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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
426
Sax Wealth Advisors
New Jersey
$633K -$160K -1,545 -20%
AGP
427
Autumn Glory Partners
Texas
$632K
SWP
428
Strategic Wealth Partners
Ohio
$625K -$2.8K -27 -0.4%
PMG
429
ProVise Management Group
Florida
$617K
FSWA
430
Financial Synergies Wealth Advisors
Texas
$604K
MWM
431
Maridea Wealth Management
New York
$602K -$175K -1,687 -21%
MC
432
Moors & Cabot
Massachusetts
$601K -$30.6K -295 -5%
HIW
433
Holos Integrated Wealth
Pennsylvania
$598K +$642K +6,196 New
RFA
434
Resurgent Financial Advisors
Georgia
$583K
SWP
435
Sagespring Wealth Partners
Tennessee
$582K +$251K +2,423 +67%
Northern Trust
436
Northern Trust
Illinois
$580K -$1.41M -13,638 -69%
KeyBank National Association
437
KeyBank National Association
Ohio
$576K -$2.59K -25 -0.4%
WIA
438
Westview Investment Advisors
Vermont
$552K -$1.77M -17,123 -75%
Bank of Montreal
439
Bank of Montreal
Ontario, Canada
$550K +$6.74K +65 +1%
WAG
440
Wilkerson Advisory Group
Missouri
$548K
DA
441
Dash Acquisitions
California
$546K
MWA
442
Merkkuri Wealth Advisors
New York
$544K
GAM
443
Gotham Asset Management
New York
$533K
BlackRock
444
BlackRock
New York
$531K +$289K +2,789 +103%
BWM
445
Blossom Wealth Management
California
$531K +$28.5K +275 +5%
DCM
446
Dorato Capital Management
Colorado
$529K -$10.2K -98 -2%
GMA
447
Glassy Mountain Advisors
Maryland
$528K +$14.4K +139 +3%
VCM
448
Vision Capital Management
Oregon
$527K
QCIG
449
Quad-Cities Investment Group
Iowa
$525K -$69.1K -667 -11%
CIBC World Market
450
CIBC World Market
Ontario, Canada
$519K +$12.8K +123 +2%