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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
326
Clarity Capital Partners
California
$1.14M +$1.05M +13,483 New
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$1.14M -$1.53M -19,640 -59%
PWP
328
Principle Wealth Partners
Connecticut
$1.11M +$135K +1,738 +15%
CWM
329
Cornerstone Wealth Management
Missouri
$1.08M +$86.6K +1,115 +10%
LFG
330
Larson Financial Group
Missouri
$1.08M -$18.7K -241 -2%
DBIA
331
Dumont & Blake Investment Advisors
New Jersey
$1.07M +$317K +4,077 +48%
SWP
332
Summit Wealth Partners
Florida
$1.04M +$955K +12,303 New
CWP
333
Concord Wealth Partners
Virginia
$1.04M +$28.9K +372 +3%
WTC
334
WhitTier Trust Company
Nevada
$1.04M – – –
VDBMI
335
Van Den Berg Management I
Texas
$1.04M +$74.2K +955 +8%
PMG
336
ProVise Management Group
Florida
$1.02M -$56.5K -728 -6%
PTC
337
Private Trust Company
Ohio
$1.01M -$133K -1,717 -13%
WF
338
Warner Financial
Maryland
$995K +$122K +1,571 +15%
KWA
339
Kingswood Wealth Advisors
California
$994K +$527K +6,783 +138%
CAM
340
Cozad Asset Management
Illinois
$985K +$334K +4,305 +59%
HBW
341
Hazlett, Burt & Watson
West Virginia
$979K +$160K +2,065 +22%
IC
342
IEQ Capital
California
$953K +$7.38K +95 +0.9%
BFEC
343
Benjamin F. Edwards & Company
Missouri
$934K +$341K +4,394 +66%
AIM
344
Anchor Investment Management
South Carolina
$930K -$41.2K -530 -5%
SIS
345
Strategic Investment Solutions
Illinois
$919K -$23.6M -304,472 -97%
CIA
346
Concurrent Investment Advisors
Florida
$918K +$840K +10,812 New
HVP
347
Hudson Value Partners
Florida
$908K +$46.4K +597 +6%
RA
348
Ruggaard & Associates
Ohio
$901K +$824K +10,617 New
DWM
349
Darwin Wealth Management
Florida
$899K +$822K +10,588 New
MIH
350
Meitav Investment House
Israel
$884K -$452K -5,822 -36%