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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
401
Parallel Advisors
California
$131K – – –
JFGIW
402
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$120K – – –
FHA
403
First Horizon Advisors
Tennessee
$116K +$109K +1,452 New
TWM
404
Tradition Wealth Management
Minnesota
$106K – – –
LF
405
Lee Financial
Texas
$100K +$94.3K +1,253 New
IPW
406
Impact Partnership Wealth
Georgia
$96K +$90.5K +1,203 New
IWP
407
IAG Wealth Partners
Wisconsin
$86.6K – – –
RG
408
Retirement Group
California
$81.8K – – –
TAM
409
Tucker Asset Management
Colorado
$73.9K – – –
LFG
410
Larson Financial Group
Missouri
$72.2K -$46.7K -621 -41%
TH
411
TCTC Holdings
Texas
$72.2K – – –
GTAM
412
Global Trust Asset Management
Florida
$72.2K +$68.1K +905 New
EWM
413
EPG Wealth Management
Georgia
$67.2K +$37.6K +500 +146%
FFA
414
Farther Finance Advisors
California
$59.7K +$15.4K +205 +38%
OIS
415
Okabena Investment Services
Minnesota
$55.3K +$52.2K +693 New
CAL
416
Capital Analysts LLC
Pennsylvania
$54K +$51K +677 New
SS
417
Sunbelt Securities
Texas
$53.3K +$50.3K +668 New
Barclays
418
Barclays
United Kingdom
$48.4K +$45.6K +606 New
S
419
SignatureFD
Georgia
$46.9K -$56.1K -746 -56%
BWM
420
BerganKDV Wealth Management
Minnesota
$45.8K +$43.2K +574 New
YDMI
421
Y.D. More Investments
Israel
$42.8K +$6.55K +87 +19%
BWA
422
BDO Wealth Advisors
Florida
$39.9K – – –
Fifth Third Bancorp
423
Fifth Third Bancorp
Ohio
$39.9K – – –
GWS
424
Glassman Wealth Services
Virginia
$38.5K – – –
CPG
425
Cornerstone Planning Group
New Jersey
$33.7K +$31.8K +422 New