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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WF
251
Welch & Forbes
Massachusetts
$380K +$17.7K +240 +5%
TCM
252
TD Capital Management
Tennessee
$367K +$99.3K +1,348 +38%
MC
253
Moors & Cabot
Massachusetts
$365K +$59.2K +804 +20%
PIA
254
Perennial Investment Advisors
California
$364K +$19.6K +266 +6%
PM
255
Phraction Management
Connecticut
$364K +$359K +4,870 New
SEP
256
Southland Equity Partners
Missouri
$361K +$356K +4,835 New
SFA
257
Sequoia Financial Advisors
Ohio
$356K -$74.9K -1,017 -18%
IWC
258
Integrated Wealth Concepts
Massachusetts
$353K -$178K -2,421 -34%
PW
259
Peninsula Wealth
California
$353K +$28.7K +390 +9%
RC
260
Randolph Company
Ohio
$350K +$11.4K +155 +3%
CIAS
261
Capital Investment Advisory Services
North Carolina
$342K -$29.5K -401 -8%
Lido Advisors
262
Lido Advisors
California
$337K -$44.3K -601 -12%
ADL
263
Asset Dedication LLC
California
$328K +$23.4K +317 +8%
GLA
264
Good Life Advisors
Pennsylvania
$312K -$1.16M -15,755 -79%
RIA
265
Realta Investment Advisors
Delaware
$299K +$295K +3,999 New
WFM
266
Wolff Financial Management
Michigan
$297K
LNWTC
267
Laird Norton Wetherby Trust Company
Washington
$295K +$291K +3,950 New
AGA
268
Accuvest Global Advisors
Utah
$290K -$532K -7,218 -65%
WLPWM
269
Walled Lake Planning & Wealth Management
Illinois
$278K -$159K -2,156 -37%
LWAC
270
Laurel Wealth Advisors (California)
California
$278K -$157K -2,130 -36%
CISOA
271
Capital Investment Services of America
Wisconsin
$278K
VA
272
Valmark Advisers
Ohio
$276K +$273K +3,699 New
MIFH
273
Migdal Insurance & Financial Holdings
Israel
$271K +$111K +1,500 +72%
PWM
274
Perigon Wealth Management
California
$266K -$59K -800 -18%
SOS
275
Silver Oak Securities
Tennessee
$264K +$264K +3,582 New