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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
376
Ascension Capital Advisors
Texas
$933K +$77.4K +891 +9%
AA
377
Axiom Advisory
California
$903K +$903K +10,395 New
PM
378
Phraction Management
Connecticut
$896K – – –
Prudential Financial
379
Prudential Financial
New Jersey
$891K -$479K -5,516 -35%
MWM
380
Mission Wealth Management
California
$885K -$13.3M -153,173 -94%
FCT
381
First Community Trust
Iowa
$864K – – –
LC
382
Legacy CG
Texas
$845K -$6.54M -75,300 -89%
RFP
383
Root Financial Partners
California
$836K – – –
BFWM
384
Bright Futures Wealth Management
New York
$833K -$693K -7,981 -46%
SC
385
Scotia Capital
Ontario, Canada
$820K +$20.8K +239 +3%
AIM
386
Anchor Investment Management
South Carolina
$818K -$134K -1,545 -14%
RFA
387
Resurgent Financial Advisors
Georgia
$808K -$811K -9,329 -50%
FFS
388
Founders Financial Securities
Maryland
$801K +$178K +2,052 +29%
WCM
389
WealthBridge Capital Management
Ohio
$789K +$90.2K +1,038 +13%
SBWIC
390
Schaper Benz & Wise Investment Counsel
Wisconsin
$764K +$50.7K +584 +7%
KWM
391
Kaydan Wealth Management
Michigan
$763K – – –
IWM
392
Iams Wealth Management
Nebraska
$753K +$57K +656 +8%
PTC
393
Private Trust Company
Ohio
$741K -$231K -2,658 -24%
UAG
394
United Advisor Group
Ohio
$732K +$734K +8,453 New
SFG
395
Sovereign Financial Group
Connecticut
$729K +$106K +1,220 +17%
TC
396
Trilogy Capital
California
$727K -$179K -2,062 -20%
WLPWM
397
Walled Lake Planning & Wealth Management
Illinois
$715K +$96.5K +1,111 +16%
ACA
398
Atlas Capital Advisors
Wyoming
$710K -$54.3K -625 -7%
AGP
399
Autumn Glory Partners
Texas
$706K -$608 -7 -0.1%
KTM
400
Keeler Thomas Management
Utah
$696K -$437K -5,030 -38%