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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMG
376
Smart Money Group
Texas
$931K -$59.8K -586 -6%
Barclays
377
Barclays
United Kingdom
$922K +$848K +8,300 +1,370%
KWM
378
Kaydan Wealth Management
Michigan
$912K – – –
RDFA
379
Ritter Daniher Financial Advisory
Ohio
$901K -$109K -1,068 -11%
1IA
380
1620 Investment Advisors
Massachusetts
$900K +$19.9K +195 +2%
MWM
381
MGB Wealth Management
Texas
$898K +$6.43K +63 +0.7%
CWMK
382
Caliber Wealth Management (Kansas)
Kansas
$896K -$204K -1,994 -19%
MIH
383
Meitav Investment House
Israel
$895K – – –
AIM
384
Anchor Investment Management
South Carolina
$867K +$4.19K +41 +0.5%
ACA
385
Ascension Capital Advisors
Texas
$866K -$187K -1,832 -18%
BFF
386
Byrne Financial Freedom
Massachusetts
$862K -$177K -1,732 -17%
FCT
387
First Community Trust
Iowa
$854K – – –
WLPWM
388
Walled Lake Planning & Wealth Management
Illinois
$844K -$23.4K -229 -3%
SL
389
SWMG LLC
Texas
$836K +$10.5K +103 +1%
CA
390
COFG Advisors
Illinois
$833K +$821K +8,040 New
CWG
391
Cornerstone Wealth Group
North Carolina
$829K +$4.6K +45 +0.6%
MWM
392
Maridea Wealth Management
New York
$820K -$108K -1,055 -12%
OLA
393
Oliver Luxxe Assets
New Jersey
$811K -$52.7K -516 -6%
EPW
394
Endeavor Private Wealth
Kansas
$806K +$87.2K +854 +12%
OSAM
395
O'Shaughnessy Asset Management
Connecticut
$802K +$76.9K +753 +11%
SIC
396
Samalin Investment Counsel
New York
$802K +$20.1K +197 +3%
SA
397
Sovran Advisors
California
$799K -$56.3K -551 -7%
SWA
398
Sax Wealth Advisors
New Jersey
$793K +$2.25K +22 +0.3%
AFP
399
ATX Financial Planning
Texas
$785K +$774K +7,576 New
VR
400
Valued Retirements
Texas
$779K -$13.7K -134 -2%