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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFCI
376
Comprehensive Financial Consultants Institutional
Indiana
$887K -$1.23M -12,171 -59%
RDFA
377
Ritter Daniher Financial Advisory
Ohio
$876K -$11.7K -116 -1%
PA
378
PFG Advisors
Arizona
$869K +$123K +1,214 +17%
SL
379
SWMG LLC
Texas
$868K +$17.2K +170 +2%
ACA
380
Ascension Capital Advisors
Texas
$863K -$5.96K -59 -0.7%
FCT
381
First Community Trust
Iowa
$857K – – –
CA
382
COFG Advisors
Illinois
$833K – – –
WLPWM
383
Walled Lake Planning & Wealth Management
Illinois
$825K +$36.8K +364 +5%
RIA
384
Realta Investment Advisors
Delaware
$816K -$1.34M -13,238 -63%
CWG
385
Cornerstone Wealth Group
North Carolina
$814K -$17.3K -171 -2%
AIM
386
Anchor Investment Management
South Carolina
$787K -$37.9K -375 -5%
KeyBank National Association
387
KeyBank National Association
Ohio
$784K +$160K +1,582 +27%
PWA
388
PCG Wealth Advisors
Kansas
$770K -$89.7K -887 -11%
AWA
389
Arkadios Wealth Advisors
Georgia
$761K +$11.1K +110 +2%
SIC
390
Samalin Investment Counsel
New York
$752K -$46.1K -456 -6%
VAS
391
Vestmark Advisory Solutions
Massachusetts
$739K – – –
RIA
392
Regal Investment Advisors
Michigan
$735K -$77.3K -765 -10%
OLA
393
Oliver Luxxe Assets
New Jersey
$733K -$28.2K -279 -4%
LFG
394
Larson Financial Group
Missouri
$729K -$38.1K -377 -5%
OWA
395
OakTrust Wealth Advisors
Connecticut
$724K +$101 +1 +0%
DFA
396
DHJJ Financial Advisors
Illinois
$723K +$500K +4,950 +247%
BW
397
BIP Wealth
Georgia
$718K – – –
BFF
398
Byrne Financial Freedom
Massachusetts
$715K -$36.9K -365 -5%
VR
399
Valued Retirements
Texas
$714K -$66.9K -662 -9%
JWBC
400
John W. Brooker & Co
California
$712K -$157K -1,557 -19%