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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NIWA
476
New Insight Wealth Advisors
California
$350K -$14.9K -153 -4%
JIC
477
Johnson Investment Counsel
Ohio
$349K -$73.7K -755 -18%
SWP
478
Sagespring Wealth Partners
Tennessee
$345K -$1.76K -18 -0.5%
TPWA
479
TRUE Private Wealth Advisors
Oregon
$343K -$118K -1,213 -26%
APW
480
Aventura Private Wealth
Florida
$340K
AFA
481
Arlington Financial Advisors
California
$335K +$330K +3,382 New
SFG
482
Sovereign Financial Group
Connecticut
$334K -$516K -5,285 -61%
DAS
483
Diversify Advisory Services
Utah
$332K +$5.66K +58 +2%
SWM
484
Spire Wealth Management
Virginia
$330K +$23.3K +239 +8%
SW
485
Simplicity Wealth
New Jersey
$330K +$324K +3,325 New
NIM
486
Northeast Investment Management
Massachusetts
$329K
VCM
487
Vivaldi Capital Management
Illinois
$328K
LSWP
488
Liberty Square Wealth Partners
Pennsylvania
$325K
WCM
489
Westend Capital Management
California
$325K
ASN
490
Advisory Services Network
Georgia
$320K -$15.4K -158 -5%
MAS
491
Madden Advisory Services
Florida
$320K -$23.2K -238 -7%
Financial Engines Advisors
492
Financial Engines Advisors
California
$316K
AG
493
AmeriFlex Group
Nevada
$314K +$296K +3,039 +2,431%
QCM
494
QRG Capital Management
Illinois
$313K -$29.9K -307 -9%
BC
495
Barnett & Company
Tennessee
$308K -$13.2K -135 -4%
BCA
496
Bay Capital Advisors
Virginia
$308K
FCH
497
Freestone Capital Holdings
Washington
$308K +$65.3K +669 +27%
DWP
498
Destiny Wealth Partners
Florida
$302K +$298K +3,051 New
DWM
499
Drive Wealth Management
Utah
$301K -$17.9K -183 -6%
Kayne Anderson Rudnick Investment Management
500
Kayne Anderson Rudnick Investment Management
California
$300K