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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
351
Trademark Financial Management
Minnesota
$1.37M -$601K -6,530 -30%
TPCW
352
TD Private Client Wealth
New York
$1.36M -$103K -1,116 -7%
OCBCO
353
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.36M -$11.9M -129,169 -89%
SMG
354
Smart Money Group
Texas
$1.36M -$28.1M -305,384 -95%
CAM
355
Cozad Asset Management
Illinois
$1.36M – – –
MWA
356
Merkkuri Wealth Advisors
New York
$1.32M -$98.8K -1,074 -7%
PAS
357
PKS Advisory Services
New York
$1.31M +$291K +3,160 +27%
WCM
358
Winebrenner Capital Management
Kentucky
$1.31M -$35.1K -381 -2%
AWM
359
Axxcess Wealth Management
California
$1.31M -$449K -4,882 -25%
RSF
360
Rik Saylor Financial
Ohio
$1.3M -$60K -652 -4%
DWM
361
Defined Wealth Management
Oregon
$1.28M -$6.44K -70 -0.5%
PIA
362
Perennial Investment Advisors
California
$1.25M +$779K +8,467 +148%
HP
363
Holistic Planning
Texas
$1.23M -$72.5K -788 -5%
CAM
364
Cresset Asset Management
Illinois
$1.23M +$269K +2,922 +26%
AAS
365
Ameritas Advisory Services
Nebraska
$1.23M -$6.99K -76 -0.6%
Jane Street
366
Jane Street
New York
$1.22M +$708K +7,693 +125%
PG
367
Patten Group
Tennessee
$1.21M -$160K -1,744 -11%
Brown Advisory
368
Brown Advisory
Maryland
$1.2M – – –
CIBC Private Wealth Group
369
CIBC Private Wealth Group
Georgia
$1.2M +$2.02K +22 +0.1%
TSS
370
Two Sigma Securities
New York
$1.2M +$1.25M +13,619 New
DBIA
371
Dumont & Blake Investment Advisors
New Jersey
$1.19M -$527K -5,732 -30%
MMM
372
Mendel Money Management
Illinois
$1.18M +$52.6K +572 +4%
MAG
373
M3 Advisory Group
Massachusetts
$1.17M +$19.3K +210 +2%
CFG
374
Cornerstone Financial Group
Nebraska
$1.13M +$46.7K +508 +4%
WF
375
Warner Financial
Maryland
$1.11M -$69.8K -758 -6%