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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
376
Kaydan Wealth Management
Michigan
$852K – – –
SMG
377
Smart Money Group
Texas
$849K -$22.1K -213 -2%
1IA
378
1620 Investment Advisors
Massachusetts
$842K +$2.07K +20 +0.2%
MIH
379
Meitav Investment House
Israel
$838K – – –
HPCM
380
Hunter Perkins Capital Management
Illinois
$829K +$889K +8,575 New
RDFA
381
Ritter Daniher Financial Advisory
Ohio
$826K -$15.9K -153 -2%
CWG
382
Cornerstone Wealth Group
North Carolina
$814K +$311 +3 +0%
JWBC
383
John W. Brooker & Co
California
$812K -$308K -2,975 -26%
ACA
384
Ascension Capital Advisors
Texas
$809K +$104 +1 +0%
PWA
385
PCG Wealth Advisors
Kansas
$802K -$111K -1,068 -11%
XT
386
XTX Topco
Cayman Islands
$800K -$2.58M -24,857 -75%
FCT
387
First Community Trust
Iowa
$797K – – –
AA
388
Auxano Advisors
Washington
$786K +$468K +4,515 +125%
TFM
389
Trademark Financial Management
Minnesota
$779K -$224K -2,163 -21%
SL
390
SWMG LLC
Texas
$777K +$11.6K +112 +1%
CA
391
COFG Advisors
Illinois
$775K -$3.01K -29 -0.4%
Jane Street
392
Jane Street
New York
$775K +$830K +8,010 New
AIM
393
Anchor Investment Management
South Carolina
$768K -$44.1K -425 -5%
RIA
394
Regal Investment Advisors
Michigan
$758K +$63K +608 +8%
SIC
395
Samalin Investment Counsel
New York
$744K -$5.29K -51 -0.7%
MFGM
396
Marshall Financial Group (Maryland)
Maryland
$744K -$462K -4,456 -37%
PFGIA
397
Patriot Financial Group Insurance Agency
Massachusetts
$742K +$430K +4,152 +118%
CWMK
398
Caliber Wealth Management (Kansas)
Kansas
$733K -$111K -1,072 -12%
WLPWM
399
Walled Lake Planning & Wealth Management
Illinois
$732K -$60.5K -584 -7%
SA
400
Sovran Advisors
California
$728K -$17.2K -166 -2%