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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
401
Pekin Hardy Strauss
Illinois
$280K +$12.7K +160 +5%
CA
402
Crewe Advisors
Utah
$275K -$92.7K -1,164 -24%
EL
403
Essex LLC
Illinois
$274K +$288K +3,618 New
VCM
404
Vivaldi Capital Management
Illinois
$272K – – –
HNWA
405
Henrickson Nauta Wealth Advisors
Michigan
$269K – – –
LCWP
406
Legacy Capital Wealth Partners
Arkansas
$268K +$282K +3,536 New
GM
407
GeoWealth Management
Illinois
$262K -$2.78M -34,852 -91%
AA
408
AlphaQ Advisors
Florida
$261K +$275K +3,448 New
TCM
409
TD Capital Management
Tennessee
$261K +$45.8K +575 +20%
SFPG
410
Stonebridge Financial Planning Group
Florida
$260K +$273K +3,425 New
SWA
411
Sax Wealth Advisors
New Jersey
$257K +$270K +3,391 New
BC
412
Barnett & Company
Tennessee
$257K -$11.9K -150 -4%
MA
413
MONECO Advisors
Connecticut
$254K +$267K +3,356 New
EWA
414
Evolution Wealth Advisors
Florida
$253K +$266K +3,335 New
ESB
415
Essex Savings Bank
Connecticut
$250K +$29.1K +365 +12%
WPC
416
Wedmont Private Capital
Pennsylvania
$248K +$261K +3,282 New
C
417
CEDRUS
Colorado
$247K +$15.6K +196 +6%
VPP
418
Vertex Planning Partners
Illinois
$246K – – –
AWA
419
Arete Wealth Advisors
Illinois
$240K -$2.02M -25,319 -89%
MOS
420
MGO One Seven
Ohio
$231K +$243K +3,050 New
FAIM
421
Financial Advocates Investment Management
Washington
$224K +$235K +2,957 New
CMI
422
Clare Market Investments
Texas
$222K – – –
PA
423
PFG Advisors
Arizona
$218K +$229K +2,878 New
TC
424
TownSquare Capital
Utah
$217K +$228K +2,867 New
SWA
425
Stratos Wealth Advisors
Ohio
$215K +$226K +2,841 New
15 16
17
18 19