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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
276
Mercer Global Advisors
Colorado
$395K – – –
ADL
277
Asset Dedication LLC
California
$380K – – –
SIC
278
Samalin Investment Counsel
New York
$375K -$89.1K -1,255 -20%
PW
279
Peninsula Wealth
California
$373K +$15K +211 +4%
SFS
280
Stiles Financial Services
Minnesota
$367K -$186K -2,622 -35%
CA
281
Continuum Advisory
Idaho
$356K -$18.3K -258 -5%
Renaissance Technologies
282
Renaissance Technologies
New York
$354K -$256K -3,600 -43%
WF
283
Welch & Forbes
Massachusetts
$353K – – –
CW
284
CreativeOne Wealth
Kansas
$352K -$257K -3,627 -43%
Citadel Advisors
285
Citadel Advisors
Florida
$349K -$800K -11,272 -70%
STCOSD
286
Sageworth Trust Company of South Dakota
South Dakota
$345K -$22.1K -311 -6%
FPAS
287
Focus Partners Advisor Solutions
Missouri
$339K +$91.2K +1,285 +39%
JWBC
288
John W. Brooker & Co
California
$338K +$994 +14 +0.3%
OCM
289
One Capital Management
California
$333K -$27K -380 -8%
SAG
290
SageView Advisory Group
California
$333K -$2.7K -38 -0.8%
DFA
291
DHJJ Financial Advisors
Illinois
$322K +$639 +9 +0.2%
IWC
292
Integrated Wealth Concepts
Massachusetts
$314K +$302K +4,257 New
SIS
293
Strategic Investment Solutions
Illinois
$302K – – –
CIBC World Market
294
CIBC World Market
Ontario, Canada
$298K -$156K -2,200 -35%
FHA
295
Flagship Harbor Advisors
Massachusetts
$296K – – –
KPWS
296
Kestra Private Wealth Services
Texas
$296K +$284K +4,007 New
WFM
297
Wolff Financial Management
Michigan
$295K – – –
WA
298
Waddell & Associates
Tennessee
$288K -$57.7K -813 -17%
MWM
299
Maripau Wealth Management
Indiana
$277K -$2.13K -30 -0.8%
VCM
300
Vision Capital Management
Oregon
$265K +$255K +3,590 New