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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
351
Glassman Wealth Services
Virginia
$35.6K – – –
AWM
352
Accel Wealth Management
Iowa
$33.2K – – –
YDMI
353
Y.D. More Investments
Israel
$33.2K – – –
LWA
354
Lowe Wealth Advisors
Maryland
$29.2K +$28K +395 New
SSB
355
Sandy Spring Bank
Maryland
$26.6K – – –
EWM
356
EPG Wealth Management
Georgia
$25.3K – – –
PK
357
Pflug Koory
Nebraska
$22.8K – – –
DI
358
Disciplined Investments
Oklahoma
$20K -$86.5K -1,219 -82%
CFGS
359
Concourse Financial Group Securities
Alabama
$19.9K – – –
BFEC
360
Benjamin F. Edwards & Company
Missouri
$19K +$6.25K +88 +51%
CIA
361
Cape Investment Advisory
Georgia
$16.3K +$15.7K +221 New
TFGT
362
TS Financial Group (TSFG)
Illinois
$16K – – –
PFPT
363
Pinnacle Financial Partners (Tennessee)
Tennessee
$15.2K – – –
ONST
364
Old North State Trust
North Carolina
$15K – – –
KM
365
Kalos Management
Georgia
$14.9K +$14.3K +202 New
HCM
366
Hollencrest Capital Management
California
$14.8K – – –
SIS
367
Sound Income Strategies
Florida
$11.6K +$11.1K +157 New
HGERS
368
Householder Group Estate & Retirement Specialist
Arizona
$11K +$10.4K +146 New
FP
369
Financial Perspectives
Minnesota
$8.12K +$7.81K +110 New
TC
370
Trust Company
Kansas
$6.5K – – –
BWM
371
Baystate Wealth Management
Massachusetts
$6.48K – – –
EWP
372
Elevation Wealth Partners
California
$6.28K +$6.03K +85 New
VWM
373
Venturi Wealth Management
Texas
$6.2K +$5.96K +84 New
AIC
374
Archer Investment Corporation
Indiana
$6.13K – – –
C
375
Covestor
United Kingdom
$6K – – –
13 14
15
16 17