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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
501
Trust Company
Kansas
$6.67K – – –
EWP
502
Elevation Wealth Partners
California
$6.45K – – –
PWMG
503
Provence Wealth Management Group
California
$6.45K +$6.77K +85 New
VWM
504
Venturi Wealth Management
Texas
$6.37K – – –
AIC
505
Archer Investment Corporation
Indiana
$6.29K – – –
CTA
506
Colonial Trust Advisors
South Carolina
$6.07K – – –
TWC
507
TD Waterhouse Canada
Ontario, Canada
$5.13K +$3.98K +50 New
BWM
508
Baystate Wealth Management
Massachusetts
$3.94K – – –
RWPA
509
Richard W. Paul & Associates
Michigan
$3.79K – – –
GI
510
Gradient Investments
Minnesota
$3.41K +$3.58K +45 New
CHA
511
Carmichael Hill & Associates
Maryland
$3.26K – – –
CP
512
Castleview Partners
Texas
$3.03K +$3.19K +40 New
BF
513
BOK Financial
Oklahoma
$2.75K +$3.03K +38 New
CCP
514
Carmel Capital Partners
California
$1.97K +$2.07K +26 New
EWA
515
EverSource Wealth Advisors
Alabama
$1.21K – – –
TRCT
516
Tower Research Capital (TRC)
New York
$910 +$956 +12 New
BCMLT
517
Beacon Capital Management LLC (Tennessee)
Tennessee
$718 – – –
AFS
518
Annapolis Financial Services
Maryland
$531 – – –
MFG
519
Mendota Financial Group
Wisconsin
$380 – – –
BFS
520
Bard Financial Services
Connecticut
– -$28.1M -351,907 Closed
FSA
521
Financial Services Advisory
Maryland
– -$14.2M -178,121 Closed
BCM
522
BlueCrest Capital Management
Jersey
– -$3.82M -47,838 Closed
FEM
523
Fulcrum Equity Management
Texas
– -$2.37M -29,659 Closed
AI
524
Atria Investments
North Carolina
– -$1.96M -24,580 Closed
USCWA
525
U.S. Capital Wealth Advisors
Texas
– -$1.29M -16,165 Closed
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