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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
251
Walled Lake Planning & Wealth Management
Illinois
$108K +$13K +178 +14%
ZB
252
Zions Bancorporation
Utah
$107K – – –
TWA
253
TCI Wealth Advisors
Arizona
$104K – – –
LWCFA
254
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$104K +$102K +1,404 New
TWM
255
Tradition Wealth Management
Minnesota
$98K – – –
WWMSC
256
Wagner Wealth Management (South Carolina)
South Carolina
$96K – – –
PA
257
Parallel Advisors
California
$95K – – –
PMFA
258
Plante Moran Financial Advisors
Michigan
$91K – – –
BFEC
259
Benjamin F. Edwards & Company
Missouri
$85K -$1.09K -15 -1%
TH
260
TCTC Holdings
Texas
$67K – – –
FI
261
Financial Insights
Washington
$66.8K +$65.7K +902 New
WWM
262
Wolff Wiese Magana
California
$55K +$7.86K +108 +17%
PGWM
263
Parisi Gray Wealth Management
New Jersey
$52K +$51K +700 New
ACA
264
Atlas Capital Advisors
Wyoming
$51.2K – – –
MIFH
265
Migdal Insurance & Financial Holdings
Israel
$49K – – –
LPWM
266
Lake Point Wealth Management
Texas
$48K +$47.3K +650 New
BCA
267
Berman Capital Advisors
Georgia
$39K – – –
Fifth Third Bancorp
268
Fifth Third Bancorp
Ohio
$37K +$36.4K +500 New
GWS
269
Glassman Wealth Services
Virginia
$36K – – –
FBT
270
First Bank & Trust
South Dakota
$34K – – –
PSIWM
271
Paradigm Strategies in Wealth Management
Minnesota
$31K – – –
S
272
SignatureFD
Georgia
$30K +$29.1K +400 New
GLLW
273
Graves Light Lenhart Wealth
Virginia
$29K – – –
HFA
274
Hoover Financial Advisors
Pennsylvania
$28K – – –
TRCT
275
Tower Research Capital (TRC)
New York
$27K +$26.6K +365 New