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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
401
Castle Rock Wealth Management
California
$990K -$11.1K -115 -1%
ACM
402
AlphaStar Capital Management
North Carolina
$988K +$56.7K +589 +6%
MWM
403
Mission Wealth Management
California
$979K +$5.01K +52 +0.5%
MW
404
Members Wealth
Pennsylvania
$979K +$1.03M +10,683 New
WP
405
WMS Partners
Maryland
$975K +$732K +7,595 +260%
PM
406
Phraction Management
Connecticut
$959K
MWM
407
MGB Wealth Management
Texas
$944K +$282K +2,928 +40%
RFP
408
Root Financial Partners
California
$930K +$36.6K +380 +4%
ACA
409
Ascension Capital Advisors
Texas
$917K -$69.1K -717 -7%
NP
410
Nilsine Partners
Colorado
$908K +$20.8K +216 +2%
WLPWM
411
Walled Lake Planning & Wealth Management
Illinois
$875K +$85.5K +888 +10%
AIM
412
Anchor Investment Management
South Carolina
$861K +$3.18K +33 +0.4%
BAM
413
Belpointe Asset Management
Nevada
$850K -$222K -2,304 -21%
PMG
414
ProVise Management Group
Florida
$840K -$179K -1,855 -17%
SBWIC
415
Schaper Benz & Wise Investment Counsel
Wisconsin
$835K +$6.26K +65 +0.7%
SC
416
Scotia Capital
Ontario, Canada
$830K -$3.08K -32 -0.4%
KFGK
417
Keystone Financial Group (Kentucky)
Kentucky
$822K +$64.9K +674 +8%
KWM
418
Kaydan Wealth Management
Michigan
$817K
Qube Research & Technologies (QRT)
419
Qube Research & Technologies (QRT)
United Kingdom
$808K -$2.67M -27,714 -76%
LPT
420
Legacy Private Trust
Wisconsin
$801K +$66.5K +690 +9%
LFG
421
Larson Financial Group
Missouri
$799K -$944K -9,802 -53%
TC
422
Trilogy Capital
California
$791K +$10K +104 +1%
RFA
423
Resurgent Financial Advisors
Georgia
$790K -$84.2K -874 -9%
KWM
424
Kingsview Wealth Management
Oregon
$788K +$114K +1,183 +16%
SFG
425
Sovereign Financial Group
Connecticut
$780K +$23.8K +247 +3%