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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
351
Advisornet Financial
Minnesota
$1.03M -$114K -1,172 -10%
KAS
352
KPP Advisory Services
Kentucky
$1.03M
ACS
353
Archford Capital Strategies
Illinois
$1.02M -$2.38M -24,361 -70%
PWP
354
Principle Wealth Partners
Connecticut
$1.02M
ACA
355
Ascension Capital Advisors
Texas
$1.01M -$17.8K -182 -2%
CRWM
356
Castle Rock Wealth Management
California
$1M
BFF
357
Byrne Financial Freedom
Massachusetts
$997K -$2.54M -26,033 -72%
SIS
358
Strategic Investment Solutions
Illinois
$988K -$683 -7 -0.1%
RDFA
359
Ritter Daniher Financial Advisory
Ohio
$968K +$952K +9,764 New
RFP
360
Root Financial Partners
California
$956K
SMG
361
Smart Money Group
Texas
$949K -$48.6K -498 -5%
CA
362
Calton & Associates
Florida
$939K -$13.2K -135 -1%
PWA
363
PCG Wealth Advisors
Kansas
$938K -$138K -1,419 -13%
IWM
364
IMG Wealth Management
Florida
$922K -$207K -2,120 -19%
Thrivent Financial for Lutherans
365
Thrivent Financial for Lutherans
Minnesota
$916K -$16.9M -173,293 -95%
MWM
366
Maridea Wealth Management
New York
$911K -$130K -1,328 -13%
PM
367
Phraction Management
Connecticut
$901K
KWM
368
Kaydan Wealth Management
Michigan
$873K
MIH
369
Meitav Investment House
Israel
$858K +$341K +3,496 +67%
MWM
370
MGB Wealth Management
Texas
$852K -$6.83K -70 -0.8%
1IA
371
1620 Investment Advisors
Massachusetts
$842K +$38.7K +397 +5%
PAS
372
Park Avenue Securities
New York
$831K -$31.8K -326 -4%
MWA
373
Merkkuri Wealth Advisors
New York
$831K -$234K -2,400 -22%
WLPWM
374
Walled Lake Planning & Wealth Management
Illinois
$831K +$18.9K +194 +2%
LFG
375
Larson Financial Group
Missouri
$828K -$13.5K -138 -2%