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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
526
Mission Wealth Management
California
$323K +$319K +3,119 New
BCA
527
Bay Capital Advisors
Virginia
$323K +$817 +8 +0.3%
FCH
528
Freestone Capital Holdings
Washington
$322K +$715 +7 +0.2%
TAP
529
TSG Advice Partners
Ohio
$322K +$317K +3,105 New
BC
530
Barnett & Company
Tennessee
$316K -$6.13K -60 -2%
Kayne Anderson Rudnick Investment Management
531
Kayne Anderson Rudnick Investment Management
California
$314K
AIP
532
Almanack Investment Partners
Pennsylvania
$314K
HIIFS
533
Harel Insurance Investments & Financial Services
Israel
$311K
GJIA
534
Glass Jacobson Investment Advisors
Maryland
$305K +$3.68K +36 +1%
TCM
535
TD Capital Management
Tennessee
$301K +$1.84K +18 +0.6%
BBHC
536
Brown Brothers Harriman & Co
New York
$301K +$144K +1,412 +95%
TWP
537
Triad Wealth Partners
Kansas
$297K -$453K -4,437 -61%
PCMM
538
Piedmont Capital Management (Montana)
Montana
$292K
RMF
539
Red Mountain Financial
Colorado
$292K -$1.74K -17 -0.6%
CG
540
Clarus Group
Texas
$291K
TAM
541
Titleist Asset Management
Texas
$291K +$287K +2,808 New
TW
542
TritonPoint Wealth
Maryland
$290K +$14.6K +143 +5%
CA
543
CapWealth Advisors
Tennessee
$288K +$102 +1 +0%
EWA
544
EverSource Wealth Advisors
Alabama
$288K +$4.7K +46 +2%
MWA
545
Medallion Wealth Advisors
Connecticut
$288K -$24.9K -244 -8%
AAP
546
Arax Advisory Partners
Colorado
$287K +$283K +2,768 New
EWM
547
Elmwood Wealth Management
California
$286K +$282K +2,763 New
DWM
548
Drive Wealth Management
Utah
$284K -$30.6K -300 -10%
DAS
549
Dynamic Advisor Solutions
Arizona
$284K -$22.9M -224,677 -99%
FFWM
550
Future Financial Wealth Management
Ohio
$283K -$22.5K -220 -8%