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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
401
Kovack Advisors
Florida
$774K +$221K +2,167 +41%
KWM
402
Kingsview Wealth Management
Oregon
$772K +$229K +2,239 +43%
UAG
403
United Advisor Group
Ohio
$770K +$306 +3 +0%
FPAS
404
Focus Partners Advisor Solutions
Missouri
$770K -$420K -4,117 -36%
LC
405
Lavelle Capital
California
$755K +$745K +7,295 New
WPW
406
Waldron Private Wealth
Pennsylvania
$749K +$738K +7,230 New
RIA
407
Regal Investment Advisors
Michigan
$748K -$30.2K -296 -4%
US Bancorp
408
US Bancorp
Minnesota
$731K +$11.5K +113 +2%
BI
409
Beckerman Institutional
New Jersey
$727K
WPWM
410
Western Pacific Wealth Management
Illinois
$723K +$11.8K +116 +2%
VDBMI
411
Van Den Berg Management I
Texas
$715K +$7.15K +70 +1%
CFS
412
Commonwealth Financial Services
West Virginia
$698K -$35K -343 -5%
EGM
413
Engineers Gate Manager
New York
$693K +$684K +6,696 New
IP
414
Indivisible Partners
Florida
$684K +$674K +6,602 New
PFPG
415
Pinnacle Financial Partners (Georgia)
Georgia
$684K +$674K +6,601 New
AGP
416
Autumn Glory Partners
Texas
$677K -$11.3K -111 -2%
MC
417
Moors & Cabot
Massachusetts
$674K +$613 +6 +0.1%
SWP
418
Strategic Wealth Partners
Ohio
$672K -$1M -9,827 -60%
MGIA
419
Moneta Group Investment Advisors
Missouri
$661K +$52.9K +518 +9%
PMG
420
ProVise Management Group
Florida
$661K -$20.4K -200 -3%
PG
421
Patten Group
Tennessee
$660K -$145K -1,416 -18%
IA
422
Integrity Alliance
Iowa
$653K +$55.1K +540 +9%
MFG
423
Merit Financial Group
Georgia
$653K +$84.3K +825 +15%
TC
424
TFR Capital
Texas
$653K -$26.2K -257 -4%
FSWA
425
Financial Synergies Wealth Advisors
Texas
$647K +$7.76K +76 +1%