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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
326
Peninsula Wealth
California
$447K +$40.9K +543 +11%
BJL
327
Brighton Jones LLC
Washington
$438K -$12.9K -172 -3%
YIH
328
Y-Intercept (HK)
Hong Kong
$428K +$403K +5,360 New
OWA
329
Opal Wealth Advisors
New York
$415K +$139K +1,843 +55%
ADL
330
Asset Dedication LLC
California
$412K – – –
IAS
331
Insigneo Advisory Services
Florida
$407K +$384K +5,102 New
SFS
332
Stiles Financial Services
Minnesota
$397K – – –
CA
333
Crewe Advisors
Utah
$383K -$89.9K -1,194 -20%
WF
334
Welch & Forbes
Massachusetts
$381K – – –
AL
335
Aspiriant LLC
California
$379K +$358K +4,755 New
MWM
336
Merriman Wealth Management
Washington
$379K +$357K +4,748 New
SL
337
SWMG LLC
Texas
$376K -$49.5K -657 -12%
STCOSD
338
Sageworth Trust Company of South Dakota
South Dakota
$373K – – –
SBIA
339
Sheaff Brock Investment Advisors
Indiana
$373K +$352K +4,673 New
CA
340
Continuum Advisory
Idaho
$370K -$13.8K -184 -4%
FWM
341
Fairhaven Wealth Management
Illinois
$368K +$347K +4,609 New
FHA
342
Flagship Harbor Advisors
Massachusetts
$366K +$43.7K +581 +14%
DFA
343
DHJJ Financial Advisors
Illinois
$366K +$16.6K +220 +5%
FPAS
344
Focus Partners Advisor Solutions
Missouri
$362K -$4.37K -58 -1%
WCM
345
WealthBridge Capital Management
Ohio
$358K +$338K +4,487 New
PIA
346
Perennial Investment Advisors
California
$354K +$99.4K +1,320 +42%
SSWM
347
Sheets Smith Wealth Management
North Carolina
$344K +$324K +4,308 New
IWC
348
Integrated Wealth Concepts
Massachusetts
$339K -$903 -12 -0.3%
JIP
349
Jaffetilchin Investment Partners
Florida
$332K -$652K -8,656 -68%
GS
350
GTS Securities
Florida
$331K +$312K +4,149 New
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14
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