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VanEck Morningstar Wide Moat ETF
MOAT

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