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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SM
551
Sensible Money
Arizona
$251K – – –
CMI
552
Clare Market Investments
Texas
$250K -$9.14K -100 -4%
WA
553
Waddell & Associates
Tennessee
$246K +$10.9K +119 +5%
LA
554
LPF Advisors
Florida
$245K – – –
HIP
555
HUB Investment Partners
Texas
$245K -$15.4K -168 -6%
SIM
556
Seaview Investment Managers
Florida
$243K -$24K -262 -9%
WBCM
557
Wilson & Boucher Capital Management
California
$242K – – –
OSAM
558
O'Shaughnessy Asset Management
Connecticut
$242K +$70K +766 +45%
BWA
559
Burt Wealth Advisors
Maryland
$240K -$26.4K -289 -10%
SCA
560
Snowden Capital Advisors
New York
$239K +$226K +2,467 New
WH
561
Willner & Heller
California
$239K – – –
AWM
562
Avaii Wealth Management
Wisconsin
$235K – – –
PCMC
563
Private Capital Management (Colorado)
Colorado
$234K – – –
PWG
564
Portside Wealth Group
Utah
$229K +$216K +2,363 New
TAM
565
Tealwood Asset Management
Minnesota
$227K +$214K +2,343 New
Susquehanna International Group
566
Susquehanna International Group
Pennsylvania
$226K -$1.7M -18,622 -89%
RFC
567
Regions Financial Corp
Alabama
$224K -$3.84K -42 -2%
Nomura Asset Management
568
Nomura Asset Management
Japan
$221K – – –
MFG
569
Mosaic Financial Group
Illinois
$221K – – –
TYCC
570
Texas Yale Capital Corp
Florida
$218K +$206K +2,250 New
KFI
571
Key Financial Inc
Pennsylvania
$217K – – –
TNB
572
Thomasville National Bank
Georgia
$217K +$204K +2,234 New
TFP
573
Traction Financial Partners
Wyoming
$216K – – –
ASN
574
Advisory Services Network
Georgia
$215K – – –
MA
575
MONECO Advisors
Connecticut
$215K -$12.1K -132 -6%