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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
351
Perigon Wealth Management
California
$1M -$6.29M -62,247 -87%
GSIAS
352
Garden State Investment Advisory Services
New Jersey
$1M -$590K -5,832 -38%
BWM
353
BCS Wealth Management
Tennessee
$999K -$59.1K -585 -6%
AF
354
Advisornet Financial
Minnesota
$995K -$28K -277 -3%
WA1
355
Wimmer Associates 1
California
$993K -$5.48M -54,211 -85%
ACS
356
Archford Capital Strategies
Illinois
$992K -$24.1K -238 -2%
CRWM
357
Castle Rock Wealth Management
California
$983K -$52.9K -523 -5%
AA
358
Ascent Advisors
Minnesota
$968K +$930K +9,202 New
PWM
359
Parkway Wealth Management
Texas
$962K -$20.8K -206 -2%
AA
360
Auxano Advisors
Washington
$962K +$113K +1,121 +14%
HWM
361
HB Wealth Management
Georgia
$960K -$9.3K -92 -1%
HPCM
362
Hunter Perkins Capital Management
Illinois
$955K +$62.2K +615 +7%
FH
363
FWG Holdings
Florida
$952K -$7.74M -76,561 -89%
PM
364
Phraction Management
Connecticut
$946K – – –
SWP
365
Summit Wealth Partners
Florida
$938K -$408K -4,034 -31%
BCI
366
Brinker Capital Investments
Pennsylvania
$936K -$929K -9,192 -51%
MSFS
367
Main Street Financial Solutions
Pennsylvania
$931K -$511K -5,055 -36%
EFS
368
Essex Financial Services
Connecticut
$922K -$179K -1,766 -17%
KWM
369
Kaydan Wealth Management
Michigan
$916K – – –
CAM
370
Cozad Asset Management
Illinois
$912K -$279K -2,760 -24%
PFA
371
Peak Financial Advisors
Colorado
$909K -$80.9K -800 -8%
IAS
372
Insigneo Advisory Services
Florida
$905K +$880K +8,706 New
MIH
373
Meitav Investment House
Israel
$900K – – –
SMG
374
Smart Money Group
Texas
$899K -$12.9K -128 -1%
SWM
375
SK Wealth Management
Rhode Island
$893K -$190K -1,883 -19%
13 14
15
16 17