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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FMN
26
Financial Management Network
California
$22.7M +$452K +6,139 +2%
WP
27
WealthPLAN Partners
Nebraska
$22.5M -$2.41M -32,664 -9%
WIM
28
WealthPlan Investment Management
Nebraska
$22.5M +$24M +326,330 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$22.4M -$3.34M -45,347 -13%
PS
30
Planned Solutions
California
$21.7M +$349K +4,739 +2%
GCM
31
G2 Capital Management
Ohio
$21.7M +$289K +3,925 +1%
CFA
32
Cahill Financial Advisors
Minnesota
$21.4M +$2.7M +36,699 +15%
AFG
33
Affinia Financial Group
Massachusetts
$21M +$390K +5,299 +2%
BAM
34
Beaumont Asset Management
Texas
$20.8M +$1.8M +24,429 +10%
SAF
35
Smith Anglin Financial
Texas
$20.3M -$7.42M -100,653 -27%
HighTower Advisors
36
HighTower Advisors
Illinois
$20M +$2.8M +37,989 +17%
RCG
37
Regatta Capital Group
California
$19.8M -$5.87M -79,641 -23%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$19M +$3.32M +45,000 +22%
CI
39
Ceera Investments
Texas
$17.7M -$331K -4,497 -2%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$17.5M +$907K +12,314 +6%
AIP
41
Almanack Investment Partners
Pennsylvania
$17.5M +$991K +13,448 +6%
PI
42
PFS Investments
Georgia
$17.2M +$17M +230,093 New
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$16.6M -$2.56M -34,759 -14%
FFA
44
First Foundation Advisors
California
$16.2M +$1.82M +24,694 +13%
LFAS
45
Level Four Advisory Services
Texas
$15.8M -$460K -6,240 -3%
PAG
46
Private Advisor Group
New Jersey
$15.8M +$1.5M +20,419 +11%
CCM
47
Covington Capital Management
California
$15.2M +$510K +6,920 +4%
Stifel Financial
48
Stifel Financial
Missouri
$14.7M +$2.58M +34,989 +22%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$13.4M +$84K +1,140 +0.6%
DC
50
Davenport & Co
Virginia
$13.2M -$698K -9,468 -5%