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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
526
One Capital Management
California
$266K – – –
MW
527
Members Wealth
Pennsylvania
$266K +$258K +2,649 New
TW
528
TritonPoint Wealth
Maryland
$264K -$41K -420 -14%
CIC
529
Carnegie Investment Counsel
Ohio
$263K – – –
GC
530
GatePass Capital
Ohio
$262K – – –
RMDI
531
R.M. Davis Inc
Maine
$260K – – –
PFA
532
Pure Financial Advisors
California
$257K -$31.7K -325 -11%
SFS
533
Sowell Financial Services
Arkansas
$257K -$17.4K -178 -6%
SM
534
Sensible Money
Arizona
$257K – – –
SCA
535
Snowden Capital Advisors
New York
$250K -$780 -8 -0.3%
WBCM
536
Wilson & Boucher Capital Management
California
$248K – – –
WA
537
Waddell & Associates
Tennessee
$247K -$3.71K -38 -2%
BB
538
Bell Bank
North Dakota
$247K – – –
EA
539
Eclectic Associates
California
$246K -$297K -3,040 -55%
SWMG
540
Stillwater Wealth Management Group
Florida
$246K +$242K +2,485 New
ONB
541
Old National Bancorp
Indiana
$245K -$31.4K -322 -12%
FIBOI
542
First International Bank of Israel
$245K -$36.9K -378 -13%
CQWA
543
Chokshi & Queen Wealth Advisors
California
$243K – – –
SBWIC
544
Schaper Benz & Wise Investment Counsel
Wisconsin
$242K – – –
LCWP
545
Legacy Capital Wealth Partners
Arkansas
$241K – – –
SC
546
Savant Capital
Illinois
$237K -$54.9K -563 -19%
PWG
547
Portside Wealth Group
Utah
$234K – – –
AFA
548
American Financial Advisors
Georgia
$233K +$230K +2,354 New
LSIA
549
LaSalle St. Investment Advisors
Illinois
$232K -$7.61K -78 -3%
LA
550
LM Advisors
California
$232K +$228K +2,342 New
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