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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
426
Resurgent Financial Advisors
Georgia
$698K -$53.7K -584 -7%
PMG
427
ProVise Management Group
Florida
$684K -$118K -1,284 -14%
1IA
428
1620 Investment Advisors
Massachusetts
$684K +$62.9K +683 +10%
WCM
429
WealthBridge Capital Management
Ohio
$678K +$35.4K +385 +5%
FWA
430
FSC Wealth Advisors
New York
$678K -$23.5K -255 -3%
VDBMI
431
Van Den Berg Management I
Texas
$677K -$21K -228 -3%
VR
432
Valued Retirements
Texas
$674K – – –
BI
433
Beckerman Institutional
New Jersey
$673K -$70K -761 -9%
LPT
434
Legacy Private Trust
Wisconsin
$655K -$110K -1,194 -14%
PAS
435
Park Avenue Securities
New York
$624K +$83.4K +906 +15%
MIH
436
Meitav Investment House
Israel
$614K -$348K -3,782 -35%
AWA
437
Arete Wealth Advisors
Illinois
$612K -$727K -7,905 -53%
ACA
438
Atlas Capital Advisors
Wyoming
$611K -$95.2K -1,035 -13%
AFP
439
Ausdal Financial Partners
Iowa
$598K +$54.8K +595 +10%
WPWM
440
Western Pacific Wealth Management
Illinois
$596K – – –
LA
441
Lifeworks Advisors
Michigan
$584K -$1.62M -17,584 -73%
FHA
442
First Horizon Advisors
Tennessee
$578K +$32.2K +350 +6%
MC
443
Moors & Cabot
Massachusetts
$576K +$23K +250 +4%
PGAM
444
Princeton Global Asset Management
New Jersey
$569K -$6.9K -75 -1%
PFBT
445
Parkside Financial Bank & Trust
Missouri
$561K – – –
BCM
446
Beck Capital Management
Texas
$549K +$8.56K +93 +2%
FSWA
447
Financial Synergies Wealth Advisors
Texas
$543K -$6.63K -72 -1%
LA
448
LexAurum Advisors
Kansas
$542K +$566K +6,156 New
SL
449
SWMG LLC
Texas
$538K +$121K +1,318 +26%
BAM
450
Belpointe Asset Management
Nevada
$538K -$259K -2,812 -32%
16 17
18
19 20