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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
376
Maripau Wealth Management
Indiana
$238K -$58.3K -774 -21%
JCM
377
Jacobi Capital Management
Pennsylvania
$235K +$222K +2,951 New
ESB
378
Essex Savings Bank
Connecticut
$234K +$220K +2,927 New
CMI
379
Clare Market Investments
Texas
$233K -$3.76K -50 -2%
TCM
380
TD Capital Management
Tennessee
$229K – – –
PCIA
381
Prime Capital Investment Advisors
Kansas
$228K +$215K +2,856 New
SVWAG
382
Sound View Wealth Advisors Group
Georgia
$224K – – –
SFG
383
StrategIQ Financial Group
Indiana
$216K +$203K +2,702 New
TAM
384
Tealwood Asset Management
Minnesota
$214K +$202K +2,682 New
VA
385
Valmark Advisers
Ohio
$211K +$199K +2,646 New
BWA
386
Burt Wealth Advisors
Maryland
$211K +$199K +2,642 New
SM
387
Sensible Money
Arizona
$207K +$195K +2,589 New
CG
388
CFO4Life Group
Texas
$203K +$192K +2,548 New
VVP
389
Venture Visionary Partners
Ohio
$201K +$189K +2,514 New
BTI
390
Blue Trust Inc
Georgia
$195K +$111K +1,471 +126%
WTG
391
West Tower Group
Virginia
$190K +$180K +2,385 New
WWM
392
Wolff Wiese Magana
California
$186K +$61K +810 +53%
LWA
393
Lowe Wealth Advisors
Maryland
$181K +$141K +1,875 +475%
KFI
394
Key Financial Inc
Pennsylvania
$179K – – –
FWP
395
FAS Wealth Partners
Kansas
$178K +$9.63K +128 +6%
PGAM
396
Princeton Global Asset Management
New Jersey
$174K -$1.88K -25 -1%
ACA
397
Atlas Capital Advisors
Wyoming
$172K +$44.8K +595 +38%
BBHC
398
Brown Brothers Harriman & Co
New York
$160K +$151K +2,003 New
PFBT
399
Parkside Financial Bank & Trust
Missouri
$133K -$24.8K -329 -16%
PA
400
Parallel Advisors
California
$131K – – –
14 15
16
17 18