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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
601
Sonoma Allocations
California
$226K +$220K +2,150 New
SPWM
602
Smith Partners Wealth Management
North Carolina
$224K +$220K +2,159 New
NWMG
603
National Wealth Management Group
Ohio
$223K +$220K +2,157 New
LSIA
604
LaSalle St. Investment Advisors
Illinois
$219K -$23.1K -226 -10%
SEI Investments
605
SEI Investments
Pennsylvania
$218K +$215K +2,105 New
AW
606
Alchemi Wealth
Connecticut
$217K +$214K +2,100 New
AWM
607
Avaii Wealth Management
Wisconsin
$214K +$511 +5 +0.2%
CCM
608
Coldstream Capital Management
Washington
$212K +$209K +2,051 New
PA
609
ProCore Advisors
California
$212K +$209K +2,045 New
LIA
610
Lynx Investment Advisory
District of Columbia
$212K +$209K +2,043 New
LWMNY
611
Landmark Wealth Management (New York)
New York
$211K +$208K +2,039 New
WFM
612
Wolff Financial Management
Michigan
$210K – – –
KIA
613
Kraematon Investment Advisors
Massachusetts
$210K +$817 +8 +0.4%
DFA
614
DHJJ Financial Advisors
Illinois
$208K -$11.6K -114 -5%
PCIA
615
Prime Capital Investment Advisors
Kansas
$206K +$203K +1,991 New
BEI
616
Benjamin Edwards Inc
Missouri
$205K +$202K +1,982 New
RFC
617
Regions Financial Corp
Alabama
$200K +$197K +1,933 New
GBWM
618
Granite Bay Wealth Management
New Hampshire
$200K +$197K +1,932 New
CVM
619
Cheviot Value Management
California
$196K – – –
MB
620
MidFirst Bank
Oklahoma
$193K +$190K +1,862 New
RFG
621
REAP Financial Group
Texas
$187K +$184K +1,804 +36,080%
GAFA
622
Garton & Associates Financial Advisors
Kentucky
$183K +$180K +1,765 New
ECA
623
Elevated Capital Advisors
Utah
$174K +$172K +1,681 New
KFI
624
Key Financial Inc
Pennsylvania
$168K -$10.4K -102 -6%
AG
625
AmeriFlex Group
Nevada
$164K -$162K -1,582 -50%