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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
451
Ciovacco Capital Management
Georgia
$446K -$32.7K -381 -7%
Bank of Montreal
452
Bank of Montreal
Ontario, Canada
$440K -$39.9K -465 -9%
SWM
453
Spire Wealth Management
Virginia
$436K +$11.4K +133 +3%
CG
454
CFO4Life Group
Texas
$436K +$197K +2,299 +90%
SL
455
SWMG LLC
Texas
$435K -$14K -163 -3%
IWC
456
Integrated Wealth Concepts
Massachusetts
$434K -$747K -8,707 -64%
SVWAG
457
Sound View Wealth Advisors Group
Georgia
$433K +$172K +2,003 +71%
WF
458
Welch & Forbes
Massachusetts
$430K – – –
AWM
459
AE Wealth Management
Kansas
$428K -$10.8M -125,933 -96%
MWM
460
Merriman Wealth Management
Washington
$427K – – –
WFM
461
Wolff Financial Management
Michigan
$424K -$18.4K -215 -4%
STCOSD
462
Sageworth Trust Company of South Dakota
South Dakota
$421K – – –
FPAS
463
Focus Partners Advisor Solutions
Missouri
$415K +$7.04K +82 +2%
AAS
464
Ameritas Advisory Services
Nebraska
$409K +$402K +4,681 New
CCP
465
Clarity Capital Partners
California
$406K -$770K -8,972 -67%
SFS
466
Stiles Financial Services
Minnesota
$404K – – –
OSNBOA
467
Old Second National Bank of Aurora
Illinois
$401K – – –
ETIA
468
Epic Trust Investment Advisors
Washington
$400K +$3.77K +44 +1%
FCM
469
Family Capital Management
Michigan
$400K – – –
DA
470
Dash Acquisitions
California
$397K +$405K +4,717 New
KA
471
Kovack Advisors
Florida
$380K +$95.7K +1,115 +36%
PHS
472
Pekin Hardy Strauss
Illinois
$373K +$30.5K +355 +9%
BWM
473
Blossom Wealth Management
California
$372K +$22.5K +262 +7%
CFS
474
Commonwealth Financial Services
West Virginia
$372K – – –
PCMM
475
Piedmont Capital Management (Montana)
Montana
$372K -$70.1K -817 -16%