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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
326
Mercer Global Advisors
Colorado
$1.14M -$1.53M -19,640 -59%
PWP
327
Principle Wealth Partners
Connecticut
$1.11M +$135K +1,738 +15%
CWM
328
Cornerstone Wealth Management
Missouri
$1.08M +$86.6K +1,115 +10%
LFG
329
Larson Financial Group
Missouri
$1.08M -$18.7K -241 -2%
DBIA
330
Dumont & Blake Investment Advisors
New Jersey
$1.07M +$317K +4,077 +48%
SWP
331
Summit Wealth Partners
Florida
$1.04M +$955K +12,303 New
CWP
332
Concord Wealth Partners
Virginia
$1.04M +$28.9K +372 +3%
WTC
333
WhitTier Trust Company
Nevada
$1.04M
VDBMI
334
Van Den Berg Management I
Texas
$1.04M +$74.2K +955 +8%
PMG
335
ProVise Management Group
Florida
$1.02M -$56.5K -728 -6%
PTC
336
Private Trust Company
Ohio
$1.01M -$133K -1,717 -13%
WF
337
Warner Financial
Maryland
$995K +$122K +1,571 +15%
KWA
338
Kingswood Wealth Advisors
California
$994K +$527K +6,783 +138%
CAM
339
Cozad Asset Management
Illinois
$985K +$334K +4,305 +59%
HBW
340
Hazlett, Burt & Watson
West Virginia
$979K +$160K +2,065 +22%
IC
341
IEQ Capital
California
$953K +$7.38K +95 +0.9%
BFEC
342
Benjamin F. Edwards & Company
Missouri
$934K +$341K +4,394 +66%
AIM
343
Anchor Investment Management
South Carolina
$930K -$41.2K -530 -5%
SIS
344
Strategic Investment Solutions
Illinois
$919K -$23.6M -304,472 -97%
CIA
345
Concurrent Investment Advisors
Florida
$918K +$840K +10,812 New
HVP
346
Hudson Value Partners
Florida
$908K +$46.4K +597 +6%
RA
347
Ruggaard & Associates
Ohio
$901K +$824K +10,617 New
DWM
348
Darwin Wealth Management
Florida
$899K +$822K +10,588 New
MIH
349
Meitav Investment House
Israel
$884K -$452K -5,822 -36%
SC
350
Soundwatch Capital
Connecticut
$882K +$308K +3,965 +63%