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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
401
WealthBridge Capital Management
Ohio
$726K +$189K +2,200 +37%
NFSG
402
Newbridge Financial Services Group
Florida
$714K -$22.3K -260 -3%
MSFS
403
Main Street Financial Solutions
Pennsylvania
$708K +$242K +2,820 +56%
CG
404
Clarus Group
Texas
$708K +$772 +9 +0.1%
IWM
405
Iams Wealth Management
Nebraska
$694K -$179K -2,092 -21%
BEI
406
Benjamin Edwards Inc
Missouri
$693K +$8.84K +103 +1%
VR
407
Valued Retirements
Texas
$689K – – –
FWA
408
FSC Wealth Advisors
New York
$688K +$31.4K +366 +5%
MCC
409
Money Concepts Capital
Florida
$681K +$36.6K +427 +6%
LSPW
410
Lake Street Private Wealth
Illinois
$674K – – –
PFGIA
411
Patriot Financial Group Insurance Agency
Massachusetts
$659K -$15K -175 -2%
LPT
412
Legacy Private Trust
Wisconsin
$658K -$133K -1,550 -17%
E
413
ETFidea
New York
$655K – – –
MWM
414
MGB Wealth Management
Texas
$651K +$45K +525 +8%
SFG
415
Sovereign Financial Group
Connecticut
$647K +$166K +1,935 +37%
FFS
416
Founders Financial Securities
Maryland
$647K +$80.9K +943 +15%
WLPWM
417
Walled Lake Planning & Wealth Management
Illinois
$642K +$120K +1,397 +24%
SWA
418
Sax Wealth Advisors
New Jersey
$641K +$258K +3,011 +73%
AW
419
Atlas Wealth
Ohio
$638K +$609K +7,102 New
PGAM
420
Princeton Global Asset Management
New Jersey
$613K +$114K +1,330 +24%
DFA
421
DHJJ Financial Advisors
Illinois
$611K +$72.6K +846 +14%
3F
422
360 Financial
Minnesota
$604K – – –
RC
423
Randolph Company
Ohio
$602K -$91.5K -1,067 -14%
AWA
424
ARQ Wealth Advisors
Arizona
$589K +$57.8K +674 +11%
SIC
425
Samalin Investment Counsel
New York
$589K +$13.9K +162 +3%
15 16
17
18 19