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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
526
Mosaic Financial Group
Illinois
$320K – – –
PA
527
Parallel Advisors
California
$318K +$110K +1,065 +48%
LSWP
528
Liberty Square Wealth Partners
Pennsylvania
$317K – – –
WCM
529
Westend Capital Management
California
$317K – – –
LIWM
530
Long Island Wealth Management
New York
$314K -$1.5M -14,515 -82%
NF
531
NavPoint Financial
Minnesota
$306K – – –
OCM
532
One Capital Management
California
$304K – – –
MWM
533
Mission Wealth Management
California
$302K – – –
TAP
534
TSG Advice Partners
Ohio
$300K – – –
YIH
535
Y-Intercept (HK)
Hong Kong
$295K +$316K +3,053 New
DWP
536
Destiny Wealth Partners
Florida
$295K – – –
SWM
537
Spire Wealth Management
Virginia
$295K -$23.4K -226 -7%
TCM
538
TD Capital Management
Tennessee
$294K +$13.5K +130 +4%
AIP
539
Almanack Investment Partners
Pennsylvania
$293K +$415 +4 +0.1%
Kayne Anderson Rudnick Investment Management
540
Kayne Anderson Rudnick Investment Management
California
$293K – – –
BWM
541
Baron Wealth Management
Michigan
$293K +$314K +3,025 New
DWM
542
Diversify Wealth Management
Utah
$292K +$303K +2,923 New
BC
543
Barnett & Company
Tennessee
$290K -$5.7K -55 -2%
PFA
544
Pure Financial Advisors
California
$285K +$36.7K +354 +14%
BCA
545
Bay Capital Advisors
Virginia
$284K -$18.1K -175 -6%
BBHC
546
Brown Brothers Harriman & Co
New York
$280K -$518 -5 -0.2%
TAM
547
Titleist Asset Management
Texas
$279K +$8.09K +78 +3%
BNP Paribas Financial Markets
548
BNP Paribas Financial Markets
France
$279K +$299K +2,883 New
TWP
549
Triad Wealth Partners
Kansas
$277K +$104 +1 +0%
TW
550
TritonPoint Wealth
Maryland
$273K +$2.07K +20 +0.7%