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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NWMG
601
National Wealth Management Group
Ohio
$223K +$220K +2,157 New
LSIA
602
LaSalle St. Investment Advisors
Illinois
$219K -$23.1K -226 -10%
SEI Investments
603
SEI Investments
Pennsylvania
$218K +$215K +2,105 New
AW
604
Alchemi Wealth
Connecticut
$217K +$214K +2,100 New
AWM
605
Avaii Wealth Management
Wisconsin
$214K +$511 +5 +0.2%
CCM
606
Coldstream Capital Management
Washington
$212K +$209K +2,051 New
PA
607
ProCore Advisors
California
$212K +$209K +2,045 New
LIA
608
Lynx Investment Advisory
District of Columbia
$212K +$209K +2,043 New
LWMNY
609
Landmark Wealth Management (New York)
New York
$211K +$208K +2,039 New
WFM
610
Wolff Financial Management
Michigan
$210K
KIA
611
Kraematon Investment Advisors
Massachusetts
$210K +$817 +8 +0.4%
DFA
612
DHJJ Financial Advisors
Illinois
$208K -$11.6K -114 -5%
PCIA
613
Prime Capital Investment Advisors
Kansas
$206K +$203K +1,991 New
BEI
614
Benjamin Edwards Inc
Missouri
$205K +$202K +1,982 New
RFC
615
Regions Financial Corp
Alabama
$200K +$197K +1,933 New
GBWM
616
Granite Bay Wealth Management
New Hampshire
$200K +$197K +1,932 New
CVM
617
Cheviot Value Management
California
$196K
MB
618
MidFirst Bank
Oklahoma
$193K +$190K +1,862 New
RFG
619
REAP Financial Group
Texas
$187K +$184K +1,804 +36,080%
GAFA
620
Garton & Associates Financial Advisors
Kentucky
$183K +$180K +1,765 New
ECA
621
Elevated Capital Advisors
Utah
$174K +$172K +1,681 New
KFI
622
Key Financial Inc
Pennsylvania
$168K -$10.4K -102 -6%
AG
623
AmeriFlex Group
Nevada
$164K -$162K -1,582 -50%
CA
624
CoreCap Advisors
Michigan
$160K -$613 -6 -0.4%
HHCP
625
Hilton Head Capital Partners
South Carolina
$155K +$153K +1,500 New