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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
501
AssetMark Inc
California
$7.96K +$7.17K +90 +600%
TC
502
Trust Company
Kansas
$6.67K – – –
EWP
503
Elevation Wealth Partners
California
$6.45K – – –
PWMG
504
Provence Wealth Management Group
California
$6.45K +$6.77K +85 New
VWM
505
Venturi Wealth Management
Texas
$6.37K – – –
AIC
506
Archer Investment Corporation
Indiana
$6.29K – – –
CTA
507
Colonial Trust Advisors
South Carolina
$6.07K – – –
TWC
508
TD Waterhouse Canada
Ontario, Canada
$5.13K +$3.98K +50 New
BWM
509
Baystate Wealth Management
Massachusetts
$3.94K – – –
RWPA
510
Richard W. Paul & Associates
Michigan
$3.79K – – –
GI
511
Gradient Investments
Minnesota
$3.41K +$3.58K +45 New
CHA
512
Carmichael Hill & Associates
Maryland
$3.26K – – –
CP
513
Castleview Partners
Texas
$3.03K +$3.19K +40 New
BF
514
BOK Financial
Oklahoma
$2.75K +$3.03K +38 New
CCP
515
Carmel Capital Partners
California
$1.97K +$2.07K +26 New
EWA
516
EverSource Wealth Advisors
Alabama
$1.21K – – –
TRCT
517
Tower Research Capital (TRC)
New York
$910 +$956 +12 New
BCMLT
518
Beacon Capital Management LLC (Tennessee)
Tennessee
$718 – – –
AFS
519
Annapolis Financial Services
Maryland
$531 – – –
MFG
520
Mendota Financial Group
Wisconsin
$380 – – –
BFS
521
Bard Financial Services
Connecticut
– -$28.1M -351,907 Closed
FSA
522
Financial Services Advisory
Maryland
– -$14.2M -178,121 Closed
BCM
523
BlueCrest Capital Management
Jersey
– -$3.82M -47,838 Closed
FEM
524
Fulcrum Equity Management
Texas
– -$2.37M -29,659 Closed
AI
525
Atria Investments
North Carolina
– -$1.96M -24,580 Closed