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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VR
401
Valued Retirements
Texas
$728K – – –
LFG
402
Larson Financial Group
Missouri
$714K -$9.85K -95 -1%
NCM
403
Novare Capital Management
North Carolina
$709K -$10.3M -99,229 -93%
OLA
404
Oliver Luxxe Assets
New Jersey
$709K -$52.1K -503 -6%
BFF
405
Byrne Financial Freedom
Massachusetts
$701K -$112K -1,083 -13%
AWA
406
Arkadios Wealth Advisors
Georgia
$697K +$186K +1,790 +33%
FPAS
407
Focus Partners Advisor Solutions
Missouri
$696K -$24.3K -234 -3%
PA
408
PFG Advisors
Arizona
$691K +$233K +2,251 +46%
UAG
409
United Advisor Group
Ohio
$687K -$34.2K -330 -4%
MYIA
410
Mount Yale Investment Advisors
Colorado
$687K +$737K +7,107 New
VAS
411
Vestmark Advisory Solutions
Massachusetts
$687K +$737K +7,107 New
BI
412
Beckerman Institutional
New Jersey
$679K – – –
WPWM
413
Western Pacific Wealth Management
Illinois
$678K +$2.38K +23 +0.3%
OWA
414
OakTrust Wealth Advisors
Connecticut
$673K +$77.6K +749 +12%
AFP
415
ATX Financial Planning
Texas
$672K -$64.8K -625 -8%
WPW
416
Waldron Private Wealth
Pennsylvania
$668K -$33.7K -325 -4%
BW
417
BIP Wealth
Georgia
$667K +$487K +4,694 +212%
PFPG
418
Pinnacle Financial Partners (Georgia)
Georgia
$666K +$30.1K +290 +4%
CSP
419
Cary Street Partners
Virginia
$664K -$457K -4,406 -39%
MFG
420
Merit Financial Group
Georgia
$652K +$44.6K +430 +7%
CFS
421
Commonwealth Financial Services
West Virginia
$652K – – –
US Bancorp
422
US Bancorp
Minnesota
$647K -$38.2K -369 -5%
IA
423
Integrity Alliance
Iowa
$646K +$38.8K +374 +6%
VDBMI
424
Van Den Berg Management I
Texas
$641K -$28.7K -277 -4%
IP
425
Indivisible Partners
Florida
$638K – – –