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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
301
Baystate Wealth Management
Massachusetts
$4K – – –
LF
302
Lee Financial
Texas
$4K +$3.84K +51 New
PFBT
303
Parkside Financial Bank & Trust
Missouri
$4K +$4.07K +54 New
CHA
304
Carmichael Hill & Associates
Maryland
$3K – – –
JCM
305
Jacobi Capital Management
Pennsylvania
$3K – – –
CWP
306
Concord Wealth Partners
Virginia
$3K +$602 +8 +26%
HR
307
Howe & Rusling
New York
$2K – – –
HWMA
308
Heritage Wealth Management (Arizona)
Arizona
$1K +$527 +7 New
MCM
309
Mainstay Capital Management
Michigan
– -$66.2M -893,968 Closed
ASN
310
Advisory Services Network
Georgia
– -$1.35M -18,268 Closed
E
311
Ergoteles
New York
– -$1.26M -16,965 Closed
BCM
312
BlueCrest Capital Management
Jersey
– -$1.23M -16,565 Closed
PWM
313
PRW Wealth Management
Massachusetts
– -$1.01M -13,684 Closed
JWCA
314
J.W. Cole Advisors
Florida
– -$767K -10,362 Closed
Bank of Nova Scotia
315
Bank of Nova Scotia
Ontario, Canada
– -$554K -7,480 Closed
KWM
316
Keebeck Wealth Management
Illinois
– -$402K -5,428 Closed
SFA
317
Sequoia Financial Advisors
Ohio
– -$295K -3,977 Closed
NA
318
NewEdge Advisors
Louisiana
– -$293K -3,952 Closed
Bank of New York Mellon
319
Bank of New York Mellon
New York
– -$257K -3,469 Closed
ICG
320
InterOcean Capital Group
Tennessee
– -$204K -2,750 Closed
WBC
321
West Branch Capital
Massachusetts
– -$197K -2,657 Closed
SB
322
Strategic Blueprint
Georgia
– -$188K -2,541 Closed
First Manhattan
323
First Manhattan
New York
– -$109K -1,473 Closed
LWCFA
324
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$104K -1,404 Closed
PMFA
325
Plante Moran Financial Advisors
Michigan
– -$91K -1,234 Closed