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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GJIA
551
Glass Jacobson Investment Advisors
Maryland
$200K +$191K +2,229 New
PFA
552
Pathway Financial Advisers
Indiana
$190K -$11.2K -130 -6%
RIL
553
Rothschild Investment LLC
Illinois
$188K – – –
LWA
554
Lowe Wealth Advisors
Maryland
$188K +$24.1K +281 +16%
FAM
555
Family Asset Management
South Carolina
$180K -$13.8K -161 -7%
PA
556
Parallel Advisors
California
$175K -$59.2K -690 -26%
PCMC
557
Private Capital Management (Colorado)
Colorado
$163K +$155K +1,811 New
CWC
558
Carolinas Wealth Consulting
North Carolina
$142K – – –
JFGIW
559
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$135K – – –
HNB
560
Huntington National Bank
Ohio
$125K – – –
Nomura Asset Management
561
Nomura Asset Management
Japan
$125K +$119K +1,389 New
BBHC
562
Brown Brothers Harriman & Co
New York
$120K – – –
RG
563
Retirement Group
California
$117K +$6.01K +70 +6%
RWPA
564
Richard W. Paul & Associates
Michigan
$114K -$32.7K -381 -23%
PAI
565
Pittenger & Anderson Inc
Nebraska
$108K +$103K +1,200 New
NP
566
NorthRock Partners
Minnesota
$105K – – –
IWP
567
IAG Wealth Partners
Wisconsin
$97.5K – – –
OSAM
568
O'Shaughnessy Asset Management
Connecticut
$97.2K +$61.5K +717 +196%
FPB
569
First PREMIER Bank
South Dakota
$96K +$22.7K +265 +33%
IPW
570
Impact Partnership Wealth
Georgia
$95.6K -$7.46K -87 -8%
TH
571
TCTC Holdings
Texas
$81.4K – – –
FFL
572
Financial Freedom LLC
Ohio
$79.9K – – –
EWM
573
EPG Wealth Management
Georgia
$76K – – –
CT
574
Colonial Trust
South Carolina
$75.2K – – –
FFA
575
Founders Financial Alliance
North Carolina
$74.8K +$71.4K +832 New