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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JCM
401
Jacobi Capital Management
Pennsylvania
$515K +$88.7K +1,142 +23%
Betterment LLC
402
Betterment LLC
New York
$512K +$109K +1,400 +30%
SEP
403
Southland Equity Partners
Missouri
$505K -$414K -5,335 -47%
DFA
404
DHJJ Financial Advisors
Illinois
$505K +$44.7K +576 +11%
AWA
405
ARQ Wealth Advisors
Arizona
$499K +$119K +1,537 +35%
WCM
406
WealthBridge Capital Management
Ohio
$498K +$58.8K +757 +15%
PW
407
Peninsula Wealth
California
$495K +$15.4K +198 +4%
WLPWM
408
Walled Lake Planning & Wealth Management
Illinois
$488K +$1.71K +22 +0.4%
IF
409
Intrua Financial
Texas
$485K -$73.1K -941 -14%
VCM
410
Vision Capital Management
Oregon
$478K +$437K +5,629 New
BJL
411
Brighton Jones LLC
Washington
$466K -$13.7K -177 -3%
PGAM
412
Princeton Global Asset Management
New Jersey
$466K +$256K +3,301 +151%
Bank of Montreal
413
Bank of Montreal
Ontario, Canada
$460K -$142K -1,833 -25%
FTUS
414
Flow Traders U.S.
New York
$459K +$420K +5,409 New
CCM
415
Ciovacco Capital Management
Georgia
$453K
NS
416
NBC Securities
Alabama
$452K +$29.1K +375 +8%
NIWA
417
New Insight Wealth Advisors
California
$449K +$411K +5,290 New
FHA
418
First Horizon Advisors
Tennessee
$448K +$235K +3,026 +134%
SFG
419
Sovereign Financial Group
Connecticut
$447K +$409K +5,262 New
Fisher Asset Management
420
Fisher Asset Management
Washington
$442K +$405K +5,213 New
IAS
421
Insigneo Advisory Services
Florida
$441K +$7.38K +95 +2%
LCWP
422
Legacy Capital Wealth Partners
Arkansas
$440K +$128K +1,650 +47%
CA
423
Continuum Advisory
Idaho
$439K +$43.5K +560 +12%
ADL
424
Asset Dedication LLC
California
$437K
D.E. Shaw & Co
425
D.E. Shaw & Co
New York
$437K +$400K +5,145 New