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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIL
526
Rothschild Investment LLC
Illinois
$178K +$163K +2,094 New
CAL
527
Capital Analysts LLC
Pennsylvania
$177K +$98.3K +1,266 +156%
LWA
528
Lowe Wealth Advisors
Maryland
$154K +$3.03K +39 +2%
RWPA
529
Richard W. Paul & Associates
Michigan
$140K +$125K +1,604 +3,208%
CWC
530
Carolinas Wealth Consulting
North Carolina
$134K +$2.33K +30 +2%
JFGIW
531
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$127K
SS
532
Sunbelt Securities
Texas
$123K -$102K -1,318 -48%
PMFA
533
Plante Moran Financial Advisors
Michigan
$120K +$85.1K +1,096 +340%
HNB
534
Huntington National Bank
Ohio
$118K
BBHC
535
Brown Brothers Harriman & Co
New York
$113K
TWM
536
Tradition Wealth Management
Minnesota
$113K
LF
537
Lee Financial
Texas
$106K
RG
538
Retirement Group
California
$104K +$311 +4 +0.3%
NP
539
NorthRock Partners
Minnesota
$99.3K +$90.9K +1,170 New
IPW
540
Impact Partnership Wealth
Georgia
$97.6K -$87.8K -1,130 -50%
CTC
541
Central Trust Company
Missouri
$97.6K +$89.3K +1,150 New
Fifth Third Bancorp
542
Fifth Third Bancorp
Ohio
$93.3K +$46.5K +599 +120%
IWP
543
IAG Wealth Partners
Wisconsin
$92.1K
BTI
544
Blue Trust Inc
Georgia
$88K
TRCT
545
Tower Research Capital (TRC)
New York
$83.3K +$75.2K +969 +8,075%
WTG
546
West Tower Group
Virginia
$82.1K -$71.4K -919 -49%
TH
547
TCTC Holdings
Texas
$76.8K
FFL
548
Financial Freedom LLC
Ohio
$75.4K
WIA
549
Wetzel Investment Advisors
Indiana
$73K +$66.5K +856 New
EWM
550
EPG Wealth Management
Georgia
$71.5K +$233 +3 +0.4%