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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
276
Kingswood Wealth Advisors
California
$3.03M +$1.48M +15,356 +89%
CPC
277
Cookson Peirce & Co
Pennsylvania
$2.99M -$110K -1,139 -3%
AW
278
Atlas Wealth
Ohio
$2.99M +$2.26M +23,418 +267%
FPGT
279
Financial Partners Group (Tennessee)
Tennessee
$2.97M -$14.9K -155 -0.5%
OWA
280
Opal Wealth Advisors
New York
$2.97M +$294K +3,057 +11%
CB
281
Chris Bulman
California
$2.96M -$701K -7,280 -19%
CIA
282
Concurrent Investment Advisors
Florida
$2.95M +$783K +8,127 +34%
KAS
283
KPP Advisory Services
Kentucky
$2.94M -$35.7K -371 -1%
MWM
284
Maridea Wealth Management
New York
$2.92M +$3.03M +31,467 New
WS
285
Wedbush Securities
California
$2.91M -$38.8K -403 -1%
AFG
286
Atomi Financial Group
New York
$2.85M -$49.5K -514 -2%
FP
287
Fiduciary Planning
Florida
$2.8M -$216K -2,238 -7%
CP
288
Creekside Partners
California
$2.72M +$179K +1,859 +7%
WA
289
Waverly Advisors
Alabama
$2.7M +$2.42M +25,119 +621%
EWM
290
Endowment Wealth Management
Wisconsin
$2.7M +$1.01M +10,493 +56%
TC
291
TFR Capital
Texas
$2.7M +$2.81M +29,128 New
LOIM
292
Liberty One Investment Management
Illinois
$2.68M -$39.4K -409 -1%
PM
293
Parametrica Management
Hong Kong
$2.66M -$1.18M -12,300 -30%
Wealthfront Advisers
294
Wealthfront Advisers
California
$2.65M +$423K +4,390 +18%
RIA
295
Realta Investment Advisors
Delaware
$2.59M -$26.8K -278 -1%
LSA
296
Lansing Street Advisors
Pennsylvania
$2.55M +$35.2K +365 +1%
ACA
297
Aptus Capital Advisors
Alabama
$2.55M +$1.1M +11,447 +71%
SI
298
SimpliFi Inc
California
$2.52M +$15.9K +165 +0.6%
TB
299
Treynor Bancshares
Iowa
$2.49M +$276K +2,867 +12%
JWCA
300
J.W. Cole Advisors
Florida
$2.47M +$515K +5,350 +25%
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