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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
401
Strategic Investment Solutions
Illinois
$881K -$170K -1,842 -16%
PHS
402
Pekin Hardy Strauss
Illinois
$867K +$336K +3,655 +59%
RFP
403
Root Financial Partners
California
$861K -$22.5K -244 -2%
SIC
404
Samalin Investment Counsel
New York
$852K -$106K -1,151 -11%
WLPWM
405
Walled Lake Planning & Wealth Management
Illinois
$848K +$18.5K +201 +2%
SA
406
Sovran Advisors
California
$844K -$89.8K -976 -9%
SC
407
Soundwatch Capital
Connecticut
$842K -$285K -3,098 -24%
MWM
408
Mission Wealth Management
California
$840K -$93.2K -1,013 -10%
LFG
409
Larson Financial Group
Missouri
$825K +$69.7K +757 +9%
SBWIC
410
Schaper Benz & Wise Investment Counsel
Wisconsin
$808K +$16.3K +177 +2%
SFG
411
Sovereign Financial Group
Connecticut
$803K +$66.5K +723 +9%
AIM
412
Anchor Investment Management
South Carolina
$783K -$35.9K -390 -4%
KWM
413
Kaydan Wealth Management
Michigan
$775K – – –
SMAM
414
Sugar Maple Asset Management
Wisconsin
$755K -$4.6M -50,038 -85%
CWG
415
Cornerstone Wealth Group
North Carolina
$741K -$4.33M -47,079 -85%
OP
416
ORG Partners
Indiana
$734K +$771K +8,375 New
HWM
417
HB Wealth Management
Georgia
$734K +$767K +8,340 New
MW
418
Members Wealth
Pennsylvania
$732K -$218K -2,367 -22%
TC
419
TownSquare Capital
Utah
$728K +$396K +4,304 +108%
FCT
420
First Community Trust
Iowa
$725K – – –
TC
421
Trilogy Capital
California
$725K -$27.3K -297 -3%
AGP
422
Autumn Glory Partners
Texas
$715K – – –
SWA
423
Sax Wealth Advisors
New Jersey
$708K – – –
TC
424
TFR Capital
Texas
$705K -$1.94M -21,119 -73%
RFA
425
Resurgent Financial Advisors
Georgia
$698K -$53.7K -584 -7%
15 16
17
18 19