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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Apriem Advisors
California
$52.5M +$3.04M +29,289 +6%
LS
27
Leelyn Smith
Illinois
$49.5M +$2.09M +20,186 +4%
HG
28
Harbor Group
New Hampshire
$46.9M +$1.32M +12,737 +3%
RCG
29
Regatta Capital Group
California
$46.6M +$699K +6,747 +1%
FMN
30
Financial Management Network
California
$46.6M -$1.29M -12,413 -3%
CFA
31
Cahill Financial Advisors
Minnesota
$46.3M -$8.94M -86,287 -15%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$43.7M -$6.69M -64,530 -12%
WMWM
33
Whitaker-Myers Wealth Managers
Ohio
$39.2M +$1.02M +9,817 +2%
GCM
34
G2 Capital Management
Ohio
$39.1M +$496K +4,789 +1%
CI
35
Ceera Investments
Texas
$38.1M -$4.23M -40,840 -9%
AA
36
Ancora Advisors
Ohio
$37.8M +$3.75M +36,186 +10%
SAM
37
Summit Asset Management
Tennessee
$37.4M +$511K +4,925 +1%
PAG
38
Private Advisor Group
New Jersey
$36.7M -$1.69M -16,265 -4%
SI
39
Stephens Inc
Arkansas
$35.2M -$1.23M -11,853 -3%
JFA
40
JNBA Financial Advisors
Minnesota
$34.6M -$1.71M -16,538 -4%
Cerity Partners
41
Cerity Partners
New York
$34M +$1.08M +10,441 +3%
Stifel Financial
42
Stifel Financial
Missouri
$31.3M -$18.8M -181,404 -36%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$31.2M -$35.6M -343,025 -52%
OIA
44
OneDigital Investment Advisors
Kansas
$30.8M -$15.3M -147,991 -32%
RIS
45
Richmond Investment Services
Wisconsin
$29.3M +$720K +6,944 +2%
PS
46
Planned Solutions
California
$28.2M -$26.3K -254 -0.1%
AssetMark Inc
47
AssetMark Inc
California
$27.6M +$576K +5,561 +2%
LFAS
48
Level Four Advisory Services
Texas
$27M -$1.7M -16,400 -6%
Mariner
49
Mariner
Kansas
$26.9M +$11.2M +107,831 +63%
BFA
50
Buttonwood Financial Advisors
Maryland
$26.5M -$1.33M -12,857 -4%