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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
601
Elevation Wealth Partners
California
$6.45K – – –
CAM
602
Creekmur Asset Management
Illinois
$6.42K +$5.9K +76 New
ITIM
603
Indiana Trust & Investment Management
Indiana
$6.11K +$5.59K +72 New
NB
604
NBT Bank
New York
$5.26K +$4.82K +62 New
GI
605
Gradient Investments
Minnesota
$5.18K +$1.24K +16 +36%
BWM
606
Baystate Wealth Management
Massachusetts
$4.44K +$78 +1 +2%
CHA
607
Carmichael Hill & Associates
Maryland
$3.65K – – –
OP
608
ORG Partners
Indiana
$3.11K +$2.8K +36 New
EWA
609
EverSource Wealth Advisors
Alabama
$3.07K +$1.55K +20 +125%
Simplex Trading
610
Simplex Trading
Illinois
$3K +$2.87K +37 New
NMG
611
New Millennium Group
Utah
$2.89K -$1.67M -21,448 -100%
HGA
612
Hobbs Group Advisors
South Carolina
$2.6K +$2.41K +31 New
BAM
613
Byrne Asset Management
New Jersey
$2.55K +$2.33K +30 New
BIA
614
Bell Investment Advisors
California
$2.46K +$2.25K +29 New
LPP
615
Life Planning Partners
Florida
$849 +$777 +10 New
MFG
616
Mendota Financial Group
Wisconsin
$425 – – –
RCM
617
Raleigh Capital Management
North Carolina
$83 +$78 +1 New
AIP
618
Almanack Investment Partners
Pennsylvania
– -$9.96M -131,389 Closed
PSCM
619
Per Stirling Capital Management
Texas
– -$9.14M -120,481 Closed
BSG
620
Black Swift Group
Colorado
– -$5.5M -72,530 Closed
RSWM
621
Robertson Stephens Wealth Management
California
– -$5.43M -71,576 Closed
JWM
622
Jackson Wealth Management
Florida
– -$5.3M -69,835 Closed
GS
623
GTS Securities
Florida
– -$4.66M -61,463 Closed
KAS
624
KPP Advisory Services
Kentucky
– -$3.06M -40,371 Closed
ARC
625
Advisor Resource Council
Texas
– -$3.04M -40,080 Closed