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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
476
Virtue Capital Management
Tennessee
$446K +$467K +5,073 New
BJL
477
Brighton Jones LLC
Washington
$444K -$60K -652 -11%
QEI
478
QSV Equity Investors
Illinois
$440K – – –
IWM
479
Iams Wealth Management
Nebraska
$440K +$32.9K +358 +8%
STA
480
Smith Thornton Advisors
Alabama
$437K -$787K -8,554 -63%
OSAM
481
O'Shaughnessy Asset Management
Connecticut
$437K -$84.9K -923 -16%
KA
482
Kovack Advisors
Florida
$433K -$31.7K -344 -7%
TPWA
483
TRUE Private Wealth Advisors
Oregon
$431K -$4.89M -53,154 -92%
JIP
484
Jaffetilchin Investment Partners
Florida
$429K +$89.7K +975 +25%
CPP
485
Capasso Planning Partners
South Carolina
$427K -$205K -2,228 -31%
KTM
486
Keeler Thomas Management
Utah
$427K -$817K -8,880 -65%
FZCM
487
Flynn Zito Capital Management
New York
$423K -$8.2M -89,055 -95%
ACM
488
Advisors Capital Management
New Jersey
$420K – – –
CFS
489
Commonwealth Financial Services
West Virginia
$420K -$15.1K -164 -3%
BWM
490
Blossom Wealth Management
California
$419K -$15.7K -171 -3%
IWC
491
Integrated Wealth Concepts
Massachusetts
$415K -$44.7K -486 -9%
CG
492
CFO4Life Group
Texas
$412K – – –
STCOSD
493
Sageworth Trust Company of South Dakota
South Dakota
$412K – – –
WF
494
Welch & Forbes
Massachusetts
$410K – – –
TPBG
495
Turning Point Benefit Group
Maryland
$400K +$250K +2,715 +114%
MGIA
496
Moneta Group Investment Advisors
Missouri
$400K -$111K -1,209 -21%
SWP
497
Sagespring Wealth Partners
Tennessee
$399K -$161K -1,745 -28%
LC
498
Landaas & Company
Wisconsin
$395K – – –
MWA
499
Medallion Wealth Advisors
Connecticut
$393K +$196K +2,128 +90%
IF
500
Intrua Financial
Texas
$392K -$22.2K -241 -5%
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20
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