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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FHA
401
Flagship Harbor Advisors
Massachusetts
$683K -$42.5K -489 -6%
BAM
402
Belpointe Asset Management
Nevada
$683K -$236K -2,719 -26%
NFSG
403
Newbridge Financial Services Group
Florida
$683K -$5.04K -58 -0.7%
CG
404
Clarus Group
Texas
$682K
ZIG
405
Zurich Insurance Group
Switzerland
$682K -$11.8M -135,421 -95%
VR
406
Valued Retirements
Texas
$664K
BEI
407
Benjamin Edwards Inc
Missouri
$659K -$9.04K -104 -1%
Tudor Investment Corp
408
Tudor Investment Corp
Connecticut
$654K +$656K +7,550 New
DFA
409
DHJJ Financial Advisors
Illinois
$642K +$53.4K +615 +9%
LSA
410
L & S Advisors
California
$640K +$642K +7,388 New
MWM
411
MGB Wealth Management
Texas
$638K
AWA
412
ARQ Wealth Advisors
Arizona
$637K +$70K +806 +12%
LSPW
413
Lake Street Private Wealth
Illinois
$633K -$16.5K -190 -3%
RVPG
414
Relative Value Partners Group
$633K +$635K +7,309 New
E
415
ETFidea
New York
$631K
RC
416
Randolph Company
Ohio
$618K +$38.3K +441 +7%
KWM
417
Kingsview Wealth Management
Oregon
$605K +$42.9K +494 +8%
GC
418
Gilbert & Cook
Iowa
$604K -$108K -1,239 -15%
SIC
419
Samalin Investment Counsel
New York
$590K +$22.5K +259 +4%
PGAM
420
Princeton Global Asset Management
New Jersey
$589K -$1.3K -15 -0.2%
BWP
421
Balboa Wealth Partners
Arizona
$580K -$541K -6,226 -48%
MIH
422
Meitav Investment House
Israel
$579K +$28K +322 +5%
3F
423
360 Financial
Minnesota
$572K -$10.8K -124 -2%
PW
424
Peninsula Wealth
California
$555K
MW
425
Members Wealth
Pennsylvania
$551K +$497K +5,716 New