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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OLA
376
Oliver Luxxe Assets
New Jersey
$827K -$97.9K -1,004 -11%
AIM
377
Anchor Investment Management
South Carolina
$825K -$30.2K -310 -4%
FCT
378
First Community Trust
Iowa
$817K
GS
379
GTS Securities
Florida
$811K -$5M -51,261 -86%
SA
380
Sovran Advisors
California
$806K -$124K -1,271 -14%
SL
381
SWMG LLC
Texas
$802K +$53.5K +548 +8%
CWG
382
Cornerstone Wealth Group
North Carolina
$789K -$2.54K -26 -0.3%
PG
383
Patten Group
Tennessee
$772K -$259K -2,659 -25%
SWA
384
Sax Wealth Advisors
New Jersey
$757K -$39.9K -409 -5%
SIC
385
Samalin Investment Counsel
New York
$748K +$4.58K +47 +0.6%
RIA
386
Regal Investment Advisors
Michigan
$746K +$383K +3,925 +109%
UAG
387
United Advisor Group
Ohio
$737K -$42K -431 -5%
Citadel Advisors
388
Citadel Advisors
Florida
$725K -$3.25M -33,284 -82%
TWP
389
Triad Wealth Partners
Kansas
$724K +$417K +4,278 +142%
VR
390
Valued Retirements
Texas
$719K
GMA
391
Glassy Mountain Advisors
Maryland
$713K +$23.4K +240 +3%
FWA
392
FSC Wealth Advisors
New York
$704K -$56.6K -580 -8%
CFS
393
Commonwealth Financial Services
West Virginia
$702K -$62.7K -643 -8%
BI
394
Beckerman Institutional
New Jersey
$696K -$31.1K -319 -4%
OSAM
395
O'Shaughnessy Asset Management
Connecticut
$693K -$97.8K -1,003 -13%
US Bancorp
396
US Bancorp
Minnesota
$688K -$44.3K -454 -6%
EPW
397
Endeavor Private Wealth
Kansas
$687K +$56.6K +580 +9%
WPWM
398
Western Pacific Wealth Management
Illinois
$681K -$107K -1,100 -14%
VDBMI
399
Van Den Berg Management I
Texas
$678K -$15.6K -160 -2%
AGP
400
Autumn Glory Partners
Texas
$659K +$395K +4,050 +156%