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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FWP
476
FAS Wealth Partners
Kansas
$447K +$32.3K +351 +7%
VCM
477
Virtue Capital Management
Tennessee
$446K +$467K +5,073 New
BJL
478
Brighton Jones LLC
Washington
$444K -$60K -652 -11%
QEI
479
QSV Equity Investors
Illinois
$440K – – –
IWM
480
Iams Wealth Management
Nebraska
$440K +$32.9K +358 +8%
STA
481
Smith Thornton Advisors
Alabama
$437K -$787K -8,554 -63%
OSAM
482
O'Shaughnessy Asset Management
Connecticut
$437K -$84.9K -923 -16%
KA
483
Kovack Advisors
Florida
$433K -$31.7K -344 -7%
TPWA
484
TRUE Private Wealth Advisors
Oregon
$431K -$4.89M -53,154 -92%
JIP
485
Jaffetilchin Investment Partners
Florida
$429K +$89.7K +975 +25%
CPP
486
Capasso Planning Partners
South Carolina
$427K -$205K -2,228 -31%
KTM
487
Keeler Thomas Management
Utah
$427K -$817K -8,880 -65%
FZCM
488
Flynn Zito Capital Management
New York
$423K -$8.2M -89,055 -95%
ACM
489
Advisors Capital Management
New Jersey
$420K – – –
CFS
490
Commonwealth Financial Services
West Virginia
$420K -$15.1K -164 -3%
BWM
491
Blossom Wealth Management
California
$419K -$15.7K -171 -3%
IWC
492
Integrated Wealth Concepts
Massachusetts
$415K -$44.7K -486 -9%
CG
493
CFO4Life Group
Texas
$412K – – –
STCOSD
494
Sageworth Trust Company of South Dakota
South Dakota
$412K – – –
WF
495
Welch & Forbes
Massachusetts
$410K – – –
TPBG
496
Turning Point Benefit Group
Maryland
$400K +$250K +2,715 +114%
MGIA
497
Moneta Group Investment Advisors
Missouri
$400K -$111K -1,209 -21%
SWP
498
Sagespring Wealth Partners
Tennessee
$399K -$161K -1,745 -28%
LC
499
Landaas & Company
Wisconsin
$395K – – –
MWA
500
Medallion Wealth Advisors
Connecticut
$393K +$196K +2,128 +90%