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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
276
Samalin Investment Counsel
New York
$375K -$89.1K -1,255 -20%
PW
277
Peninsula Wealth
California
$373K +$15K +211 +4%
SFS
278
Stiles Financial Services
Minnesota
$367K -$186K -2,622 -35%
CA
279
Continuum Advisory
Idaho
$356K -$18.3K -258 -5%
Renaissance Technologies
280
Renaissance Technologies
New York
$354K -$256K -3,600 -43%
WF
281
Welch & Forbes
Massachusetts
$353K
CW
282
CreativeOne Wealth
Kansas
$352K -$257K -3,627 -43%
Citadel Advisors
283
Citadel Advisors
Florida
$349K -$800K -11,272 -70%
STCOSD
284
Sageworth Trust Company of South Dakota
South Dakota
$345K -$22.1K -311 -6%
FPAS
285
Focus Partners Advisor Solutions
Missouri
$339K +$91.2K +1,285 +39%
JWBC
286
John W. Brooker & Co
California
$338K +$994 +14 +0.3%
OCM
287
One Capital Management
California
$333K -$27K -380 -8%
SAG
288
SageView Advisory Group
California
$333K -$2.7K -38 -0.8%
DFA
289
DHJJ Financial Advisors
Illinois
$322K +$639 +9 +0.2%
IWC
290
Integrated Wealth Concepts
Massachusetts
$314K +$302K +4,257 New
SIS
291
Strategic Investment Solutions
Illinois
$302K
CIBC World Market
292
CIBC World Market
Ontario, Canada
$298K -$156K -2,200 -35%
FHA
293
Flagship Harbor Advisors
Massachusetts
$296K
KPWS
294
Kestra Private Wealth Services
Texas
$296K +$284K +4,007 New
WFM
295
Wolff Financial Management
Michigan
$295K
WA
296
Waddell & Associates
Tennessee
$288K -$57.7K -813 -17%
MWM
297
Maripau Wealth Management
Indiana
$277K -$2.13K -30 -0.8%
VCM
298
Vision Capital Management
Oregon
$265K +$255K +3,590 New
VCM
299
Vivaldi Capital Management
Illinois
$265K
HNWA
300
Henrickson Nauta Wealth Advisors
Michigan
$262K -$77.8K -1,096 -24%