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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
301
Cornerstone Wealth Management
Missouri
$882K +$93.4K +1,173 +11%
Prudential Financial
302
Prudential Financial
New Jersey
$877K +$73.3K +920 +9%
AIM
303
Anchor Investment Management
South Carolina
$871K +$165K +2,066 +22%
PWP
304
Principle Wealth Partners
Connecticut
$860K +$210K +2,631 +30%
SEP
305
Southland Equity Partners
Missouri
$856K +$452K +5,674 +101%
VDBMI
306
Van Den Berg Management I
Texas
$856K -$87.4K -1,098 -9%
IC
307
IEQ Capital
California
$844K +$887K +11,134 New
AWS
308
Aspen Wealth Strategies
Colorado
$805K +$78.7K +988 +10%
RFA
309
Resurgent Financial Advisors
Georgia
$801K -$23.9K -300 -3%
FCT
310
First Community Trust
Iowa
$799K -$33.8K -425 -4%
GWANC
311
Guardian Wealth Advisors (North Carolina)
North Carolina
$792K +$94.4K +1,185 +13%
JMPWA
312
JP Morgan Private Wealth Advisors
California
$791K -$4.13M -51,860 -83%
PM
313
Phraction Management
Connecticut
$775K +$99.5K +1,250 +14%
WF
314
Warner Financial
Maryland
$770K +$27K +339 +3%
AF
315
Advisornet Financial
Minnesota
$769K +$800K +10,049 +11,166%
SIAP
316
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$769K +$807K +10,138 New
HVP
317
Hudson Value Partners
Florida
$766K +$804K +10,097 New
SSWM
318
Sheets Smith Wealth Management
North Carolina
$750K +$444K +5,575 +129%
NP
319
Nilsine Partners
Colorado
$722K +$60.5K +760 +9%
PFA
320
Petra Financial Advisors
Colorado
$720K +$101K +1,273 +15%
AGP
321
Autumn Glory Partners
Texas
$718K +$436K +5,480 +137%
HBW
322
Hazlett, Burt & Watson
West Virginia
$715K +$751K +9,427 New
IWM
323
Iams Wealth Management
Nebraska
$711K +$746K +9,369 New
NFSG
324
Newbridge Financial Services Group
Florida
$709K -$30.3K -380 -4%
LPT
325
Legacy Private Trust
Wisconsin
$703K -$81.9K -1,029 -10%