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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
376
Advisor OS
Illinois
$672K +$615K +7,920 New
CG
377
Clarus Group
Texas
$667K -$5.98K -77 -1%
KCFA
378
Key Client Fiduciary Advisors
New Jersey
$665K +$138K +1,772 +29%
PA
379
PSI Advisors
Florida
$664K +$38.7K +498 +7%
RC
380
Randolph Company
Ohio
$659K +$121K +1,557 +25%
VR
381
Valued Retirements
Texas
$650K +$595K +7,661 New
BEI
382
Benjamin Edwards Inc
Missouri
$646K -$15.3K -197 -3%
GB
383
Goepper Burkhardt
South Carolina
$642K +$583K +7,510 New
KWM
384
Kingsview Wealth Management
Oregon
$640K -$1.12M -14,376 -66%
PFGIA
385
Patriot Financial Group Insurance Agency
Massachusetts
$637K -$1.06M -13,590 -64%
LSPW
386
Lake Street Private Wealth
Illinois
$636K – – –
SBWIC
387
Schaper Benz & Wise Investment Counsel
Wisconsin
$628K +$52.3K +673 +10%
FWA
388
FSC Wealth Advisors
New York
$619K +$566K +7,289 New
E
389
ETFidea
New York
$618K – – –
MCC
390
Money Concepts Capital
Florida
$607K -$360K -4,637 -39%
LC
391
Landaas & Company
Wisconsin
$594K – – –
MWM
392
MGB Wealth Management
Texas
$572K +$523K +6,731 New
3F
393
360 Financial
Minnesota
$571K +$522K +6,723 New
MWM
394
Mission Wealth Management
California
$563K +$515K +6,628 New
ACA
395
Atlas Capital Advisors
Wyoming
$562K +$311K +4,007 +153%
MC
396
Moors & Cabot
Massachusetts
$557K +$84.7K +1,091 +20%
HA
397
Herold Advisors
New York
$547K +$71.7K +923 +17%
SIC
398
Samalin Investment Counsel
New York
$542K -$599K -7,712 -55%
BCM
399
Beck Capital Management
Texas
$532K -$4.04K -52 -0.8%
FFS
400
Founders Financial Securities
Maryland
$531K +$486K +6,252 New
14 15
16
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