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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
426
Balboa Wealth Partners
Arizona
$433K +$396K +5,105 New
QEI
427
QSV Equity Investors
Illinois
$433K +$396K +5,103 New
MSFS
428
Main Street Financial Solutions
Pennsylvania
$429K +$393K +5,056 New
BFG
429
Berger Financial Group
Minnesota
$429K +$392K +5,052 New
PCMM
430
Piedmont Capital Management (Montana)
Montana
$427K -$2.71M -34,922 -87%
SL
431
SWMG LLC
Texas
$425K +$31.3K +403 +9%
CCM
432
Crabel Capital Management
California
$423K +$387K +4,984 New
WFM
433
Wolff Financial Management
Michigan
$418K +$72.4K +932 +23%
WF
434
Welch & Forbes
Massachusetts
$406K – – –
MWM
435
Merriman Wealth Management
Washington
$403K – – –
TPWA
436
TRUE Private Wealth Advisors
Oregon
$399K +$365K +4,698 New
STCOSD
437
Sageworth Trust Company of South Dakota
South Dakota
$397K – – –
SWM
438
Spire Wealth Management
Virginia
$396K +$75.2K +968 +26%
TPCW
439
TD Private Client Wealth
New York
$393K +$207K +2,672 +136%
PIA
440
Perennial Investment Advisors
California
$393K +$4.35K +56 +1%
FPAS
441
Focus Partners Advisor Solutions
Missouri
$385K +$6.6K +85 +2%
SC
442
Savant Capital
Illinois
$383K +$350K +4,513 New
SFS
443
Stiles Financial Services
Minnesota
$381K -$37.4K -482 -10%
OSNBOA
444
Old Second National Bank of Aurora
Illinois
$378K -$149K -1,922 -30%
FCM
445
Family Capital Management
Michigan
$378K – – –
ETIA
446
Epic Trust Investment Advisors
Washington
$374K +$5.05K +65 +1%
CFS
447
Commonwealth Financial Services
West Virginia
$372K -$62.3K -802 -15%
BCM
448
Bayesian Capital Management
New York
$359K +$329K +4,231 New
TFP
449
Traction Financial Partners
Wyoming
$352K +$322K +4,146 New
SWA
450
Sax Wealth Advisors
New Jersey
$349K +$56.3K +725 +21%
16 17
18
19 20