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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
251
CAPTRUST Financial Advisors
North Carolina
$3.86M +$196K +2,037 +5%
RGC
252
Roberts, Glore & Co
Illinois
$3.81M +$247K +2,563 +7%
PIA
253
Panoramic Investment Advisors
Colorado
$3.77M -$240K -2,495 -6%
AWM
254
AE Wealth Management
Kansas
$3.77M +$3.35M +34,817 +598%
HCA
255
Heck Capital Advisors
Wisconsin
$3.72M -$2.08M -21,550 -35%
PA
256
Paragon Advisors
Texas
$3.7M +$407K +4,226 +12%
GRP
257
Global Retirement Partners
California
$3.68M -$267K -2,771 -7%
MC
258
McCarthy & Cox
Ohio
$3.66M -$132K -1,372 -3%
TW
259
Trajan Wealth
Arizona
$3.6M -$52.5K -545 -1%
FSA
260
Financial Services Advisory
Maryland
$3.6M -$439K -4,555 -11%
IF
261
IRON Financial
Illinois
$3.59M -$425K -4,412 -10%
SFPG
262
Stonebridge Financial Planning Group
Florida
$3.56M +$515K +5,341 +16%
CFP
263
Cascade Financial Partners
California
$3.55M
S
264
Sunpointe
Missouri
$3.53M -$138K -1,434 -4%
RWA
265
Rooted Wealth Advisors
Illinois
$3.51M +$331K +3,439 +10%
AC
266
Anson Capital
Georgia
$3.46M -$210K -2,175 -6%
CWM
267
Collaborative Wealth Management
Florida
$3.4M +$48.7K +506 +1%
XF
268
XML Financial
Maryland
$3.35M +$544K +5,648 +19%
TW
269
Transform Wealth
Colorado
$3.34M -$385K -4,001 -10%
VPF
270
Vantage Point Financial
Illinois
$3.33M +$3.46M +35,916 New
Fidelity Investments
271
Fidelity Investments
Massachusetts
$3.32M +$411K +4,264 +14%
LWM
272
Lionsbridge Wealth Management
Florida
$3.25M -$1.58M -16,379 -32%
DWM
273
Darwin Wealth Management
Florida
$3.24M -$371K -3,854 -10%
SWM
274
SFG Wealth Management
Maryland
$3.17M -$17.1K -178 -0.5%
PWM
275
Provident Wealth Management
Tennessee
$3.15M -$1.17M -12,136 -26%