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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSP
426
Cary Street Partners
Virginia
$618K -$93.7K -927 -13%
DA
427
Dash Acquisitions
California
$602K
RFA
428
Resurgent Financial Advisors
Georgia
$596K -$30.4K -301 -5%
IA
429
Integrity Alliance
Iowa
$592K -$100K -991 -15%
WAG
430
Wilkerson Advisory Group
Missouri
$589K -$101 -1 -0%
BWM
431
Blossom Wealth Management
California
$589K +$17.3K +171 +3%
Deutsche Bank
432
Deutsche Bank
Germany
$579K +$121K +1,200 +27%
GMA
433
Glassy Mountain Advisors
Maryland
$573K +$5.16K +51 +0.9%
GAM
434
Gotham Asset Management
New York
$573K
WPWM
435
Western Pacific Wealth Management
Illinois
$572K -$152K -1,500 -21%
VCM
436
Vision Capital Management
Oregon
$567K
US Bancorp
437
US Bancorp
Minnesota
$561K -$130K -1,289 -19%
DCM
438
Dorato Capital Management
Colorado
$558K -$11.6K -115 -2%
CAM
439
Cresset Asset Management
Illinois
$555K
CIBC World Market
440
CIBC World Market
Ontario, Canada
$549K -$8.59K -85 -2%
AFP
441
Ausdal Financial Partners
Iowa
$548K +$160K +1,580 +43%
BCM
442
Beck Capital Management
Texas
$543K +$708 +7 +0.1%
SEP
443
Southland Equity Partners
Missouri
$543K +$13.6K +135 +3%
LPT
444
Legacy Private Trust
Wisconsin
$542K
HNB
445
Huntington National Bank
Ohio
$541K
TC
446
TFR Capital
Texas
$540K -$9.1K -90 -2%
AFP
447
ATX Financial Planning
Texas
$534K -$183K -1,813 -26%
STA
448
Smith Thornton Advisors
Alabama
$529K
MWA
449
Merkkuri Wealth Advisors
New York
$528K -$55.5K -549 -10%
OBWA
450
Oak Barrel Wealth Advisory
Virginia
$524K +$510K +5,043 New