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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VCM
301
Vivaldi Capital Management
Illinois
$265K – – –
HNWA
302
Henrickson Nauta Wealth Advisors
Michigan
$262K -$77.8K -1,096 -24%
BC
303
Barnett & Company
Tennessee
$261K -$19.2K -270 -7%
HIP
304
HUB Investment Partners
Texas
$257K +$247K +3,475 New
KA
305
Kovack Advisors
Florida
$249K -$37.9K -534 -14%
SFS
306
Sowell Financial Services
Arkansas
$248K +$238K +3,354 New
OWA
307
Opal Wealth Advisors
New York
$248K +$238K +3,356 New
LC
308
Landaas & Company
Wisconsin
$246K +$236K +3,330 New
PHS
309
Pekin Hardy Strauss
Illinois
$241K -$1.77K -25 -0.8%
MC
310
Moors & Cabot
Massachusetts
$232K +$1.06K +15 +0.5%
BEI
311
Benjamin Edwards Inc
Missouri
$232K -$4.12K -58 -2%
PIA
312
Perennial Investment Advisors
California
$230K +$222K +3,122 New
WAM
313
WNY Asset Management
New York
$226K -$916K -12,901 -81%
WCG
314
Weaver Consulting Group
California
$225K -$33.8K -476 -13%
HNB
315
Huntington National Bank
Ohio
$224K – – –
IA
316
IFG Advisory
Georgia
$223K +$214K +3,016 New
CMI
317
Clare Market Investments
Texas
$220K -$619K -8,725 -75%
SWM
318
SFG Wealth Management
Maryland
$212K +$204K +2,869 New
TCM
319
TD Capital Management
Tennessee
$212K -$9.65K -136 -5%
SVWAG
320
Sound View Wealth Advisors Group
Georgia
$207K – – –
SC
321
Soundwatch Capital
Connecticut
$206K +$199K +2,797 New
KFI
322
Key Financial Inc
Pennsylvania
$166K – – –
PGAM
323
Princeton Global Asset Management
New Jersey
$163K – – –
Schroder Investment Management Group
324
Schroder Investment Management Group
United Kingdom
$162K +$156K +2,200 New
Qube Research & Technologies (QRT)
325
Qube Research & Technologies (QRT)
United Kingdom
$158K -$396K -5,579 -72%