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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
351
Bank of Montreal
Ontario, Canada
$173 +$151K +2,239 +560%
Wealth Enhancement Advisory Services
352
Wealth Enhancement Advisory Services
Minnesota
-$14.1M -213,690 Closed
SFS
353
Sowell Financial Services
Arkansas
-$5.75M -147,306 Closed
FAIM
354
Financial Advocates Investment Management
Washington
-$2.17M -34,084 Closed
MFG
355
Monumental Financial Group
Maryland
-$1.55M -24,278 Closed
CF
356
Clarity Financial
Texas
-$591K -9,270 Closed
MWM
357
Modera Wealth Management
New Jersey
-$272K -4,271 Closed
RL
358
Retireful LLC
Michigan
-$254K -3,991 Closed
LWAC
359
Laurel Wealth Advisors (California)
California
-$236K -3,709 Closed
DL
360
DOHJ LLC
Washington
-$211K -3,310 Closed
PAS
361
Park Avenue Securities
New York
-$208K -3,258 Closed
AGA
362
Accuvest Global Advisors
Utah
-$208K -3,257 Closed
VFPI
363
Vantage Financial Partners (Illinois)
Illinois
-$207K -3,250 Closed
FWM
364
Fairhaven Wealth Management
Illinois
-$207K -3,248 Closed
VVP
365
Venture Visionary Partners
Ohio
-$160K -2,514 Closed
ST
366
Sageworth Trust
Pennsylvania
-$138K -2,164 Closed
JAWM
367
J. Arnold Wealth Management
Ohio
-$65K -1,019 Closed
HWA
368
Heritage Wealth Advisors
Virginia
-$30K -468 Closed
FBT
369
First Bank & Trust
South Dakota
-$29K -458 Closed
GLLW
370
Graves Light Lenhart Wealth
Virginia
-$25K -398 Closed
SCA
371
Stonebridge Capital Advisors
Minnesota
-$18.5K -275 -100%
COCM
372
Charter Oak Capital Management
New Hampshire
-$8K -122 Closed
MAM
373
Meeder Asset Management
Ohio
-$5K -85 Closed
LF
374
Lee Financial
Texas
-$3K -51 Closed
CWP
375
Concord Wealth Partners
Virginia
-$3K -50 Closed