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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
451
Western Pacific Wealth Management
Illinois
$446K
QEI
452
QSV Equity Investors
Illinois
$442K
IWC
453
Integrated Wealth Concepts
Massachusetts
$441K +$22.2K +256 +5%
1IA
454
1620 Investment Advisors
Massachusetts
$435K +$86.7K +998 +25%
SIS
455
Strategic Investment Solutions
Illinois
$434K +$544K +6,266 New
PHS
456
Pekin Hardy Strauss
Illinois
$430K +$71.3K +820 +20%
PIA
457
Perennial Investment Advisors
California
$420K -$19K -219 -4%
CG
458
CFO4Life Group
Texas
$420K
SL
459
SWMG LLC
Texas
$417K -$2.78K -32 -0.7%
MA
460
Marquette Associates
Illinois
$413K +$414K +4,770 New
MWM
461
Merriman Wealth Management
Washington
$411K
LCWP
462
Legacy Capital Wealth Partners
Arkansas
$409K +$411K +4,725 New
WFM
463
Wolff Financial Management
Michigan
$408K
STCOSD
464
Sageworth Trust Company of South Dakota
South Dakota
$405K
CFS
465
Commonwealth Financial Services
West Virginia
$400K +$22.6K +260 +6%
WF
466
Welch & Forbes
Massachusetts
$400K -$10.9K -125 -3%
LSAG
467
Lake Street Advisors Group
New Hampshire
$396K +$89.8K +1,034 +29%
CCP
468
Clarity Capital Partners
California
$393K +$2.52K +29 +0.6%
CIBC World Market
469
CIBC World Market
Ontario, Canada
$393K +$43.4K +499 +12%
SWM
470
Spire Wealth Management
Virginia
$393K -$27.5K -316 -7%
BWM
471
Blossom Wealth Management
California
$389K +$30.4K +350 +8%
FPAS
472
Focus Partners Advisor Solutions
Missouri
$388K -$12.2K -140 -3%
FCM
473
Family Capital Management
Michigan
$386K
WA
474
Waverly Advisors
Alabama
$379K +$81.9K +943 +27%
IAS
475
Insigneo Advisory Services
Florida
$378K -$76.1K -876 -17%