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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
476
Merriman Wealth Management
Washington
$460K – – –
BWM
477
Blossom Wealth Management
California
$458K +$21.9K +239 +5%
STCOSD
478
Sageworth Trust Company of South Dakota
South Dakota
$454K – – –
CG
479
CFO4Life Group
Texas
$451K -$17.4K -190 -4%
WF
480
Welch & Forbes
Massachusetts
$451K – – –
FPAS
481
Focus Partners Advisor Solutions
Missouri
$442K +$7.59K +83 +2%
CFS
482
Commonwealth Financial Services
West Virginia
$441K -$5.39K -59 -1%
AssetMark Inc
483
AssetMark Inc
California
$433K +$168K +1,838 +70%
FCM
484
Family Capital Management
Michigan
$432K – – –
FWP
485
FAS Wealth Partners
Kansas
$426K +$84.4K +923 +27%
TC
486
TownSquare Capital
Utah
$424K +$83.1K +909 +26%
PA
487
PFG Advisors
Arizona
$421K -$640 -7 -0.2%
IAS
488
Insigneo Advisory Services
Florida
$420K – – –
AWM
489
Axxcess Wealth Management
California
$416K +$11K +120 +3%
CRI
490
Colonial River Investments
Virginia
$416K +$11K +120 +3%
TW
491
TritonPoint Wealth
Maryland
$413K +$63.2K +691 +19%
HNWA
492
Henrickson Nauta Wealth Advisors
Michigan
$410K +$61.8K +676 +19%
AB
493
Atlas Brown
Kentucky
$402K +$14.2K +155 +4%
IIA
494
IPG Investment Advisors
California
$401K +$58.9K +644 +18%
LFS
495
Legacy Financial Strategies
Kansas
$399K +$376K +4,111 New
JIC
496
Johnson Investment Counsel
Ohio
$398K +$76.3K +834 +25%
CCP
497
Clarity Capital Partners
California
$398K -$39.8K -435 -10%
SFS
498
Stiles Financial Services
Minnesota
$394K – – –
WA
499
Waverly Advisors
Alabama
$392K -$30.5K -334 -8%
OSNBOA
500
Old Second National Bank of Aurora
Illinois
$391K -$20.5K -224 -5%