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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
426
Sandy Spring Bank
Maryland
$28.7K – – –
CTWM
427
Cherry Tree Wealth Management
Minnesota
$26.6K +$25.1K +334 New
PMFA
428
Plante Moran Financial Advisors
Michigan
$25.7K +$24.2K +322 New
PK
429
Pflug Koory
Nebraska
$24.7K – – –
OP
430
ORG Partners
Indiana
$23.6K +$22.3K +296 New
PCA
431
Providence Capital Advisors
North Carolina
$22K -$28.1K -373 -57%
DI
432
Disciplined Investments
Oklahoma
$21.6K – – –
BCM
433
Basso Capital Management
Connecticut
$21.5K +$20.3K +270 New
CFGS
434
Concourse Financial Group Securities
Alabama
$21.5K – – –
CIA
435
Cape Investment Advisory
Georgia
$19.4K +$1.66K +22 +10%
TFGT
436
TS Financial Group (TSFG)
Illinois
$18K – – –
PFPT
437
Pinnacle Financial Partners (Tennessee)
Tennessee
$16.4K – – –
HCM
438
Hollencrest Capital Management
California
$16K – – –
FP
439
Financial Perspectives
Minnesota
$12K +$3.01K +40 +36%
AF
440
Advisornet Financial
Minnesota
$7.18K +$6.77K +90 New
TC
441
Trust Company
Kansas
$7.02K – – –
CG
442
Cutler Group
California
$7K +$7.53K +100 New
EWP
443
Elevation Wealth Partners
California
$6.78K – – –
VWM
444
Venturi Wealth Management
Texas
$6.7K – – –
AIC
445
Archer Investment Corporation
Indiana
$6.62K – – –
CTA
446
Colonial Trust Advisors
South Carolina
$6.38K – – –
C
447
Covestor
United Kingdom
$5K -$1.13K -15 -19%
BWM
448
Baystate Wealth Management
Massachusetts
$4.14K -$2.71K -36 -41%
RWPA
449
Richard W. Paul & Associates
Michigan
$3.99K – – –
CHA
450
Carmichael Hill & Associates
Maryland
$3.43K – – –
15 16 17
18
19