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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
376
IEQ Capital
California
$1.09M – – –
BAM
377
Belpointe Asset Management
Nevada
$1.09M +$305K +3,336 +42%
SL
378
Sentinus LLC
Illinois
$1.08M -$8.87K -97 -0.9%
PF
379
Phoenix Financial
Israel
$1.06M -$162K -1,770 -14%
PMG
380
ProVise Management Group
Florida
$1.06M -$23.9K -261 -2%
MIH
381
Meitav Investment House
Israel
$1.06M +$392K +4,292 +64%
CRWM
382
Castle Rock Wealth Management
California
$1.04M -$1.26M -13,751 -56%
SF
383
Synovus Financial
Georgia
$1.04M +$612K +6,691 +166%
FFS
384
Founders Financial Securities
Maryland
$1.03M +$124K +1,359 +15%
ACA
385
Ascension Capital Advisors
Texas
$1.03M -$15.4K -168 -2%
MWM
386
Mission Wealth Management
California
$1.02M +$27.3K +298 +3%
ASFA
387
All Season Financial Advisors
Colorado
$1.01M +$950K +10,394 New
PM
388
Phraction Management
Connecticut
$1M – – –
CL
389
Choreo LLC
Illinois
$995K -$329K -3,599 -26%
ACM
390
AlphaStar Capital Management
North Carolina
$976K +$921K +10,071 New
SAG
391
SageView Advisory Group
California
$974K -$734K -8,022 -44%
FCT
392
First Community Trust
Iowa
$967K – – –
AA
393
Axiom Advisory
California
$966K +$15.1K +165 +2%
CPP
394
Capasso Planning Partners
South Carolina
$957K -$200K -2,190 -18%
RFP
395
Root Financial Partners
California
$935K – – –
NP
396
Nilsine Partners
Colorado
$928K -$267K -2,920 -23%
FHC
397
First Heartland Consultants
Missouri
$924K -$725K -7,926 -45%
BFWM
398
Bright Futures Wealth Management
New York
$922K +$30.8K +337 +4%
RFA
399
Resurgent Financial Advisors
Georgia
$910K +$5.49K +60 +0.6%
AIM
400
Anchor Investment Management
South Carolina
$897K -$18.3K -200 -2%
14 15
16
17 18