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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
251
Brighton Jones LLC
Washington
$392K -$42.2K -615 -9%
TCM
252
TD Capital Management
Tennessee
$392K +$85.2K +1,241 +25%
SEP
253
Southland Equity Partners
Missouri
$390K +$88.5K +1,290 +27%
CIAS
254
Capital Investment Advisory Services
North Carolina
$384K +$98.6K +1,437 +31%
PTC
255
Private Trust Company
Ohio
$377K +$406K +5,920 New
HCA
256
Heck Capital Advisors
Wisconsin
$371K -$325K -4,736 -45%
OCM
257
One Capital Management
California
$361K -$8.85K -129 -2%
FHA
258
Flagship Harbor Advisors
Massachusetts
$337K -$20.3K -296 -5%
ADL
259
Asset Dedication LLC
California
$329K +$51.5K +750 +17%
WCG
260
Weaver Consulting Group
California
$325K
CA
261
Continuum Advisory
Idaho
$323K +$348K +5,068 New
WA
262
Waddell & Associates
Tennessee
$321K +$345K +5,034 New
WF
263
Welch & Forbes
Massachusetts
$305K -$20.6K -300 -6%
PW
264
Peninsula Wealth
California
$301K
Lido Advisors
265
Lido Advisors
California
$294K +$6.86K +100 +2%
RGF
266
Retirement Guys Formula
Ohio
$278K -$142K -2,071 -32%
WLPWM
267
Walled Lake Planning & Wealth Management
Illinois
$273K +$39.2K +571 +15%
MWM
268
Modera Wealth Management
New Jersey
$272K +$293K +4,271 New
Renaissance Technologies
269
Renaissance Technologies
New York
$263K -$424K -6,172 -60%
MIH
270
Meitav Investment House
Israel
$263K +$54.7K +797 +24%
IGWM
271
ICA Group Wealth Management
Colorado
$259K -$4.53K -66 -2%
EP
272
Eudaimonia Partners
Tennessee
$256K -$94.2K -1,373 -25%
WFM
273
Wolff Financial Management
Michigan
$254K
RL
274
Retireful LLC
Michigan
$254K +$274K +3,991 New
VA
275
Valmark Advisers
Ohio
$244K +$8.37K +122 +3%