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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
301
Key Financial Inc
Pennsylvania
$134K – – –
PGAM
302
Princeton Global Asset Management
New Jersey
$132K +$148K +2,207 New
PA
303
Parallel Advisors
California
$118K +$21.9K +325 +20%
AF
304
Allworth Financial
California
$94K +$101K +1,500 +2,000%
JFGIW
305
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$90K – – –
TWM
306
Tradition Wealth Management
Minnesota
$80K – – –
TAM
307
Tucker Asset Management
Colorado
$76.1K +$75.4K +1,122 +1,675%
BTI
308
Blue Trust Inc
Georgia
$74K – – –
WWMSC
309
Wagner Wealth Management (South Carolina)
South Carolina
$66K – – –
RDIA
310
RE Dickinson Investment Advisors
Iowa
$63K – – –
RG
311
Retirement Group
California
$55K -$14K -208 -19%
TH
312
TCTC Holdings
Texas
$54K – – –
MCC
313
Money Concepts Capital
Florida
$45K – – –
WWM
314
Wolff Wiese Magana
California
$45K – – –
TWA
315
TCI Wealth Advisors
Arizona
$44K – – –
ACA
316
Atlas Capital Advisors
Wyoming
$41.5K – – –
AWM
317
Aspire Wealth Management
Massachusetts
$35K – – –
S
318
SignatureFD
Georgia
$35K – – –
GWS
319
Glassman Wealth Services
Virginia
$31K +$1.82K +27 +6%
BWA
320
BDO Wealth Advisors
Florida
$30K – – –
Fifth Third Bancorp
321
Fifth Third Bancorp
Ohio
$30K – – –
GTAM
322
Global Trust Asset Management
Florida
$24K – – –
AWM
323
Accel Wealth Management
Iowa
$22K +$22.9K +341 New
FA
324
Flagstar Advisors
New York
$20.8K +$23.3K +346 New
FF
325
FourThought Financial
Florida
$20K – – –