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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
26
Cahill Financial Advisors
Minnesota
$27.1M +$4.05M +62,380 +18%
BCM
27
Brookstone Capital Management
Illinois
$26.1M -$111K -1,709 -0.4%
LS
28
Leelyn Smith
Illinois
$24.4M +$2.87M +44,208 +13%
BFS
29
Bard Financial Services
Connecticut
$23.8M -$176K -2,707 -0.7%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$23.8M +$5.32M +82,000 +29%
FMN
31
Financial Management Network
California
$23.8M +$1.08M +16,690 +5%
RCG
32
Regatta Capital Group
California
$23.8M +$5.63M +86,810 +31%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$23.7M +$3.37M +52,032 +17%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$22.8M -$5.29M -81,633 -19%
Thrivent Financial for Lutherans
35
Thrivent Financial for Lutherans
Minnesota
$22.5M -$17.9M -275,887 -44%
AWM
36
Activest Wealth Management
Florida
$21.9M -$1.34M -20,635 -6%
Stifel Financial
37
Stifel Financial
Missouri
$21.5M -$355K -5,475 -2%
QA
38
Quantitative Advantage
Minnesota
$21.1M -$452K -6,963 -2%
PS
39
Planned Solutions
California
$19.8M +$46.6K +719 +0.2%
HighTower Advisors
40
HighTower Advisors
Illinois
$19.3M +$2.98M +45,919 +18%
Cerity Partners
41
Cerity Partners
New York
$19.2M +$13.7M +210,886 +248%
WP
42
WealthPLAN Partners
Nebraska
$18.9M +$16.6M +255,799 New
BAM
43
Beaumont Asset Management
Texas
$18.8M -$1.07M -16,467 -5%
WIM
44
WealthPlan Investment Management
Nebraska
$18.8M -$270K -4,160 -2%
TWM
45
Tanager Wealth Management
United Kingdom
$18.3M +$16.8M +259,245 +1,133%
WMWM
46
Whitaker-Myers Wealth Managers
Ohio
$18.3M +$18.3M +282,007 New
CI
47
Ceera Investments
Texas
$18.3M +$761K +11,734 +4%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$17.5M +$70.8K +1,092 +0.4%
GCM
49
G2 Capital Management
Ohio
$17.5M -$748K -11,527 -4%
PAWA
50
Palo Alto Wealth Advisors
California
$16.9M +$16.8M +259,723 New