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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SSWM
676
Sheets Smith Wealth Management
North Carolina
– -$987K -10,981 Closed
HA
677
Herold Advisors
New York
– -$969K -10,776 Closed
JCM
678
Jacobi Capital Management
Pennsylvania
– -$576K -6,412 Closed
KFGK
679
Keystone Financial Group (Kentucky)
Kentucky
– -$498K -5,540 Closed
LAS
680
Lloyd Advisory Services
Georgia
– -$485K -5,400 Closed
CCM
681
Ciovacco Capital Management
Georgia
– -$446K -4,960 Closed
C
682
CEDRUS
Colorado
– -$313K -3,483 Closed
SWA
683
Strategies Wealth Advisors
Michigan
– -$265K -2,946 Closed
TAM
684
Tealwood Asset Management
Minnesota
– -$242K -2,687 Closed
PCIA
685
Prime Capital Investment Advisors
Kansas
– -$240K -2,670 Closed
PCA
686
Pallas Capital Advisors
Massachusetts
– -$222K -2,471 Closed
GM
687
GeoWealth Management
Illinois
– -$218K -2,422 Closed
PWG
688
Portside Wealth Group
Utah
– -$212K -2,363 Closed
CA
689
Calton & Associates
Florida
– -$204K -2,274 Closed
TYCC
690
Texas Yale Capital Corp
Florida
– -$202K -2,250 Closed
TNB
691
Thomasville National Bank
Georgia
– -$201K -2,234 Closed
IPW
692
Impact Partnership Wealth
Georgia
– -$95.6K -1,063 Closed
SFC
693
SYM Financial Corp
Indiana
– -$62.9K -700 Closed
SMA
694
Sage Mountain Advisors
Georgia
– -$50.3K -559 Closed
N
695
Natixis
France
– -$34.4K -383 Closed
PCA
696
Providence Capital Advisors
North Carolina
– -$24.8K -276 Closed
WT
697
Washington Trust
Rhode Island
– -$10.2K -113 Closed
KIG
698
Kessler Investment Group
Indiana
– -$8.99K -100 Closed
WIC
699
Woodmont Investment Counsel
Tennessee
– -$7.28K -81 Closed
HT
700
Headlands Technologies
Illinois
– -$6.92K -77 Closed