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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
551
Pathway Financial Advisers
Indiana
$190K -$11.2K -130 -6%
RIL
552
Rothschild Investment LLC
Illinois
$188K
LWA
553
Lowe Wealth Advisors
Maryland
$188K +$24.1K +281 +16%
FAM
554
Family Asset Management
South Carolina
$180K -$13.8K -161 -7%
PA
555
Parallel Advisors
California
$175K -$59.2K -690 -26%
PCMC
556
Private Capital Management (Colorado)
Colorado
$163K +$155K +1,811 New
CWC
557
Carolinas Wealth Consulting
North Carolina
$142K
JFGIW
558
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$135K
HNB
559
Huntington National Bank
Ohio
$125K
Nomura Asset Management
560
Nomura Asset Management
Japan
$125K +$119K +1,389 New
BBHC
561
Brown Brothers Harriman & Co
New York
$120K
RG
562
Retirement Group
California
$117K +$6.01K +70 +6%
RWPA
563
Richard W. Paul & Associates
Michigan
$114K -$32.7K -381 -23%
PAI
564
Pittenger & Anderson Inc
Nebraska
$108K +$103K +1,200 New
NP
565
NorthRock Partners
Minnesota
$105K
IWP
566
IAG Wealth Partners
Wisconsin
$97.5K
OSAM
567
O'Shaughnessy Asset Management
Connecticut
$97.2K +$61.5K +717 +196%
FPB
568
First PREMIER Bank
South Dakota
$96K +$22.7K +265 +33%
IPW
569
Impact Partnership Wealth
Georgia
$95.6K -$7.46K -87 -8%
TH
570
TCTC Holdings
Texas
$81.4K
FFL
571
Financial Freedom LLC
Ohio
$79.9K
EWM
572
EPG Wealth Management
Georgia
$76K
CT
573
Colonial Trust
South Carolina
$75.2K
FFA
574
Founders Financial Alliance
North Carolina
$74.8K +$71.4K +832 New
SA
575
Scarborough Advisors
Maryland
$72.1K +$19.3K +225 +39%