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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
451
ATX Financial Planning
Texas
$534K -$183K -1,813 -26%
STA
452
Smith Thornton Advisors
Alabama
$529K – – –
MWA
453
Merkkuri Wealth Advisors
New York
$528K -$55.5K -549 -10%
OBWA
454
Oak Barrel Wealth Advisory
Virginia
$524K +$510K +5,043 New
FPAS
455
Focus Partners Advisor Solutions
Missouri
$523K -$219K -2,166 -30%
IF
456
Intrua Financial
Texas
$516K +$66.1K +654 +15%
AWM
457
Able Wealth Management
New Jersey
$514K -$713K -7,055 -59%
SC
458
Savant Capital
Illinois
$513K +$276K +2,727 +115%
AWM
459
AE Wealth Management
Kansas
$511K -$19.1K -189 -4%
HIW
460
Holos Integrated Wealth
Pennsylvania
$509K -$141K -1,394 -22%
MWM
461
Maridea Wealth Management
New York
$509K -$135K -1,334 -21%
SFWC
462
Strategic Family Wealth Counselors
New Jersey
$507K +$7.68K +76 +2%
BJL
463
Brighton Jones LLC
Washington
$502K -$21.3K -211 -4%
Neuberger Berman Group
464
Neuberger Berman Group
New York
$502K – – –
IWM
465
IMG Wealth Management
Florida
$501K -$6.87K -68 -1%
Nuveen
466
Nuveen
North Carolina
$490K +$477K +4,714 New
MSWA
467
Marshall & Sterling Wealth Advisors
New York
$488K -$6.52M -64,451 -93%
MW
468
Members Wealth
Pennsylvania
$486K +$473K +4,678 New
FCM
469
Fortis Capital Management
Washington
$485K – – –
PGAM
470
Princeton Global Asset Management
New Jersey
$477K – – –
AC
471
Anson Capital
Georgia
$475K -$38.5K -381 -8%
QCIG
472
Quad-Cities Investment Group
Iowa
$469K -$93K -920 -17%
FZCM
473
Flynn Zito Capital Management
New York
$465K -$6.07K -60 -1%
WF
474
Whelan Financial
California
$465K – – –
WF
475
Welch & Forbes
Massachusetts
$464K – – –