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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RDFA
376
Ritter Daniher Financial Advisory
Ohio
$876K -$11.7K -116 -1%
PA
377
PFG Advisors
Arizona
$869K +$123K +1,214 +17%
SL
378
SWMG LLC
Texas
$868K +$17.2K +170 +2%
ACA
379
Ascension Capital Advisors
Texas
$863K -$5.96K -59 -0.7%
FCT
380
First Community Trust
Iowa
$857K
CA
381
COFG Advisors
Illinois
$833K
WLPWM
382
Walled Lake Planning & Wealth Management
Illinois
$825K +$36.8K +364 +5%
RIA
383
Realta Investment Advisors
Delaware
$816K -$1.34M -13,238 -63%
CWG
384
Cornerstone Wealth Group
North Carolina
$814K -$17.3K -171 -2%
KeyBank National Association
385
KeyBank National Association
Ohio
$784K +$160K +1,582 +27%
PWA
386
PCG Wealth Advisors
Kansas
$770K -$89.7K -887 -11%
AWA
387
Arkadios Wealth Advisors
Georgia
$761K +$11.1K +110 +2%
SIC
388
Samalin Investment Counsel
New York
$752K -$46.1K -456 -6%
VAS
389
Vestmark Advisory Solutions
Massachusetts
$739K
RIA
390
Regal Investment Advisors
Michigan
$735K -$77.3K -765 -10%
OLA
391
Oliver Luxxe Assets
New Jersey
$733K -$28.2K -279 -4%
LFG
392
Larson Financial Group
Missouri
$729K -$38.1K -377 -5%
OWA
393
OakTrust Wealth Advisors
Connecticut
$724K +$101 +1 +0%
DFA
394
DHJJ Financial Advisors
Illinois
$723K +$500K +4,950 +247%
BW
395
BIP Wealth
Georgia
$718K
BFF
396
Byrne Financial Freedom
Massachusetts
$715K -$36.9K -365 -5%
VR
397
Valued Retirements
Texas
$714K -$66.9K -662 -9%
JWBC
398
John W. Brooker & Co
California
$712K -$157K -1,557 -19%
TFM
399
Trademark Financial Management
Minnesota
$709K -$125K -1,237 -15%
UAG
400
United Advisor Group
Ohio
$706K -$32.6K -322 -5%