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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$53.5M +$130K +1,269 +0.2%
AA
27
Apriem Advisors
California
$53.2M +$1.98M +19,418 +4%
Stifel Financial
28
Stifel Financial
Missouri
$52.3M +$1.36M +13,315 +3%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$51.1M -$10M -97,919 -17%
LS
30
Leelyn Smith
Illinois
$50.9M +$274K +2,687 +0.5%
FMN
31
Financial Management Network
California
$50.1M -$225K -2,208 -0.5%
RCG
32
Regatta Capital Group
California
$49.3M +$1.48M +14,467 +3%
HG
33
Harbor Group
New Hampshire
$48.9M +$2.44M +23,926 +5%
OIA
34
OneDigital Investment Advisors
Kansas
$48.3M -$4.48M -43,916 -9%
CFA
35
Cahill Financial Advisors
Minnesota
$47.7M +$12.3M +120,007 +27%
CI
36
Ceera Investments
Texas
$45M -$3.43M -33,633 -7%
GCM
37
G2 Capital Management
Ohio
$41.4M +$1.25M +12,231 +3%
WMWM
38
Whitaker-Myers Wealth Managers
Ohio
$41M -$1.61M -15,756 -4%
PAG
39
Private Advisor Group
New Jersey
$40.9M -$252K -2,468 -0.6%
SAM
40
Summit Asset Management
Tennessee
$39.6M +$485K +4,749 +1%
SI
41
Stephens Inc
Arkansas
$38.9M +$174K +1,699 +0.5%
JFA
42
JNBA Financial Advisors
Minnesota
$38.8M -$836K -8,186 -2%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$37.8M -$3.83M -37,507 -10%
AA
44
Ancora Advisors
Ohio
$36.8M +$4.39M +42,952 +14%
Cerity Partners
45
Cerity Partners
New York
$35.3M +$407K +3,986 +1%
LFAS
46
Level Four Advisory Services
Texas
$30.7M +$99.6K +975 +0.3%
RIS
47
Richmond Investment Services
Wisconsin
$30.7M -$220K -2,152 -0.7%
PS
48
Planned Solutions
California
$30.2M -$709K -6,945 -2%
BFA
49
Buttonwood Financial Advisors
Maryland
$29.7M -$1.16M -11,353 -4%
AssetMark Inc
50
AssetMark Inc
California
$28.9M -$325K -3,179 -1%