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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KA
451
Kovack Advisors
Florida
$456K +$89.9K +1,035 +24%
ADL
452
Asset Dedication LLC
California
$450K +$3.13K +36 +0.7%
Bank of Montreal
453
Bank of Montreal
Ontario, Canada
$447K +$3.74K +43 +0.9%
WPWM
454
Western Pacific Wealth Management
Illinois
$446K – – –
QEI
455
QSV Equity Investors
Illinois
$442K – – –
IWC
456
Integrated Wealth Concepts
Massachusetts
$441K +$22.2K +256 +5%
1IA
457
1620 Investment Advisors
Massachusetts
$435K +$86.7K +998 +25%
SIS
458
Strategic Investment Solutions
Illinois
$434K +$544K +6,266 New
PHS
459
Pekin Hardy Strauss
Illinois
$430K +$71.3K +820 +20%
PIA
460
Perennial Investment Advisors
California
$420K -$19K -219 -4%
CG
461
CFO4Life Group
Texas
$420K – – –
SL
462
SWMG LLC
Texas
$417K -$2.78K -32 -0.7%
MA
463
Marquette Associates
Illinois
$413K +$414K +4,770 New
MWM
464
Merriman Wealth Management
Washington
$411K – – –
LCWP
465
Legacy Capital Wealth Partners
Arkansas
$409K +$411K +4,725 New
WFM
466
Wolff Financial Management
Michigan
$408K – – –
STCOSD
467
Sageworth Trust Company of South Dakota
South Dakota
$405K – – –
CFS
468
Commonwealth Financial Services
West Virginia
$400K +$22.6K +260 +6%
WF
469
Welch & Forbes
Massachusetts
$400K -$10.9K -125 -3%
LSAG
470
Lake Street Advisors Group
New Hampshire
$396K +$89.8K +1,034 +29%
CCP
471
Clarity Capital Partners
California
$393K +$2.52K +29 +0.6%
CIBC World Market
472
CIBC World Market
Ontario, Canada
$393K +$43.4K +499 +12%
SWM
473
Spire Wealth Management
Virginia
$393K -$27.5K -316 -7%
BWM
474
Blossom Wealth Management
California
$389K +$30.4K +350 +8%
FPAS
475
Focus Partners Advisor Solutions
Missouri
$388K -$12.2K -140 -3%