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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
251
Ancora Advisors
Ohio
$581K +$222K +3,134 +66%
EFS
252
Essex Financial Services
Connecticut
$577K +$272K +3,825 +96%
LSPW
253
Lake Street Private Wealth
Illinois
$568K -$27.7K -390 -5%
National Bank of Canada
254
National Bank of Canada
Quebec, Canada
$568K -$601K -8,462 -52%
SC
255
Scotia Capital
Ontario, Canada
$559K +$218K +3,075 +68%
E
256
ETFidea
New York
$538K – – –
PA
257
PSI Advisors
Florida
$537K +$1.7K +24 +0.3%
TCM
258
Triumph Capital Management
Colorado
$534K -$6.74K -95 -1%
DBIA
259
Dumont & Blake Investment Advisors
New Jersey
$526K – – –
HI
260
Harbour Investments
Wisconsin
$525K +$24.8K +350 +5%
SWM
261
Spire Wealth Management
Virginia
$520K -$217K -3,058 -30%
NA
262
NewEdge Advisors
Louisiana
$512K -$239K -3,360 -33%
IF
263
Intrua Financial
Texas
$504K -$26.4K -372 -5%
RC
264
Randolph Company
Ohio
$481K – – –
MIFH
265
Migdal Insurance & Financial Holdings
Israel
$475K +$208K +2,935 +82%
OSNBOA
266
Old Second National Bank of Aurora
Illinois
$471K -$87.5K -1,232 -16%
PTC
267
Private Trust Company
Ohio
$453K +$12.6K +177 +3%
HCA
268
Heck Capital Advisors
Wisconsin
$444K -$170K -2,391 -28%
CA
269
Crewe Advisors
Utah
$442K -$30.8K -434 -7%
WLPWM
270
Walled Lake Planning & Wealth Management
Illinois
$428K +$43.2K +608 +12%
SEP
271
Southland Equity Partners
Missouri
$423K – – –
BJL
272
Brighton Jones LLC
Washington
$418K – – –
PWM
273
Perigon Wealth Management
California
$403K +$63.5K +895 +20%
WPWM
274
Western Pacific Wealth Management
Illinois
$399K +$106K +1,500 +38%
SL
275
SWMG LLC
Texas
$396K -$20.9K -295 -5%