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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
226
William Blair & Company
Illinois
$3.55M -$258K -2,937 -7%
TW
227
Trajan Wealth
Arizona
$3.54M -$49.7K -567 -1%
ACM
228
Avalon Capital Management
California
$3.53M -$1.36M -15,468 -29%
EFS
229
Essex Financial Services
Connecticut
$3.51M -$3.37M -38,457 -51%
WW
230
Westshore Wealth
California
$3.5M -$47.2K -538 -1%
GVAG
231
Great Valley Advisor Group
Delaware
$3.49M -$1.19M -13,510 -27%
BFF
232
Byrne Financial Freedom
Massachusetts
$3.39M -$2.33M -26,560 -42%
GRP
233
Global Retirement Partners
California
$3.33M +$3.12M +35,555 New
BCI
234
Brinker Capital Investments
Pennsylvania
$3.33M -$495K -5,647 -14%
DWM
235
Darwin Wealth Management
Florida
$3.32M +$47.1K +537 +2%
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$3.28M -$214K -2,439 -7%
RFN
237
RDA Financial Network
Iowa
$3.27M -$29.8K -340 -1%
RWA
238
Rooted Wealth Advisors
Illinois
$3.26M -$605K -6,902 -17%
CWM
239
Collaborative Wealth Management
Florida
$3.26M +$27.8K +317 +0.9%
XPN
240
XY Planning Network
Montana
$3.25M +$3.04M +34,696 New
ACS
241
Archford Capital Strategies
Illinois
$3.25M -$526K -5,997 -15%
EWM
242
Endowment Wealth Management
Wisconsin
$3.17M +$195K +2,221 +7%
PIA
243
Panoramic Investment Advisors
Colorado
$3.16M -$274K -3,125 -8%
TA
244
Tactive Advisors
Florida
$3.13M +$2.92M +33,327 New
EWA
245
EP Wealth Advisors
California
$3.09M -$20.3M -230,840 -88%
Envestnet Portfolio Solutions
246
Envestnet Portfolio Solutions
Illinois
$3.04M -$3.09M -35,211 -52%
AW
247
Atlas Wealth
Ohio
$3.01M -$491K -5,593 -15%
XT
248
XTX Topco
Cayman Islands
$2.86M +$2.18M +24,899 +445%
SC
249
Soundwatch Capital
Connecticut
$2.84M +$4.9M +55,856 +583%
AFG
250
Atomi Financial Group
New York
$2.83M +$62K +707 +2%