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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
401
Focus Partners Wealth
Massachusetts
$891K -$2.76M -30,169 -58%
SC
402
Scotia Capital
Ontario, Canada
$870K -$44.6K -488 -5%
SBWIC
403
Schaper Benz & Wise Investment Counsel
Wisconsin
$866K +$10.1K +110 +1%
KWM
404
Kaydan Wealth Management
Michigan
$854K – – –
AW
405
Atlas Wealth
Ohio
$851K -$771K -8,436 -49%
HSBC Holdings
406
HSBC Holdings
United Kingdom
$834K +$541K +5,919 +220%
ACA
407
Atlas Capital Advisors
Wyoming
$834K +$36.4K +398 +5%
WLPWM
408
Walled Lake Planning & Wealth Management
Illinois
$829K +$26.5K +290 +4%
TC
409
Trilogy Capital
California
$817K +$2.65K +29 +0.3%
BI
410
Beckerman Institutional
New Jersey
$813K +$767K +8,385 New
PFA
411
Petra Financial Advisors
Colorado
$809K +$763K +8,346 New
KFGK
412
Keystone Financial Group (Kentucky)
Kentucky
$795K +$749K +8,195 New
SFG
413
Sovereign Financial Group
Connecticut
$791K -$23.5K -257 -3%
VDBMI
414
Van Den Berg Management I
Texas
$787K -$251K -2,747 -25%
BWP
415
Balboa Wealth Partners
Arizona
$786K +$129K +1,407 +21%
SWA
416
Sax Wealth Advisors
New Jersey
$778K +$274 +3 +0%
FWA
417
FSC Wealth Advisors
New York
$771K -$3.02K -33 -0.4%
LPT
418
Legacy Private Trust
Wisconsin
$771K -$914 -10 -0.1%
AGP
419
Autumn Glory Partners
Texas
$768K -$33.5K -366 -4%
AWA
420
ARQ Wealth Advisors
Arizona
$765K +$61.3K +670 +9%
CG
421
Clarus Group
Texas
$761K -$2.47K -27 -0.3%
FHA
422
Flagship Harbor Advisors
Massachusetts
$746K -$18.3K -200 -3%
ZIG
423
Zurich Insurance Group
Switzerland
$744K – – –
QP
424
Quartz Partners
New York
$743K +$701K +7,667 New
VR
425
Valued Retirements
Texas
$743K – – –