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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
251
Concurrent Investment Advisors
Florida
$3.3M +$523K +5,685 +18%
CAPTRUST Financial Advisors
252
CAPTRUST Financial Advisors
North Carolina
$3.29M -$395K -4,289 -10%
AW
253
Atlas Wealth
Ohio
$3.26M +$449K +4,881 +15%
FPGT
254
Financial Partners Group (Tennessee)
Tennessee
$3.26M +$460K +4,996 +16%
DWM
255
Darwin Wealth Management
Florida
$3.24M
PIA
256
Panoramic Investment Advisors
Colorado
$3.24M -$358K -3,886 -10%
VPF
257
Vantage Point Financial
Illinois
$3.2M +$45.6K +495 +1%
RWA
258
Rooted Wealth Advisors
Illinois
$3.2M +$257K +2,796 +7%
OWA
259
Opal Wealth Advisors
New York
$3.2M +$398K +4,329 +14%
Fidelity Investments
260
Fidelity Investments
Massachusetts
$3.11M -$44.1K -479 -1%
RFN
261
RDA Financial Network
Iowa
$3.1M +$140K +1,521 +5%
SWP
262
Stratos Wealth Partners
Ohio
$3.06M -$1.84M -19,962 -36%
CWM
263
Collaborative Wealth Management
Florida
$3.03M -$208K -2,258 -6%
OAJ
264
Ogorek Anthony Joseph
New York
$2.99M -$7.46M -81,085 -70%
GWSG
265
GPS Wealth Strategies Group
Colorado
$2.99M -$899K -9,764 -22%
TW
266
Transform Wealth
Colorado
$2.93M -$247K -2,684 -7%
EWM
267
Endowment Wealth Management
Wisconsin
$2.78M +$223K +2,428 +8%
CPC
268
Cookson Peirce & Co
Pennsylvania
$2.77M -$73.6K -800 -2%
BW
269
BXM Wealth
Colorado
$2.74M +$2.44M +26,505 +566%
WA
270
Waverly Advisors
Alabama
$2.7M +$141K +1,534 +5%
AWM
271
Able Wealth Management
New Jersey
$2.67M +$759K +8,249 +37%
CB
272
Chris Bulman
California
$2.62M -$190K -2,060 -6%
CP
273
Creekside Partners
California
$2.6M +$24.5K +266 +0.9%
AFG
274
Atomi Financial Group
New York
$2.6M -$114K -1,241 -4%
LWM
275
Lionsbridge Wealth Management
Florida
$2.52M -$595K -6,470 -18%