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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
526
Sensible Money
Arizona
$233K – – –
TFP
527
Traction Financial Partners
Wyoming
$229K -$133K -1,547 -37%
LA
528
LPF Advisors
Florida
$227K – – –
SAM
529
SP Asset Management
California
$227K – – –
FAT
530
First American Trust
California
$227K +$216K +2,522 New
WBCM
531
Wilson & Boucher Capital Management
California
$225K – – –
PCA
532
Pallas Capital Advisors
Massachusetts
$222K +$212K +2,471 New
AWM
533
Avaii Wealth Management
Wisconsin
$221K – – –
GMA
534
Glassy Mountain Advisors
Maryland
$221K +$4.03K +47 +2%
GM
535
GeoWealth Management
Illinois
$218K -$17.8M -207,010 -99%
WA
536
Waddell & Associates
Tennessee
$217K -$111K -1,296 -35%
FCH
537
Freestone Capital Holdings
Washington
$215K +$205K +2,394 New
PWG
538
Portside Wealth Group
Utah
$212K -$34.5K -402 -15%
WH
539
Willner & Heller
California
$212K +$203K +2,363 New
RFC
540
Regions Financial Corp
Alabama
$211K +$202K +2,349 New
S
541
SignatureFD
Georgia
$207K +$147K +1,717 +292%
MFG
542
Mosaic Financial Group
Illinois
$205K +$196K +2,283 New
JIC
543
Johnson Investment Counsel
Ohio
$205K +$195K +2,275 New
CA
544
Calton & Associates
Florida
$204K +$195K +2,274 New
CAM
545
Clarity Asset Management
Iowa
$204K -$10.8K -126 -5%
ASN
546
Advisory Services Network
Georgia
$204K -$27.1K -316 -12%
TYCC
547
Texas Yale Capital Corp
Florida
$202K +$193K +2,250 New
KFI
548
Key Financial Inc
Pennsylvania
$202K – – –
TNB
549
Thomasville National Bank
Georgia
$201K +$192K +2,234 New
GJIA
550
Glass Jacobson Investment Advisors
Maryland
$200K +$191K +2,229 New
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