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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
501
Auxano Advisors
Washington
$374K +$70.6K +691 +24%
SWP
502
Sagespring Wealth Partners
Tennessee
$372K +$11.9K +117 +3%
NFSG
503
Newbridge Financial Services Group
Florida
$368K -$1.15M -11,300 -76%
PFGIA
504
Patriot Financial Group Insurance Agency
Massachusetts
$364K -$14K -137 -4%
NW
505
NewEdge Wealth
Pennsylvania
$360K +$355K +3,474 New
SW
506
Simplicity Wealth
New Jersey
$358K +$13.6K +133 +4%
APW
507
Aventura Private Wealth
Florida
$355K – – –
MOS
508
MGO One Seven
Ohio
$353K -$27.1K -265 -7%
TPWA
509
TRUE Private Wealth Advisors
Oregon
$353K -$5.41K -53 -2%
RL
510
Retireful LLC
Michigan
$350K -$1.08M -10,548 -76%
SFG
511
Sovereign Financial Group
Connecticut
$349K -$817 -8 -0.2%
FC
512
Fairscale Capital
New Hampshire
$346K -$24.6K -241 -7%
QP
513
Quartz Partners
New York
$344K +$34.9K +342 +11%
NIM
514
Northeast Investment Management
Massachusetts
$343K – – –
NIWA
515
New Insight Wealth Advisors
California
$343K -$22.2K -217 -6%
MFG
516
Mosaic Financial Group
Illinois
$342K +$101K +993 +43%
LSWP
517
Liberty Square Wealth Partners
Pennsylvania
$340K – – –
WCM
518
Westend Capital Management
California
$339K – – –
SWM
519
Spire Wealth Management
Virginia
$339K -$6.33K -62 -2%
MAS
520
Madden Advisory Services
Florida
$333K -$1.74K -17 -0.5%
DAS
521
Diversify Advisory Services
Utah
$332K -$18.2K -178 -5%
NF
522
NavPoint Financial
Minnesota
$328K +$94.2K +922 +41%
QCM
523
QRG Capital Management
Illinois
$327K -$306 -3 -0.1%
DWP
524
Destiny Wealth Partners
Florida
$327K -$102 -1 -0%
OCM
525
One Capital Management
California
$325K +$46.5K +455 +17%
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