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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
376
Prudential Financial
New Jersey
$891K -$479K -5,516 -35%
MWM
377
Mission Wealth Management
California
$885K -$13.3M -153,173 -94%
FCT
378
First Community Trust
Iowa
$864K
LC
379
Legacy CG
Texas
$845K -$6.54M -75,300 -89%
RFP
380
Root Financial Partners
California
$836K
BFWM
381
Bright Futures Wealth Management
New York
$833K -$693K -7,981 -46%
SC
382
Scotia Capital
Ontario, Canada
$820K +$20.8K +239 +3%
AIM
383
Anchor Investment Management
South Carolina
$818K -$134K -1,545 -14%
RFA
384
Resurgent Financial Advisors
Georgia
$808K -$811K -9,329 -50%
FFS
385
Founders Financial Securities
Maryland
$801K +$178K +2,052 +29%
WCM
386
WealthBridge Capital Management
Ohio
$789K +$90.2K +1,038 +13%
SBWIC
387
Schaper Benz & Wise Investment Counsel
Wisconsin
$764K +$50.7K +584 +7%
KWM
388
Kaydan Wealth Management
Michigan
$763K
IWM
389
Iams Wealth Management
Nebraska
$753K +$57K +656 +8%
PTC
390
Private Trust Company
Ohio
$741K -$231K -2,658 -24%
UAG
391
United Advisor Group
Ohio
$732K +$734K +8,453 New
SFG
392
Sovereign Financial Group
Connecticut
$729K +$106K +1,220 +17%
TC
393
Trilogy Capital
California
$727K -$179K -2,062 -20%
WLPWM
394
Walled Lake Planning & Wealth Management
Illinois
$715K +$96.5K +1,111 +16%
ACA
395
Atlas Capital Advisors
Wyoming
$710K -$54.3K -625 -7%
AGP
396
Autumn Glory Partners
Texas
$706K -$608 -7 -0.1%
KTM
397
Keeler Thomas Management
Utah
$696K -$437K -5,030 -38%
SWA
398
Sax Wealth Advisors
New Jersey
$694K +$77.3K +890 +12%
FWA
399
FSC Wealth Advisors
New York
$692K +$28.8K +332 +4%
LPT
400
Legacy Private Trust
Wisconsin
$690K +$56.1K +646 +9%