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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
PSI Advisors
Florida
$3.16M +$2.19M +25,177 +223%
CB
252
Chris Bulman
California
$3.16M +$3.17M +36,456 New
CWM
253
Collaborative Wealth Management
Florida
$3.15M +$142K +1,635 +5%
BMCM
254
Burns Matteson Capital Management
New York
$3.11M +$1.08M +12,389 +53%
DBIA
255
Dumont & Blake Investment Advisors
New Jersey
$3.09M +$1.64M +18,832 +112%
CPC
256
Cookson Peirce & Co
Pennsylvania
$3.07M -$302K -3,474 -9%
RFA
257
Rollins Financial Advisors
New York
$3.06M -$988K -11,375 -24%
SOS
258
Silver Oak Securities
Tennessee
$3.04M -$1.93M -22,159 -39%
SWM
259
SFG Wealth Management
Maryland
$2.98M +$12.7K +146 +0.4%
PA
260
Paragon Advisors
Texas
$2.96M +$434K +4,997 +17%
FTUS
261
Flow Traders U.S.
New York
$2.8M +$970K +11,169 +53%
LCM
262
Lunt Capital Management
Utah
$2.8M +$971K +11,175 +53%
AO
263
Advisor OS
Illinois
$2.8M +$965K +11,106 +52%
S
264
Sunpointe
Missouri
$2.78M +$195K +2,239 +8%
EE
265
EWG Elevate
California
$2.77M +$221K +2,544 +9%
FPGT
266
Financial Partners Group (Tennessee)
Tennessee
$2.75M +$144K +1,654 +5%
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$2.66M +$1.04M +12,022 +64%
AFG
268
Atomi Financial Group
New York
$2.66M +$543K +6,254 +26%
WKSWA
269
White Knight Strategic Wealth Advisors
New Jersey
$2.64M -$51.6K -594 -2%
JWBC
270
John W. Brooker & Co
California
$2.58M +$126K +1,447 +5%
KAS
271
KPP Advisory Services
Kentucky
$2.57M -$2.57M -29,602 -50%
LOIM
272
Liberty One Investment Management
Illinois
$2.53M -$40.2K -463 -2%
Fidelity Investments
273
Fidelity Investments
Massachusetts
$2.51M +$382K +4,393 +18%
RIA
274
Realta Investment Advisors
Delaware
$2.51M -$2.26M -25,996 -47%
WWA
275
WCG Wealth Advisors
Nevada
$2.49M +$148K +1,704 +6%