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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RCG
26
Regatta Capital Group
California
$49.7M -$453K -4,484 -0.9%
CFA
27
Cahill Financial Advisors
Minnesota
$49.5M -$305K -3,017 -0.6%
AA
28
Apriem Advisors
California
$49.2M -$6.96M -68,797 -13%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$48.4M -$8.8M -87,036 -16%
WMWM
30
Whitaker-Myers Wealth Managers
Ohio
$44.8M +$2.55M +25,230 +6%
AA
31
Ancora Advisors
Ohio
$43.1M +$2.35M +23,271 +6%
GCM
32
G2 Capital Management
Ohio
$43M +$913K +9,036 +2%
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$42.6M -$4.24M -41,984 -9%
SAM
34
Summit Asset Management
Tennessee
$40.7M +$429K +4,247 +1%
SI
35
Stephens Inc
Arkansas
$37.5M -$243K -2,401 -0.7%
Cerity Partners
36
Cerity Partners
New York
$35.9M -$568K -5,622 -2%
JFA
37
JNBA Financial Advisors
Minnesota
$35.2M -$1.93M -19,134 -5%
AssetMark Inc
38
AssetMark Inc
California
$34M +$4.24M +41,912 +15%
Mercer Global Advisors
39
Mercer Global Advisors
Colorado
$32.2M -$1.32M -13,038 -4%
OIA
40
OneDigital Investment Advisors
Kansas
$31.8M -$1.32M -13,040 -4%
IWC
41
Integrated Wealth Concepts
Massachusetts
$30.4M +$4.65M +45,947 +19%
PS
42
Planned Solutions
California
$30M -$275K -2,718 -0.9%
Goldman Sachs
43
Goldman Sachs
New York
$30M +$12M +118,225 +69%
LFAS
44
Level Four Advisory Services
Texas
$29.5M +$413K +4,090 +1%
NA
45
NewEdge Advisors
Louisiana
$29.1M +$800K +7,915 +3%
BFA
46
Buttonwood Financial Advisors
Maryland
$28.2M -$318K -3,144 -1%
Stifel Financial
47
Stifel Financial
Missouri
$27.6M -$5.79M -57,251 -18%
BCM
48
Brookstone Capital Management
Illinois
$27.1M -$938K -9,281 -3%
GWM
49
Geneos Wealth Management
Colorado
$26.8M +$477K +4,717 +2%
EFG
50
Ethos Financial Group
Pennsylvania
$26.6M +$4.34M +42,918 +21%