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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAC
251
Certified Advisory Corp
Florida
$24K +$22.4K +340 New
AWA
252
Arkadios Wealth Advisors
Georgia
$23K
TFGT
253
TS Financial Group (TSFG)
Illinois
$22K
PK
254
Pflug Koory
Nebraska
$21K
FF
255
FourThought Financial
Florida
$20K
GEA
256
Glen Eagle Advisors
New Jersey
$17.3K
CFA
257
Carroll Financial Associates
North Carolina
$17K
SCA
258
Stonebridge Capital Advisors
Minnesota
$15K +$14.1K +214 New
HFM
259
Hartford Financial Management
Connecticut
$14K +$12.9K +196 New
CFGS
260
Concourse Financial Group Securities
Alabama
$10K -$48.3K -733 -84%
EWM
261
Edge Wealth Management
New York
$10K
GAM
262
Gemmer Asset Management
California
$9K
Bank of Montreal
263
Bank of Montreal
Ontario, Canada
$8K -$11.5K -174 -62%
MAM
264
McCarthy Asset Management
California
$8K
SL
265
Savior LLC
Massachusetts
$7K
COCM
266
Charter Oak Capital Management
New Hampshire
$6K
MAM
267
Meeder Asset Management
Ohio
$6K
WT
268
Washington Trust
Rhode Island
$6K +$5.47K +83 New
AIC
269
Archer Investment Corporation
Indiana
$5.75K
TCOV
270
Trust Company of Vermont
Vermont
$4K -$791 -12 -18%
BWM
271
Baystate Wealth Management
Massachusetts
$4K
HCA
272
Heck Capital Advisors
Wisconsin
$3.33K +$1.38K +21 +78%
JCM
273
Jacobi Capital Management
Pennsylvania
$3K
CWP
274
Concord Wealth Partners
Virginia
$2K
GI
275
Gradient Investments
Minnesota
$2K