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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
351
John W. Brooker & Co
California
$1.18M -$54.2K -531 -4%
SWM
352
SK Wealth Management
Rhode Island
$1.17M -$13.4M -131,205 -92%
WF
353
Warner Financial
Maryland
$1.17M +$13.5K +132 +1%
CSP
354
Cary Street Partners
Virginia
$1.17M -$230K -2,256 -17%
EA
355
Echo45 Advisors
California
$1.17M +$1.15M +11,276 New
HCA
356
Heck Capital Advisors
Wisconsin
$1.16M – – –
BNMT
357
Bawa N Mallick Trust
New York
$1.14M – – –
RWA
358
Rooted Wealth Advisors
Illinois
$1.13M -$1.04M -10,213 -49%
PAS
359
Park Avenue Securities
New York
$1.11M +$238K +2,328 +28%
WA
360
Whipplewood Advisors
Colorado
$1.11M -$14.8K -145 -1%
KFGK
361
Keystone Financial Group (Kentucky)
Kentucky
$1.1M -$3.17K -31 -0.3%
PWP
362
Principle Wealth Partners
Connecticut
$1.07M +$7.05K +69 +0.7%
ACS
363
Archford Capital Strategies
Illinois
$1.06M -$5K -49 -0.5%
TFM
364
Trademark Financial Management
Minnesota
$1.06M -$39.9K -391 -4%
AF
365
Advisornet Financial
Minnesota
$1.05M -$26.4K -259 -2%
SIS
366
Strategic Investment Solutions
Illinois
$1.03M +$1.33K +13 +0.1%
CRWM
367
Castle Rock Wealth Management
California
$1.03M +$2.76K +27 +0.3%
KAS
368
KPP Advisory Services
Kentucky
$1.02M -$47.5K -465 -4%
PWM
369
Parkway Wealth Management
Texas
$1.01M +$999K +9,780 New
RFP
370
Root Financial Partners
California
$999K -$102 -1 -0%
HWM
371
HB Wealth Management
Georgia
$976K -$233K -2,278 -19%
PWA
372
PCG Wealth Advisors
Kansas
$970K -$9.91K -97 -1%
CA
373
Calton & Associates
Florida
$956K -$24.5K -240 -3%
PM
374
Phraction Management
Connecticut
$942K – – –
SMG
375
Smart Money Group
Texas
$931K -$59.8K -586 -6%
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