
Maryland
$614K +$12.2K +172 +2%
US Bancorp
247
US Bancorp
Minnesota
$595K +$86K +1,211 +18%
CG
248
Clarus Group
Texas
$593K -$13.7K -193 -2%
AA
249
Ancora Advisors
Ohio
$581K +$222K +3,134 +66%
EFS
250
Essex Financial Services
Connecticut
$577K +$272K +3,825 +96%