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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
501
Iams Wealth Management
Nebraska
$430K -$107K -1,112 -19%
FPAS
502
Focus Partners Advisor Solutions
Missouri
$421K -$1.64K -17 -0.4%
LC
503
Landaas & Company
Wisconsin
$417K -$116K -1,200 -21%
FCM
504
Family Capital Management
Michigan
$413K – – –
CRI
505
Colonial River Investments
Virginia
$406K +$8.28K +86 +2%
JIC
506
Johnson Investment Counsel
Ohio
$397K +$16.5K +171 +4%
GC
507
GatePass Capital
Ohio
$395K +$411K +4,264 New
HNWA
508
Henrickson Nauta Wealth Advisors
Michigan
$393K +$867 +9 +0.2%
AB
509
Atlas Brown
Kentucky
$392K +$7.61K +79 +2%
WEG
510
World Equity Group
Illinois
$389K +$404K +4,194 New
SC
511
Savant Capital
Illinois
$387K +$61.9K +643 +18%
IIA
512
IPG Investment Advisors
California
$383K – – –
LFS
513
Legacy Financial Strategies
Kansas
$379K – – –
SFS
514
Stiles Financial Services
Minnesota
$376K – – –
WCG
515
Weaver Consulting Group
California
$373K – – –
CCP
516
Clarity Capital Partners
California
$368K -$13K -135 -3%
TC
517
TownSquare Capital
Utah
$368K -$39.2K -407 -9%
JIP
518
Jaffetilchin Investment Partners
Florida
$361K +$13.5K +140 +4%
FAT
519
First American Trust
California
$350K +$28.1K +292 +8%
TW
520
TritonPoint Wealth
Maryland
$350K -$47.4K -492 -12%
CA
521
CoreCap Advisors
Michigan
$349K +$82.2K +853 +29%
PF
522
Phoenix Financial
Israel
$349K -$690K -7,166 -66%
SWM
523
Spire Wealth Management
Virginia
$342K -$96 -1 -0%
GWP
524
Gateway Wealth Partners
Wisconsin
$339K +$43.8K +455 +14%
BOH
525
Bank of Hawaii
Hawaii
$337K – – –
19 20
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