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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HBW
351
Hazlett, Burt & Watson
West Virginia
$1.23M +$192K +2,214 +19%
PP
352
Prudential plc
United Kingdom
$1.2M -$1.19M -13,690 -50%
CL
353
Choreo LLC
Illinois
$1.2M +$1.21M +13,951 New
Brown Advisory
354
Brown Advisory
Maryland
$1.19M -$118K -1,361 -9%
STA
355
Smith Thornton Advisors
Alabama
$1.15M +$1.15M +13,285 New
KCFA
356
Key Client Fiduciary Advisors
New Jersey
$1.15M +$2.61K +30 +0.2%
HVP
357
Hudson Value Partners
Florida
$1.11M +$71.2K +819 +7%
PF
358
Phoenix Financial
Israel
$1.1M -$443K -5,100 -29%
BFEC
359
Benjamin F. Edwards & Company
Missouri
$1.1M +$6.34K +73 +0.6%
WF
360
Warner Financial
Maryland
$1.09M – – –
PWP
361
Principle Wealth Partners
Connecticut
$1.09M -$31.3K -360 -3%
GF
362
Gries Financial
Ohio
$1.09M -$1.58M -18,132 -59%
NP
363
Nilsine Partners
Colorado
$1.08M +$40.8K +470 +4%
DWM
364
Darwin Wealth Management
Florida
$1.08M +$188K +2,160 +21%
WTC
365
WhitTier Trust Company
Nevada
$1.06M – – –
CPP
366
Capasso Planning Partners
South Carolina
$1.04M +$1.05M +12,064 New
PI
367
PFG Investments
New York
$1.03M +$1.04M +11,949 New
MAG
368
M3 Advisory Group
Massachusetts
$998K +$79.3K +913 +9%
RSWM
369
Robertson Stephens Wealth Management
California
$983K +$986K +11,353 New
RCM
370
Rain Capital Management
Oregon
$977K – – –
SL
371
Sentinus LLC
Illinois
$974K -$3.3K -38 -0.3%
IC
372
IEQ Capital
California
$973K – – –
PMG
373
ProVise Management Group
Florida
$968K -$50.5K -581 -5%
VDBMI
374
Van Den Berg Management I
Texas
$941K -$66.6K -766 -7%
TPCW
375
TD Private Client Wealth
New York
$933K +$388K +4,469 +71%