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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
426
OakTrust Wealth Advisors
Connecticut
$643K +$634K +6,210 New
PTC
427
Private Trust Company
Ohio
$632K +$42K +411 +7%
KDA
428
Kraft Davis & Associates
Missouri
$631K -$1.91M -18,693 -76%
QCIG
429
Quad-Cities Investment Group
Iowa
$631K -$7.25K -71 -1%
RFA
430
Resurgent Financial Advisors
Georgia
$625K -$3.17K -31 -0.5%
KeyBank National Association
431
KeyBank National Association
Ohio
$619K
GCP
432
Guardian Capital (Pennsylvania)
Pennsylvania
$618K +$609K +5,967 New
CAM
433
Cresset Asset Management
Illinois
$603K +$158K +1,552 +36%
HNWA
434
Henrickson Nauta Wealth Advisors
Michigan
$597K +$212K +2,078 +58%
3F
435
360 Financial
Minnesota
$597K -$8.27K -81 -1%
GWSG
436
GPS Wealth Strategies Group
Colorado
$591K -$2.31M -22,617 -80%
LPT
437
Legacy Private Trust
Wisconsin
$589K -$63.3K -620 -10%
DCM
438
Dorato Capital Management
Colorado
$587K +$558K +5,468 New
WAG
439
Wilkerson Advisory Group
Missouri
$586K +$578K +5,663 New
MWA
440
Merkkuri Wealth Advisors
New York
$583K -$281K -2,754 -33%
Bank of Montreal
441
Bank of Montreal
Ontario, Canada
$583K +$61.7K +604 +12%
IWM
442
IMG Wealth Management
Florida
$572K -$387K -3,786 -41%
GAM
443
Gotham Asset Management
New York
$571K
VCM
444
Vision Capital Management
Oregon
$565K
DA
445
Dash Acquisitions
California
$562K
AWA
446
Arkadios Wealth Advisors
Georgia
$561K +$99.6K +975 +22%
BCM
447
Beck Capital Management
Texas
$558K -$66.3K -649 -11%
AC
448
Anson Capital
Georgia
$554K -$5.92K -58 -1%
GMA
449
Glassy Mountain Advisors
Maryland
$551K -$191K -1,866 -26%
CIBC World Market
450
CIBC World Market
Ontario, Canada
$543K -$4.19K -41 -0.8%