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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAS
276
Coppell Advisory Solutions
Texas
$915K +$869K +11,541 New
SC
277
Soundwatch Capital
Connecticut
$879K +$203M +2,697,387 +96,439%
FCT
278
First Community Trust
Iowa
$875K -$24.8K -330 -3%
RFA
279
Resurgent Financial Advisors
Georgia
$867K +$74.5K +990 +10%
CRWM
280
Castle Rock Wealth Management
California
$859K -$29.4K -390 -3%
Prudential Financial
281
Prudential Financial
New Jersey
$850K +$802K +10,652 New
CWM
282
Cornerstone Wealth Management
Missouri
$835K -$3.82M -50,815 -83%
RWA
283
Rooted Wealth Advisors
Illinois
$825K +$782K +10,387 New
CCM
284
Cutler Capital Management
Massachusetts
$824K -$602 -8 -0.1%
LPT
285
Legacy Private Trust
Wisconsin
$822K -$677 -9 -0.1%
SL
286
Sentinus LLC
Illinois
$811K -$39.3K -522 -5%
WF
287
Warner Financial
Maryland
$783K +$112K +1,488 +18%
NFSG
288
Newbridge Financial Services Group
Florida
$776K -$24.1K -320 -3%
AWS
289
Aspen Wealth Strategies
Colorado
$768K +$52.3K +695 +8%
AIM
290
Anchor Investment Management
South Carolina
$752K -$305K -4,050 -30%
KWM
291
Kaydan Wealth Management
Michigan
$743K
GWANC
292
Guardian Wealth Advisors (North Carolina)
North Carolina
$739K -$55.5K -738 -7%
ACA
293
Aptus Capital Advisors
Alabama
$739K -$55.5K -738 -7%
Bank of Montreal
294
Bank of Montreal
Ontario, Canada
$724K +$575K +7,637 +544%
PM
295
Phraction Management
Connecticut
$716K
NP
296
Nilsine Partners
Colorado
$699K +$659K +8,756 New
PWP
297
Principle Wealth Partners
Connecticut
$694K +$655K +8,703 New
FIA
298
Foundations Investment Advisors
Arizona
$686K +$647K +8,593 New
CW
299
CreativeOne Wealth
Kansas
$676K +$278K +3,695 +77%
WPWM
300
Western Pacific Wealth Management
Illinois
$670K +$226K +3,000 +56%