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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
376
ARQ Wealth Advisors
Arizona
$919K – – –
RFP
377
Root Financial Partners
California
$905K -$11.9K -136 -1%
CA
378
Calton & Associates
Florida
$901K -$573K -6,529 -40%
SA
379
Sovran Advisors
California
$891K -$102K -1,162 -11%
OLA
380
Oliver Luxxe Assets
New Jersey
$877K -$189K -2,157 -19%
PM
381
Phraction Management
Connecticut
$853K -$110K -1,250 -12%
KWM
382
Kaydan Wealth Management
Michigan
$826K – – –
PAS
383
Park Avenue Securities
New York
$817K +$141K +1,613 +23%
MWM
384
MGB Wealth Management
Texas
$813K -$132K -1,510 -15%
SFG
385
Sovereign Financial Group
Connecticut
$812K -$41.3K -471 -5%
AIM
386
Anchor Investment Management
South Carolina
$810K -$22.4K -255 -3%
TPBG
387
Turning Point Benefit Group
Maryland
$803K +$304K +3,466 +68%
LFG
388
Larson Financial Group
Missouri
$797K -$77.2K -880 -9%
FCT
389
First Community Trust
Iowa
$773K – – –
WLPWM
390
Walled Lake Planning & Wealth Management
Illinois
$768K -$127K -1,448 -15%
1IA
391
1620 Investment Advisors
Massachusetts
$759K +$28.1K +320 +4%
CL
392
Choreo LLC
Illinois
$755K -$237K -2,705 -25%
SWA
393
Sax Wealth Advisors
New Jersey
$755K – – –
OSAM
394
O'Shaughnessy Asset Management
Connecticut
$750K +$266K +3,032 +61%
CWG
395
Cornerstone Wealth Group
North Carolina
$749K -$38.8K -442 -5%
WPWM
396
Western Pacific Wealth Management
Illinois
$747K +$105K +1,200 +18%
UAG
397
United Advisor Group
Ohio
$738K -$211K -2,401 -23%
CFS
398
Commonwealth Financial Services
West Virginia
$724K +$259K +2,955 +62%
SL
399
SWMG LLC
Texas
$721K +$83.8K +955 +15%
FWA
400
FSC Wealth Advisors
New York
$720K -$1.93K -22 -0.3%
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16
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