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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
301
Western Pacific Wealth Management
Illinois
$670K +$226K +3,000 +56%
PFA
302
Petra Financial Advisors
Colorado
$656K +$619K +8,218 New
GC
303
Gilbert & Cook
Iowa
$647K -$74.4K -988 -11%
CG
304
Clarus Group
Texas
$640K -$452 -6 -0.1%
SC
305
Scotia Capital
Ontario, Canada
$618K +$12.9K +171 +2%
LSPW
306
Lake Street Private Wealth
Illinois
$598K -$15.1K -200 -3%
SIC
307
Samalin Investment Counsel
New York
$595K +$179K +2,383 +47%
E
308
ETFidea
New York
$581K – – –
PA
309
PSI Advisors
Florida
$577K -$3.24K -43 -0.6%
DBIA
310
Dumont & Blake Investment Advisors
New Jersey
$568K – – –
LC
311
Landaas & Company
Wisconsin
$558K +$276K +3,665 +110%
IF
312
Intrua Financial
Texas
$552K +$2.03K +27 +0.4%
KPWS
313
Kestra Private Wealth Services
Texas
$544K +$212K +2,813 +70%
TCM
314
Triumph Capital Management
Colorado
$539K -$36K -478 -7%
LCGC
315
Legacy Capital Group California
California
$532K +$502K +6,666 New
Manulife (Manufacturers Life Insurance)
316
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$510K +$481K +6,393 New
OSNBOA
317
Old Second National Bank of Aurora
Illinois
$509K – – –
BCM
318
Beck Capital Management
Texas
$502K +$473K +6,289 New
JWBC
319
John W. Brooker & Co
California
$492K +$119K +1,581 +34%
RC
320
Randolph Company
Ohio
$484K -$34.2K -454 -7%
CAMG
321
CWA Asset Management Group
Florida
$464K +$438K +5,819 New
CAM
322
Cozad Asset Management
Illinois
$460K +$434K +5,760 New
Citadel Advisors
323
Citadel Advisors
Florida
$457K +$75.2K +999 +21%
WLPWM
324
Walled Lake Planning & Wealth Management
Illinois
$450K -$12.2K -162 -3%
VCM
325
Vision Capital Management
Oregon
$449K +$153K +2,039 +57%