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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
426
Kingsview Wealth Management
Oregon
$584K -$90K -1,049 -14%
JCM
427
Jacobi Capital Management
Pennsylvania
$576K +$29.7K +346 +6%
MIH
428
Meitav Investment House
Israel
$572K -$348K -4,055 -39%
LC
429
Landaas & Company
Wisconsin
$571K -$55.3K -645 -9%
TPCW
430
TD Private Client Wealth
New York
$567K +$144K +1,673 +36%
PW
431
Peninsula Wealth
California
$566K +$39K +455 +8%
BCM
432
Beck Capital Management
Texas
$552K -$11K -128 -2%
HF
433
HRT Financial
New York
$548K +$523K +6,097 New
FHA
434
First Horizon Advisors
Tennessee
$546K +$68.6K +800 +15%
SEP
435
Southland Equity Partners
Missouri
$535K – – –
MC
436
Moors & Cabot
Massachusetts
$531K -$55.8K -650 -10%
IF
437
Intrua Financial
Texas
$516K +$1.8K +21 +0.4%
VCM
438
Vision Capital Management
Oregon
$506K – – –
KFGK
439
Keystone Financial Group (Kentucky)
Kentucky
$498K +$475K +5,540 New
LAS
440
Lloyd Advisory Services
Georgia
$485K +$463K +5,400 New
SWM
441
SeaCrest Wealth Management
New York
$481K +$149K +1,736 +48%
NS
442
NBC Securities
Alabama
$479K – – –
NIWA
443
New Insight Wealth Advisors
California
$476K – – –
IAS
444
Insigneo Advisory Services
Florida
$468K +$944 +11 +0.2%
BJL
445
Brighton Jones LLC
Washington
$468K -$24.5K -286 -5%
WPWM
446
Western Pacific Wealth Management
Illinois
$463K -$272K -3,165 -38%
ADL
447
Asset Dedication LLC
California
$463K – – –
QEI
448
QSV Equity Investors
Illinois
$459K – – –
PIA
449
Perennial Investment Advisors
California
$456K +$37.9K +442 +10%
CCM
450
Ciovacco Capital Management
Georgia
$446K -$32.7K -381 -7%
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