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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
226
Jacksonville Wealth Management
Florida
$3.28M +$64K +627 +2%
PIA
227
Panoramic Investment Advisors
Colorado
$3.27M -$117K -1,148 -4%
SFGM
228
Stonebridge Financial Group (Missouri)
Missouri
$3.22M +$3.18M +31,131 New
CWM
229
Collaborative Wealth Management
Florida
$3.19M -$198K -1,934 -6%
XF
230
XML Financial
Maryland
$3.18M -$2.03M -19,861 -39%
CCM
231
Cutler Capital Management
Massachusetts
$3.17M +$262K +2,570 +9%
AFG
232
Atomi Financial Group
New York
$3.07M +$67.2K +658 +2%
LWM
233
Lionsbridge Wealth Management
Florida
$3.05M +$94.1K +921 +3%
TPBG
234
Turning Point Benefit Group
Maryland
$3.03M +$652K +6,381 +28%
HI
235
Harbour Investments
Wisconsin
$3.03M +$442K +4,327 +17%
BW
236
BXM Wealth
Colorado
$3.02M +$7.45M +72,904 +279%
WA
237
Waverly Advisors
Alabama
$3M +$43.8K +429 +2%
WW
238
Westshore Wealth
California
$2.96M -$497K -4,864 -15%
VPF
239
Vantage Point Financial
Illinois
$2.95M -$105K -1,026 -3%
Susquehanna International Group
240
Susquehanna International Group
Pennsylvania
$2.92M -$1.12M -10,974 -28%
AOWM
241
Asset One Wealth Management
Washington
$2.9M +$2.82M +27,618 New
CP
242
Creekside Partners
California
$2.85M -$138K -1,355 -5%
MA
243
Mutual Advisors
Nebraska
$2.84M -$919K -8,994 -25%
PFA
244
Plotkin Financial Advisors
Maryland
$2.84M -$8.56M -83,827 -75%
CPC
245
Cookson Peirce & Co
Pennsylvania
$2.81M +$24.7K +242 +0.9%
BWM
246
BCS Wealth Management
Tennessee
$2.75M +$1.13M +11,060 +71%
ACA
247
Aptus Capital Advisors
Alabama
$2.7M +$497K +4,864 +23%
LSA
248
L & S Advisors
California
$2.69M -$2.04K -20 -0.1%
CWM
249
Cornerstone Wealth Management
Missouri
$2.66M +$137K +1,341 +6%
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$2.66M +$22.9K +224 +0.9%