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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFCI
276
Comprehensive Financial Consultants Institutional
Indiana
$2M +$96.5K +931 +5%
EWA
277
EP Wealth Advisors
California
$2M +$57.9K +559 +3%
GVAG
278
Great Valley Advisor Group
Delaware
$1.99M -$23.7K -229 -1%
IA
279
Inspire Advisors
Idaho
$1.94M -$90.4K -872 -4%
AI
280
Atria Investments
North Carolina
$1.94M -$272K -2,628 -12%
HH
281
Hilltop Holdings
Texas
$1.93M -$91.9K -887 -4%
Envestnet Portfolio Solutions
282
Envestnet Portfolio Solutions
Illinois
$1.91M +$933 +9 +0%
PWM
283
Provident Wealth Management
Tennessee
$1.9M -$84.3K -813 -4%
CFP
284
Cascade Financial Partners
California
$1.89M
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$1.88M +$1.21M +11,689 +151%
LA
286
LexAurum Advisors
Kansas
$1.79M +$1.92M +18,498 New
PHS
287
Pekin Hardy Strauss
Illinois
$1.78M +$660K +6,368 +53%
PCA
288
Prosperity Capital Advisors
Ohio
$1.77M -$57.3K -553 -3%
BCI
289
Brinker Capital Investments
Pennsylvania
$1.76M -$627K -6,048 -25%
D.E. Shaw & Co
290
D.E. Shaw & Co
New York
$1.68M +$1.8M +17,407 New
CW
291
CreativeOne Wealth
Kansas
$1.66M -$318K -3,070 -15%
WIA
292
World Investment Advisors
California
$1.61M -$17.3K -167 -1%
EWM
293
Endowment Wealth Management
Wisconsin
$1.6M +$99.6K +961 +6%
FFN
294
Focus Financial Network
Minnesota
$1.59M -$109K -1,050 -6%
SAG
295
SageView Advisory Group
California
$1.59M -$11K -106 -0.6%
SO
296
Sierra Ocean
California
$1.57M -$4.15K -40 -0.2%
FP
297
Fiduciary Planning
Florida
$1.57M -$48.4K -467 -3%
FDCDDQ
298
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.56M -$341K -3,285 -17%
SPA
299
Sentinel Pension Advisors
Massachusetts
$1.56M -$23K -222 -1%
AWA
300
ARQ Wealth Advisors
Arizona
$1.55M +$197K +1,900 +13%