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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
701
Valley Wealth Managers
New Jersey
$4.9K
MA
702
MCF Advisors
Kentucky
$3.34K
NMG
703
New Millennium Group
Utah
$2.73K
EWA
704
EverSource Wealth Advisors
Alabama
$1.8K
EPIM
705
Evelyn Partners Investment Management
$880
CT
706
Coastline Trust
Rhode Island
$528 -$138K -1,500 -100%
RFG
707
REAP Financial Group
Texas
$440
IAA
708
Independent Advisor Alliance
North Carolina
-$9.97M -107,509 Closed
BF
709
bLong Financial
Tennessee
-$4.93M -53,119 Closed
IA
710
IAM Advisory
Pennsylvania
-$4.4M -47,468 Closed
FSA
711
Financial Services Advisory
Maryland
-$3.6M -38,778 Closed
SWM
712
SFG Wealth Management
Maryland
-$3.17M -34,208 Closed
SI
713
SimpliFi Inc
California
-$2.52M -27,158 Closed
EFA
714
Edge Financial Advisors
Illinois
-$2.31M -24,922 Closed
MWM
715
Meridian Wealth Management
Kentucky
-$1.66M -17,937 Closed
MAS
716
MPWM Advisory Solutions
Georgia
-$1.59M -17,162 Closed
Citadel Advisors
717
Citadel Advisors
Florida
-$1.45M -15,758 Closed
CP
718
Castleview Partners
Texas
-$1.41M -15,304 Closed
WP
719
WMS Partners
Maryland
-$975K -10,516 Closed
SC
720
Scotia Capital
Ontario, Canada
-$830K -8,944 Closed
AWM
721
Accurate Wealth Management
Florida
-$644K -7,066 Closed
GS
722
GWN Securities
Florida
-$543K -5,663 Closed
QP
723
Quartz Partners
New York
-$486K -5,237 Closed
CRI
724
Colonial River Investments
Virginia
-$406K -4,374 Closed
WEG
725
World Equity Group
Illinois
-$389K -4,194 Closed