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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
676
Physician Wealth Advisors
Utah
$29.4K +$306 +3 +1%
DRP
677
Decker Retirement Planning
Utah
$29.3K
MCA
678
McGuire Capital Advisors
Oklahoma
$29.2K +$28.8K +282 New
EDRH
679
Edmond de Rothschild Holding
Switzerland
$28.7K
BCM
680
Basso Capital Management
Connecticut
$28K
NEWAS
681
N.E.W. Advisory Services
Wisconsin
$25.9K
IBOK
682
Independence Bank of Kentucky
Kentucky
$24.2K -$47.6K -466 -67%
GI
683
GAMMA Investing
California
$23.8K
IFS
684
Intelligent Financial Strategies
Minnesota
$23.1K
BTI
685
Blue Trust Inc
Georgia
$22.1K +$21.9K +214 New
GSWM
686
Golden State Wealth Management
California
$22.1K +$919 +9 +4%
CTWM
687
Cherry Tree Wealth Management
Minnesota
$21.6K
CP
688
Camelot Portfolios
Ohio
$21.1K +$20.8K +204 New
GEA
689
Glen Eagle Advisors
New Jersey
$20.9K +$102 +1 +0.5%
RMP
690
Richards, Merrill & Peterson
Washington
$20.7K
AWM
691
Angeles Wealth Management
California
$20.3K +$204 +2 +1%
Toronto Dominion Bank
692
Toronto Dominion Bank
Ontario, Canada
$20K +$19.9K +195 New
AW
693
Avion Wealth
Texas
$17K +$204 +2 +1%
SS
694
Sunbelt Securities
Texas
$16.8K
VanEck Associates
695
VanEck Associates
New York
$16K
KFGG
696
Keystone Financial Group (Georgia)
Georgia
$15.5K +$15.3K +150 New
Bessemer Group
697
Bessemer Group
New Jersey
$15K
RF
698
Rossby Financial
Florida
$14.3K -$6.13K -60 -30%
CT
699
Coastline Trust
Rhode Island
$14.3K +$13.5K +132 +2,200%
CCMI
700
Creative Capital Management Investments
California
$10.7K +$10.5K +103 New