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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
276
Walled Lake Planning & Wealth Management
Illinois
$337K +$26.1K +402 +8%
ADL
277
Asset Dedication LLC
California
$334K – – –
CA
278
Continuum Advisory
Idaho
$329K -$10.4K -160 -3%
STCOSD
279
Sageworth Trust Company of South Dakota
South Dakota
$324K – – –
OCM
280
One Capital Management
California
$317K -$50.7K -782 -14%
PW
281
Peninsula Wealth
California
$314K +$2.72K +42 +0.9%
SIS
282
Strategic Investment Solutions
Illinois
$311K +$265K +4,090 New
WF
283
Welch & Forbes
Massachusetts
$310K – – –
AA
284
Ancora Advisors
Ohio
$307K +$78.8K +1,215 +35%
WA
285
Waddell & Associates
Tennessee
$306K -$23.9K -368 -7%
AIP
286
Almanack Investment Partners
Pennsylvania
$304K -$438K -6,749 -59%
T
287
TRUADVICE
Florida
$303K +$34.6K +533 +14%
HNWA
288
Henrickson Nauta Wealth Advisors
Michigan
$302K +$302K +4,649 New
JWBC
289
John W. Brooker & Co
California
$297K +$2.08K +32 +0.7%
PWM
290
Perigon Wealth Management
California
$297K +$71.2K +1,098 +32%
SAG
291
SageView Advisory Group
California
$295K +$295K +4,542 New
SC
292
Scotia Capital
Ontario, Canada
$292K +$292K +4,498 New
DFA
293
DHJJ Financial Advisors
Illinois
$283K +$51.2K +790 +22%
FHA
294
Flagship Harbor Advisors
Massachusetts
$260K -$71.9K -1,109 -22%
WFM
295
Wolff Financial Management
Michigan
$259K +$908 +14 +0.4%
EFS
296
Essex Financial Services
Connecticut
$258K +$258K +3,984 New
MWM
297
Maripau Wealth Management
Indiana
$258K +$28.6K +441 +13%
KA
298
Kovack Advisors
Florida
$254K -$180K -2,777 -42%
WPWM
299
Western Pacific Wealth Management
Illinois
$253K +$35.1K +541 +16%
BC
300
Barnett & Company
Tennessee
$247K -$19.1K -294 -7%
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