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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
551
Waddell & Associates
Tennessee
$210K +$782 +9 +0.4%
FCH
552
Freestone Capital Holdings
Washington
$209K +$1.82K +21 +0.9%
PCMC
553
Private Capital Management (Colorado)
Colorado
$209K +$52.1K +600 +33%
AG
554
Advocate Group
Minnesota
$207K +$207K +2,387 New
IA
555
IFG Advisory
Georgia
$206K +$207K +2,383 New
TFP
556
Traction Financial Partners
Wyoming
$205K -$32.7K -376 -14%
MA
557
MONECO Advisors
Connecticut
$204K -$26.5K -305 -11%
RFC
558
Regions Financial Corp
Alabama
$203K – – –
MFG
559
Mosaic Financial Group
Illinois
$198K – – –
Nomura Asset Management
560
Nomura Asset Management
Japan
$197K +$77.4K +891 +64%
CAM
561
Clarity Asset Management
Iowa
$196K -$1.04K -12 -0.5%
KFI
562
Key Financial Inc
Pennsylvania
$194K – – –
IWP
563
IAG Wealth Partners
Wisconsin
$189K +$95K +1,093 +101%
FAM
564
Family Asset Management
South Carolina
$173K – – –
LIA
565
Lynx Investment Advisory
District of Columbia
$172K +$173K +1,989 New
PA
566
Parallel Advisors
California
$168K – – –
LWA
567
Lowe Wealth Advisors
Maryland
$159K -$21.7K -250 -12%
PFA
568
Pathway Financial Advisers
Indiana
$156K -$27.1K -312 -15%
RIL
569
Rothschild Investment LLC
Illinois
$150K -$31.8K -366 -17%
OSAM
570
O'Shaughnessy Asset Management
Connecticut
$149K +$55.2K +635 +59%
HNB
571
Huntington National Bank
Ohio
$133K – – –
JFGIW
572
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$130K – – –
Russell Investments Group
573
Russell Investments Group
United Kingdom
$130K +$127K +1,457 +3,469%
BBHC
574
Brown Brothers Harriman & Co
New York
$116K – – –
BlackRock
575
BlackRock
New York
$108K +$109K +1,250 New