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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
301
Chicago Partners Investment Group
Illinois
$1.67M -$18.5K -181 -1%
GSIAS
302
Garden State Investment Advisory Services
New Jersey
$1.66M -$1.15M -11,276 -41%
RFA
303
Rollins Financial Advisors
New York
$1.66M -$56.2K -550 -3%
AIM
304
Advyzon Investment Management
Illinois
$1.65M +$349K +3,422 +27%
WWM
305
Wolff Wiese Magana
California
$1.64M +$29K +284 +2%
BFG
306
Berger Financial Group
Minnesota
$1.63M -$146K -1,430 -8%
EWM
307
Endowment Wealth Management
Wisconsin
$1.61M -$2.2M -21,517 -58%
TPCW
308
TD Private Client Wealth
New York
$1.59M -$98.4K -964 -6%
DBIA
309
Dumont & Blake Investment Advisors
New Jersey
$1.59M +$96.5K +945 +7%
MSFS
310
Main Street Financial Solutions
Pennsylvania
$1.57M -$5.62K -55 -0.4%
MAG
311
M3 Advisory Group
Massachusetts
$1.56M +$53.8K +527 +4%
MS
312
Madden Securities
Texas
$1.55M
PWM
313
Peck Wealth Management
New York
$1.52M -$206K -2,019 -12%
SWP
314
Summit Wealth Partners
Florida
$1.49M -$87.1K -853 -6%
Natixis Advisors
315
Natixis Advisors
Massachusetts
$1.48M +$301K +2,952 +26%
PAS
316
PKS Advisory Services
New York
$1.48M -$19.6K -192 -1%
WCM
317
Winebrenner Capital Management
Kentucky
$1.47M -$41.1K -402 -3%
AWA
318
ARQ Wealth Advisors
Arizona
$1.47M +$139K +1,362 +11%
DWM
319
Defined Wealth Management
Oregon
$1.44M +$511 +5 +0%
EFS
320
Essex Financial Services
Connecticut
$1.42M -$876K -8,580 -38%
RIA
321
Rhodes Investment Advisors
Texas
$1.41M +$1.39M +13,642 New
Brown Advisory
322
Brown Advisory
Maryland
$1.41M
RSF
323
Rik Saylor Financial
Ohio
$1.41M -$122K -1,197 -8%
WS
324
Wedbush Securities
California
$1.4M -$36.5K -357 -3%
HAG
325
HighPoint Advisor Group
Illinois
$1.4M +$1.38M +13,550 New