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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
26
Bard Financial Services
Connecticut
$13.8M +$13.1M +222,233 New
Truist Financial
27
Truist Financial
North Carolina
$13.5M -$5.1M -86,607 -29%
AFG
28
Affinia Financial Group
Massachusetts
$12.4M +$192K +3,260 +2%
CAN
29
Cetera Advisor Networks
California
$12.2M +$496K +8,425 +4%
MML Investors Services
30
MML Investors Services
Massachusetts
$12.1M -$55.7K -945 -0.5%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$11.9M +$205K +3,474 +2%
DC
32
Davenport & Co
Virginia
$11.2M -$166K -2,816 -2%
CCM
33
Covington Capital Management
California
$10.6M +$348K +5,906 +4%
UFA
34
US Financial Advisors
Massachusetts
$10.6M +$10.1M +170,696 New
CFA
35
Cahill Financial Advisors
Minnesota
$10.5M +$484K +8,213 +5%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$10.3M -$43.1K -731 -0.4%
AOG
37
Alpha Omega Group
Virginia
$10.1M +$9.58M +162,718 New
MAFM
38
Mid Atlantic Financial Management
Pennsylvania
$9.59M +$4M +67,879 +78%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$8.74M +$22.3K +378 +0.3%
ZIG
40
Zurich Insurance Group
Switzerland
$8.5M +$845K +14,338 +12%
VWA
41
Visionary Wealth Advisors
Illinois
$8.25M +$352K +5,980 +5%
BCM
42
Brookstone Capital Management
Illinois
$8.24M +$4.39M +74,443 +127%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$8.04M -$2.81M -47,743 -27%
SWA
44
SFMG Wealth Advisors
Texas
$7.98M -$93K -1,578 -1%
SI
45
Stephens Inc
Arkansas
$7.91M +$466K +7,918 +7%
DAS
46
Dynamic Advisor Solutions
Arizona
$7.82M +$4.11M +69,700 +124%
AA
47
Apriem Advisors
California
$7.77M -$1.19M -20,250 -14%
JP Morgan Chase
48
JP Morgan Chase
New York
$7.55M +$462K +7,851 +7%
IF
49
IRON Financial
Illinois
$7.3M +$76K +1,291 +1%
AWE
50
Avidian Wealth Enterprises
Texas
$7.01M +$397K +6,740 +6%