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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TNB
601
Thomasville National Bank
Georgia
$207K
TFP
602
Traction Financial Partners
Wyoming
$206K
CA
603
Calton & Associates
Florida
$206K -$500K -5,188 -70%
BW
604
BIP Wealth
Georgia
$205K
AWM
605
Avaii Wealth Management
Wisconsin
$202K -$23.2K -241 -10%
PCA
606
Prosperity Capital Advisors
Ohio
$202K +$210K +2,180 New
HCM
607
Hall Capital Management
Rhode Island
$201K +$209K +2,172 New
BlackRock
608
BlackRock
New York
$200K +$87.7K +910 +73%
FWM
609
FLP Wealth Management
Arkansas
$197K +$204K +2,120 New
PA
610
Parallel Advisors
California
$191K +$10.9K +113 +6%
VHAM
611
Van Hulzen Asset Management
California
$181K +$188K +1,956 New
HIIFS
612
Harel Insurance Investments & Financial Services
Israel
$176K +$116K +1,200 +171%
PFA
613
Pathway Financial Advisers
Indiana
$168K +$96 +1 +0.1%
AW
614
Avion Wealth
Texas
$165K +$156K +1,622 +989%
RIL
615
Rothschild Investment LLC
Illinois
$160K
JFGIW
616
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$143K
CT
617
Coastline Trust
Rhode Island
$140K
WI
618
Wintrust Investments
Illinois
$136K
CA
619
Crewe Advisors
Utah
$130K -$70K -727 -34%
BBHC
620
Brown Brothers Harriman & Co
New York
$124K -$79.5K -825 -38%
OC
621
Oakworth Capital
Alabama
$119K +$124K +1,283 New
IWP
622
IAG Wealth Partners
Wisconsin
$113K +$2.89K +30 +3%
PAI
623
Pittenger & Anderson Inc
Nebraska
$111K
MDA
624
Minot DeBlois Advisors
Massachusetts
$105K +$109K +1,135 New
FPB
625
First PREMIER Bank
South Dakota
$99K