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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWP
526
Destiny Wealth Partners
Florida
$327K -$102 -1 -0%
OCM
527
One Capital Management
California
$325K +$46.5K +455 +17%
MWM
528
Mission Wealth Management
California
$323K +$319K +3,119 New
BCA
529
Bay Capital Advisors
Virginia
$323K +$817 +8 +0.3%
FCH
530
Freestone Capital Holdings
Washington
$322K +$715 +7 +0.2%
TAP
531
TSG Advice Partners
Ohio
$322K +$317K +3,105 New
BC
532
Barnett & Company
Tennessee
$316K -$6.13K -60 -2%
Kayne Anderson Rudnick Investment Management
533
Kayne Anderson Rudnick Investment Management
California
$314K – – –
AIP
534
Almanack Investment Partners
Pennsylvania
$314K – – –
HIIFS
535
Harel Insurance Investments & Financial Services
Israel
$311K – – –
GJIA
536
Glass Jacobson Investment Advisors
Maryland
$305K +$3.68K +36 +1%
TCM
537
TD Capital Management
Tennessee
$301K +$1.84K +18 +0.6%
BBHC
538
Brown Brothers Harriman & Co
New York
$301K +$144K +1,412 +95%
TWP
539
Triad Wealth Partners
Kansas
$297K -$453K -4,437 -61%
PCMM
540
Piedmont Capital Management (Montana)
Montana
$292K – – –
RMF
541
Red Mountain Financial
Colorado
$292K -$1.74K -17 -0.6%
CG
542
Clarus Group
Texas
$291K – – –
TAM
543
Titleist Asset Management
Texas
$291K +$287K +2,808 New
TW
544
TritonPoint Wealth
Maryland
$290K +$14.6K +143 +5%
CA
545
CapWealth Advisors
Tennessee
$288K +$102 +1 +0%
EWA
546
EverSource Wealth Advisors
Alabama
$288K +$4.7K +46 +2%
MWA
547
Medallion Wealth Advisors
Connecticut
$288K -$24.9K -244 -8%
AAP
548
Arax Advisory Partners
Colorado
$287K +$283K +2,768 New
EWM
549
Elmwood Wealth Management
California
$286K +$282K +2,763 New
DWM
550
Drive Wealth Management
Utah
$284K -$30.6K -300 -10%