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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
451
Sax Wealth Advisors
New Jersey
$349K +$56.3K +725 +21%
IIA
452
IPG Investment Advisors
California
$346K -$46.6K -600 -13%
UCB
453
United Community Bank
South Carolina
$345K +$316K +4,070 New
CIBC World Market
454
CIBC World Market
Ontario, Canada
$343K – – –
RFN
455
Redwood Financial Network
Ohio
$343K +$932 +12 +0.3%
WCG
456
Weaver Consulting Group
California
$341K – – –
SCA
457
Snowden Capital Advisors
New York
$336K +$307K +3,955 New
BMCM
458
Burns Matteson Capital Management
New York
$336K +$307K +3,954 New
GF
459
Gries Financial
Ohio
$331K +$303K +3,903 New
BWM
460
Blossom Wealth Management
California
$329K +$301K +3,877 New
PHS
461
Pekin Hardy Strauss
Illinois
$322K +$7.77K +100 +3%
JIP
462
Jaffetilchin Investment Partners
Florida
$321K -$20.7K -266 -7%
WA
463
Waddell & Associates
Tennessee
$315K -$6.76K -87 -2%
FTDI
464
First Trust Direct Indexing
Massachusetts
$314K +$287K +3,694 New
FZCM
465
Flynn Zito Capital Management
New York
$311K +$284K +3,661 New
FIA
466
Foundations Investment Advisors
Arizona
$307K -$183K -2,351 -39%
VCM
467
Vivaldi Capital Management
Illinois
$302K -$1.94K -25 -0.7%
HNWA
468
Henrickson Nauta Wealth Advisors
Michigan
$302K – – –
SWM
469
SeaCrest Wealth Management
New York
$300K +$281K +3,614 New
MA
470
MONECO Advisors
Connecticut
$297K +$11.3K +146 +4%
TCM
471
TD Capital Management
Tennessee
$294K +$1.79K +23 +0.7%
HIP
472
HUB Investment Partners
Texas
$291K -$38.1K -491 -13%
TW
473
TritonPoint Wealth
Maryland
$287K +$262K +3,378 New
C
474
CEDRUS
Colorado
$285K +$7.84K +101 +3%
EWA
475
Evolution Wealth Advisors
Florida
$283K – – –