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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VR
401
Valued Retirements
Texas
$719K
SIC
402
Samalin Investment Counsel
New York
$703K -$191K -2,179 -23%
LPT
403
Legacy Private Trust
Wisconsin
$694K -$4.3K -49 -0.7%
US Bancorp
404
US Bancorp
Minnesota
$694K -$261K -2,972 -29%
BI
405
Beckerman Institutional
New Jersey
$688K -$26.8K -305 -4%
PTC
406
Private Trust Company
Ohio
$675K +$269K +3,071 +74%
VDBMI
407
Van Den Berg Management I
Texas
$656K -$61.5K -701 -9%
GMA
408
Glassy Mountain Advisors
Maryland
$652K +$78.6K +896 +15%
PMG
409
ProVise Management Group
Florida
$636K -$87.7K -1,000 -13%
RFA
410
Resurgent Financial Advisors
Georgia
$634K -$103K -1,176 -15%
RA
411
RFG Advisory
Alabama
$632K -$802K -9,145 -58%
MYIA
412
Mount Yale Investment Advisors
Colorado
$627K +$587K +6,690 New
FHA
413
First Horizon Advisors
Tennessee
$623K +$6.58K +75 +1%
TC
414
TFR Capital
Texas
$621K -$122K -1,387 -17%
IWC
415
Integrated Wealth Concepts
Massachusetts
$609K +$156K +1,781 +38%
MC
416
Moors & Cabot
Massachusetts
$608K -$5.26K -60 -0.9%
MFG
417
Merit Financial Group
Georgia
$599K +$329K +3,755 +143%
AFP
418
Ausdal Financial Partners
Iowa
$598K -$36.8K -420 -6%
PFBT
419
Parkside Financial Bank & Trust
Missouri
$598K
EPW
420
Endeavor Private Wealth
Kansas
$596K +$188K +2,145 +51%
FSWA
421
Financial Synergies Wealth Advisors
Texas
$579K
TC
422
Trilogy Capital
California
$571K -$188K -2,143 -26%
OCBCO
423
Oversea-Chinese Banking Corp (OCBC)
Singapore
$568K -$824K -9,389 -61%
AC
424
Anson Capital
Georgia
$567K +$39.2K +447 +8%
BCM
425
Beck Capital Management
Texas
$567K -$17.3K -197 -3%