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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
426
Marcum Wealth
Ohio
$213K +$224K +2,807 New
MIM
427
Miller Investment Management
Pennsylvania
$213K +$223K +2,805 New
PAS
428
Park Avenue Securities
New York
$211K +$222K +2,784 New
PWG
429
Portside Wealth Group
Utah
$211K +$222K +2,785 New
SS
430
Sunbelt Securities
Texas
$209K +$167K +2,094 +313%
BWA
431
Burt Wealth Advisors
Maryland
$209K +$9.48K +119 +5%
SF
432
Synovus Financial
Georgia
$207K +$218K +2,733 New
SFG
433
StrategIQ Financial Group
Indiana
$206K +$956 +12 +0.4%
VA
434
Valmark Advisers
Ohio
$205K +$4.94K +62 +2%
BCA
435
Bay Colony Advisors
Massachusetts
$204K +$214K +2,685 New
TW
436
Transform Wealth
Colorado
$203K +$214K +2,682 New
TAM
437
Tealwood Asset Management
Minnesota
$203K – – –
PCIA
438
Prime Capital Investment Advisors
Kansas
$202K -$14.8K -186 -7%
ACA
439
Atlas Capital Advisors
Wyoming
$198K +$36.5K +458 +21%
FWP
440
FAS Wealth Partners
Kansas
$184K +$15.8K +198 +9%
PA
441
Parallel Advisors
California
$175K +$52.7K +662 +40%
IPW
442
Impact Partnership Wealth
Georgia
$173K +$85.8K +1,077 +90%
FHA
443
First Horizon Advisors
Tennessee
$171K +$63.7K +800 +55%
KFI
444
Key Financial Inc
Pennsylvania
$170K – – –
PGAM
445
Princeton Global Asset Management
New Jersey
$166K – – –
PFA
446
Pathway Financial Advisers
Indiana
$155K +$162K +2,040 New
BFPW
447
BOK Financial Private Wealth
Colorado
$152K +$159K +2,000 New
TPCW
448
TD Private Client Wealth
New York
$148K +$156K +1,958 New
WTG
449
West Tower Group
Virginia
$143K -$39.7K -499 -21%
LWA
450
Lowe Wealth Advisors
Maryland
$134K -$39.8K -500 -22%
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