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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BOH
501
Bank of Hawaii
Hawaii
$376K – – –
AFP
502
Ausdal Financial Partners
Iowa
$376K -$185K -1,810 -33%
AA
503
Auxano Advisors
Washington
$374K +$70.6K +691 +24%
SWP
504
Sagespring Wealth Partners
Tennessee
$372K +$11.9K +117 +3%
NFSG
505
Newbridge Financial Services Group
Florida
$368K -$1.15M -11,300 -76%
PFGIA
506
Patriot Financial Group Insurance Agency
Massachusetts
$364K -$14K -137 -4%
NW
507
NewEdge Wealth
Pennsylvania
$360K +$355K +3,474 New
SW
508
Simplicity Wealth
New Jersey
$358K +$13.6K +133 +4%
APW
509
Aventura Private Wealth
Florida
$355K – – –
MOS
510
MGO One Seven
Ohio
$353K -$27.1K -265 -7%
TPWA
511
TRUE Private Wealth Advisors
Oregon
$353K -$5.41K -53 -2%
RL
512
Retireful LLC
Michigan
$350K -$1.08M -10,548 -76%
SFG
513
Sovereign Financial Group
Connecticut
$349K -$817 -8 -0.2%
FC
514
Fairscale Capital
New Hampshire
$346K -$24.6K -241 -7%
QP
515
Quartz Partners
New York
$344K +$34.9K +342 +11%
NIM
516
Northeast Investment Management
Massachusetts
$343K – – –
NIWA
517
New Insight Wealth Advisors
California
$343K -$22.2K -217 -6%
MFG
518
Mosaic Financial Group
Illinois
$342K +$101K +993 +43%
LSWP
519
Liberty Square Wealth Partners
Pennsylvania
$340K – – –
WCM
520
Westend Capital Management
California
$339K – – –
SWM
521
Spire Wealth Management
Virginia
$339K -$6.33K -62 -2%
MAS
522
Madden Advisory Services
Florida
$333K -$1.74K -17 -0.5%
DAS
523
Diversify Advisory Services
Utah
$332K -$18.2K -178 -5%
NF
524
NavPoint Financial
Minnesota
$328K +$94.2K +922 +41%
QCM
525
QRG Capital Management
Illinois
$327K -$306 -3 -0.1%
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