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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$3.26M -$104K -2,283 -3%
CFA
27
Cahill Financial Advisors
Minnesota
$3.26M -$10K -220 -0.3%
PAG
28
Private Advisor Group
New Jersey
$2.74M +$1.6M +35,024 +149%
SI
29
Stephens Inc
Arkansas
$2.38M +$57K +1,250 +3%
DAS
30
Dynamic Advisor Solutions
Arizona
$2.21M +$1.01M +22,159 +88%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$2.21M +$1.71M +37,406 +379%
LFAS
32
Level Four Advisory Services
Texas
$2.08M +$62.7K +1,375 +3%
Northern Trust
33
Northern Trust
Illinois
$1.93M -$39.8K -872 -2%
DC
34
Davenport & Co
Virginia
$1.93M +$105K +2,291 +6%
GC
35
Gilbert & Cook
Iowa
$1.92M -$33K -723 -2%
SG Americas Securities
36
SG Americas Securities
New York
$1.71M +$1.67M +36,527 New
FA
37
FDx Advisors
Illinois
$1.59M -$50.6K -1,110 -3%
WS
38
Wedbush Securities
California
$1.53M +$2.56K +56 +0.2%
MCM
39
Mengis Capital Management
Oregon
$1.39M – – –
Citigroup
40
Citigroup
New York
$1.27M +$13.7K +300 +1%
MML Investors Services
41
MML Investors Services
Massachusetts
$1.25M +$676K +14,821 +124%
PMG
42
ProVise Management Group
Florida
$1.23M -$64.8K -1,420 -5%
GTAM
43
Global Trust Asset Management
Florida
$1.12M +$630K +13,800 +137%
IA
44
IFP Advisors
Florida
$1.1M +$170K +3,734 +19%
BCI
45
Brinker Capital Investments
Pennsylvania
$1.1M -$12.8M -279,570 -92%
AG
46
Advisor Group
Arizona
$873K +$334K +7,320 +64%
FAAS
47
First Allied Advisory Services
California
$860K -$25.6K -561 -3%
HCIA
48
Hochman Cole Investment Advisors
Illinois
$854K – – –
PP
49
Professional Planning
California
$854K +$34.7K +761 +4%
AI
50
Atria Investments
North Carolina
$765K +$437K +9,584 +141%