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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
376
Jacobi Capital Management
Pennsylvania
$373K +$157K +1,973 +67%
WF
377
Welch & Forbes
Massachusetts
$363K – – –
MWM
378
Merriman Wealth Management
Washington
$360K – – –
IIA
379
IPG Investment Advisors
California
$355K +$373K +4,680 New
STCOSD
380
Sageworth Trust Company of South Dakota
South Dakota
$355K – – –
SBIA
381
Sheaff Brock Investment Advisors
Indiana
$354K – – –
FWM
382
Fairhaven Wealth Management
Illinois
$353K +$4.14K +52 +1%
Betterment LLC
383
Betterment LLC
New York
$351K +$369K +4,628 New
RA
384
RFG Advisory
Alabama
$350K +$368K +4,617 New
CA
385
Continuum Advisory
Idaho
$349K -$1.91K -24 -0.5%
SL
386
SWMG LLC
Texas
$349K -$8.44K -106 -2%
PIA
387
Perennial Investment Advisors
California
$347K +$10.5K +132 +3%
FCM
388
Family Capital Management
Michigan
$338K +$354K +4,451 New
FPAS
389
Focus Partners Advisor Solutions
Missouri
$337K -$6.69K -84 -2%
PWA
390
PCG Wealth Advisors
Kansas
$333K +$349K +4,388 New
ETIA
391
Epic Trust Investment Advisors
Washington
$329K +$84.6K +1,063 +32%
AWA
392
ARQ Wealth Advisors
Arizona
$329K +$346K +4,342 New
JIP
393
Jaffetilchin Investment Partners
Florida
$307K -$8.6K -108 -3%
CIBC World Market
394
CIBC World Market
Ontario, Canada
$306K – – –
RFN
395
Redwood Financial Network
Ohio
$305K +$321K +4,025 New
WCG
396
Weaver Consulting Group
California
$305K +$24.8K +312 +8%
WFM
397
Wolff Financial Management
Michigan
$303K – – –
HIP
398
HUB Investment Partners
Texas
$297K -$3.58K -45 -1%
WA
399
Waddell & Associates
Tennessee
$288K -$1.91K -24 -0.6%
SWM
400
Spire Wealth Management
Virginia
$284K -$10.8K -135 -3%