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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
401
Sax Wealth Advisors
New Jersey
$694K +$77.3K +890 +12%
FWA
402
FSC Wealth Advisors
New York
$692K +$28.8K +332 +4%
LPT
403
Legacy Private Trust
Wisconsin
$690K +$56.1K +646 +9%
FHA
404
Flagship Harbor Advisors
Massachusetts
$683K -$42.5K -489 -6%
BAM
405
Belpointe Asset Management
Nevada
$683K -$236K -2,719 -26%
NFSG
406
Newbridge Financial Services Group
Florida
$683K -$5.04K -58 -0.7%
CG
407
Clarus Group
Texas
$682K – – –
ZIG
408
Zurich Insurance Group
Switzerland
$682K -$11.8M -135,421 -95%
VR
409
Valued Retirements
Texas
$664K – – –
BEI
410
Benjamin Edwards Inc
Missouri
$659K -$9.04K -104 -1%
Tudor Investment Corp
411
Tudor Investment Corp
Connecticut
$654K +$656K +7,550 New
DFA
412
DHJJ Financial Advisors
Illinois
$642K +$53.4K +615 +9%
LSA
413
L & S Advisors
California
$640K +$642K +7,388 New
MWM
414
MGB Wealth Management
Texas
$638K – – –
AWA
415
ARQ Wealth Advisors
Arizona
$637K +$70K +806 +12%
LSPW
416
Lake Street Private Wealth
Illinois
$633K -$16.5K -190 -3%
RVPG
417
Relative Value Partners Group
$633K +$635K +7,309 New
E
418
ETFidea
New York
$631K – – –
RC
419
Randolph Company
Ohio
$618K +$38.3K +441 +7%
KWM
420
Kingsview Wealth Management
Oregon
$605K +$42.9K +494 +8%
GC
421
Gilbert & Cook
Iowa
$604K -$108K -1,239 -15%
SIC
422
Samalin Investment Counsel
New York
$590K +$22.5K +259 +4%
PGAM
423
Princeton Global Asset Management
New Jersey
$589K -$1.3K -15 -0.2%
BWP
424
Balboa Wealth Partners
Arizona
$580K -$541K -6,226 -48%
MIH
425
Meitav Investment House
Israel
$579K +$28K +322 +5%