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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
601
Diversify Wealth Management
Utah
$218K -$87.7K -867 -30%
DAS
602
Diversify Advisory Services
Utah
$218K +$208K +2,056 New
AW
603
Alchemi Wealth
Connecticut
$218K – – –
AFO
604
Arrowroot Family Office
California
$216K +$210K +2,076 New
FCH
605
Freestone Capital Holdings
Washington
$216K -$101 -1 -0%
AWM
606
Avaii Wealth Management
Wisconsin
$215K +$209K +2,066 New
TCIIS
607
TIAA-CREF Individual & Institutional Services
New York
$214K +$208K +2,062 New
MWA
608
Medallion Wealth Advisors
Connecticut
$213K -$7.58K -75 -4%
UIM
609
Unified Investment Management
Georgia
$213K +$207K +2,044 New
LIA
610
Lynx Investment Advisory
District of Columbia
$212K +$207K +2,043 New
MWA
611
Midland Wealth Advisors
Illinois
$212K +$206K +2,036 New
SOS
612
Silver Oak Securities
Tennessee
$212K -$7.08K -70 -3%
PF
613
Phoenix Financial
Israel
$211K +$205K +2,030 New
WFM
614
Wolff Financial Management
Michigan
$211K +$205K +2,029 New
LWMNY
615
Landmark Wealth Management (New York)
New York
$209K +$203K +2,012 New
LSIA
616
LaSalle St. Investment Advisors
Illinois
$208K -$12.2K -121 -6%
PCM
617
Prelude Capital Management
New York
$208K +$202K +2,000 New
KDA
618
Kraft Davis & Associates
Missouri
$201K -$168K -1,666 -46%
GBWM
619
Granite Bay Wealth Management
New Hampshire
$201K +$195K +1,932 New
SDH
620
Sloy Dahl & Holst
Washington
$200K +$195K +1,925 New
CVM
621
Cheviot Value Management
California
$198K +$4.95K +49 +3%
MB
622
MidFirst Bank
Oklahoma
$194K – – –
IA
623
IFG Advisory
Georgia
$187K +$173K +1,707 +1,918%
ECA
624
Elevated Capital Advisors
Utah
$173K -$202 -2 -0.1%
KFI
625
Key Financial Inc
Pennsylvania
$173K +$3.44K +34 +2%
23 24
25
26 27