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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LSWP
526
Liberty Square Wealth Partners
Pennsylvania
$317K
WCM
527
Westend Capital Management
California
$317K
LIWM
528
Long Island Wealth Management
New York
$314K -$1.5M -14,515 -82%
NF
529
NavPoint Financial
Minnesota
$306K
OCM
530
One Capital Management
California
$304K
MWM
531
Mission Wealth Management
California
$302K
TAP
532
TSG Advice Partners
Ohio
$300K
YIH
533
Y-Intercept (HK)
Hong Kong
$295K +$316K +3,053 New
DWP
534
Destiny Wealth Partners
Florida
$295K
SWM
535
Spire Wealth Management
Virginia
$295K -$23.4K -226 -7%
TCM
536
TD Capital Management
Tennessee
$294K +$13.5K +130 +4%
AIP
537
Almanack Investment Partners
Pennsylvania
$293K +$415 +4 +0.1%
Kayne Anderson Rudnick Investment Management
538
Kayne Anderson Rudnick Investment Management
California
$293K
BWM
539
Baron Wealth Management
Michigan
$293K +$314K +3,025 New
DWM
540
Diversify Wealth Management
Utah
$292K +$303K +2,923 New
BC
541
Barnett & Company
Tennessee
$290K -$5.7K -55 -2%
PFA
542
Pure Financial Advisors
California
$285K +$36.7K +354 +14%
BCA
543
Bay Capital Advisors
Virginia
$284K -$18.1K -175 -6%
BBHC
544
Brown Brothers Harriman & Co
New York
$280K -$518 -5 -0.2%
TAM
545
Titleist Asset Management
Texas
$279K +$8.09K +78 +3%
BNP Paribas Financial Markets
546
BNP Paribas Financial Markets
France
$279K +$299K +2,883 New
TWP
547
Triad Wealth Partners
Kansas
$277K +$104 +1 +0%
TW
548
TritonPoint Wealth
Maryland
$273K +$2.07K +20 +0.7%
PCMM
549
Piedmont Capital Management (Montana)
Montana
$273K
CL
550
Choreo LLC
Illinois
$273K -$82.8K -799 -22%