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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$71.3M +$36.1M +394,658 +116%
MIS
27
Morningstar Investment Services
Illinois
$66.6M -$1.75M -19,168 -3%
ERFOTCOFW
28
Employees Retirement Fund of the City of Fort Worth
Texas
$64.2M
Bank of New York Mellon
29
Bank of New York Mellon
New York
$56.7M -$896K -9,800 -2%
SWA
30
SFMG Wealth Advisors
Texas
$56.6M +$524K +5,726 +1%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$55M -$12.7M -138,923 -20%
VCM
32
Verde Capital Management
Michigan
$54.9M -$2.23M -24,419 -4%
PAG
33
Private Advisor Group
New Jersey
$54.3M -$18.2M -199,541 -26%
AF
34
Apexium Financial
Texas
$54M +$3.65M +39,882 +8%
KLI
35
Kelman-Lazarov Inc
Tennessee
$53.1M +$602K +6,582 +1%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$53M -$13.8M -150,636 -22%
WMWM
37
Whitaker-Myers Wealth Managers
Ohio
$50.7M +$1.05M +11,494 +2%
TI
38
TTP Investments
California
$50.7M +$4.61M +50,459 +11%
RCG
39
Regatta Capital Group
California
$49.4M +$4.64M +50,738 +11%
AllianceBernstein
40
AllianceBernstein
Tennessee
$47.9M +$45.2M +494,131 New
FMN
41
Financial Management Network
California
$46.9M +$1.44M +15,757 +3%
FIBT
42
First International Bank & Trust
North Dakota
$45.3M +$109K +1,187 +0.3%
CI
43
Ceera Investments
Texas
$45.1M +$1.07M +11,707 +3%
OCBCO
44
Oversea-Chinese Banking Corp (OCBC)
Singapore
$45M -$9.76M -106,699 -19%
Stifel Financial
45
Stifel Financial
Missouri
$44.5M +$1.97M +21,551 +5%
CFA
46
Cahill Financial Advisors
Minnesota
$44.2M -$3.63M -39,694 -8%
LS
47
Leelyn Smith
Illinois
$43.4M +$663K +7,249 +2%
TWM
48
Tanager Wealth Management
United Kingdom
$43.3M +$289K +3,165 +0.7%
Mirae Asset Global Investments
49
Mirae Asset Global Investments
South Korea
$41.5M +$265K +2,900 +0.7%
Jones Financial Companies
50
Jones Financial Companies
Missouri
$40.7M +$23.2M +253,366 +152%