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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
226
BlueCrest Capital Management
Jersey
$874K +$840K +11,836 New
WS
227
Wedbush Securities
California
$862K -$48.4K -682 -6%
FFN
228
Focus Financial Network
Minnesota
$838K +$55.7K +784 +7%
FCT
229
First Community Trust
Iowa
$834K – – –
CRWM
230
Castle Rock Wealth Management
California
$820K -$6.11K -86 -0.8%
KCM
231
KM Capital Management
Texas
$804K – – –
SOS
232
Silver Oak Securities
Tennessee
$792K +$761K +10,721 New
SL
233
Sentinus LLC
Illinois
$789K +$758K +10,682 New
CCM
234
Cutler Capital Management
Massachusetts
$763K +$46.7K +658 +7%
LPT
235
Legacy Private Trust
Wisconsin
$761K -$142K -1,998 -16%
NFSG
236
Newbridge Financial Services Group
Florida
$742K -$19.2K -270 -3%
ACA
237
Aptus Capital Advisors
Alabama
$738K +$709K +9,995 New
GWANC
238
Guardian Wealth Advisors (North Carolina)
North Carolina
$738K +$709K +9,995 New
RFA
239
Resurgent Financial Advisors
Georgia
$729K +$50.3K +708 +8%
Brown Advisory
240
Brown Advisory
Maryland
$709K +$36.3K +511 +6%
AGP
241
Autumn Glory Partners
Texas
$691K +$10.3K +145 +2%
KWM
242
Kaydan Wealth Management
Michigan
$687K – – –
GC
243
Gilbert & Cook
Iowa
$672K -$86.5K -1,219 -12%
Lido Advisors
244
Lido Advisors
California
$671K +$147K +2,073 +30%
PM
245
Phraction Management
Connecticut
$662K – – –
AWS
246
Aspen Wealth Strategies
Colorado
$660K -$9.3K -131 -1%
CAM
247
Cresset Asset Management
Illinois
$655K -$136K -1,912 -18%
WF
248
Warner Financial
Maryland
$614K +$12.2K +172 +2%
US Bancorp
249
US Bancorp
Minnesota
$595K +$86K +1,211 +18%
CG
250
Clarus Group
Texas
$593K -$13.7K -193 -2%