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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
701
Pineridge Advisors
Missouri
$5.44K – – –
VWM
702
Valley Wealth Managers
New Jersey
$4.9K – – –
MA
703
MCF Advisors
Kentucky
$3.34K – – –
NMG
704
New Millennium Group
Utah
$2.73K – – –
EWA
705
EverSource Wealth Advisors
Alabama
$1.8K – – –
EPIM
706
Evelyn Partners Investment Management
$880 – – –
CT
707
Coastline Trust
Rhode Island
$528 -$138K -1,500 -100%
RFG
708
REAP Financial Group
Texas
$440 – – –
IAA
709
Independent Advisor Alliance
North Carolina
– -$9.97M -107,509 Closed
BF
710
bLong Financial
Tennessee
– -$4.93M -53,119 Closed
IA
711
IAM Advisory
Pennsylvania
– -$4.4M -47,468 Closed
FSA
712
Financial Services Advisory
Maryland
– -$3.6M -38,778 Closed
SWM
713
SFG Wealth Management
Maryland
– -$3.17M -34,208 Closed
SI
714
SimpliFi Inc
California
– -$2.52M -27,158 Closed
EFA
715
Edge Financial Advisors
Illinois
– -$2.31M -24,922 Closed
MWM
716
Meridian Wealth Management
Kentucky
– -$1.66M -17,937 Closed
MAS
717
MPWM Advisory Solutions
Georgia
– -$1.59M -17,162 Closed
Citadel Advisors
718
Citadel Advisors
Florida
– -$1.45M -15,758 Closed
CP
719
Castleview Partners
Texas
– -$1.41M -15,304 Closed
WP
720
WMS Partners
Maryland
– -$975K -10,516 Closed
SC
721
Scotia Capital
Ontario, Canada
– -$830K -8,944 Closed
AWM
722
Accurate Wealth Management
Florida
– -$644K -7,066 Closed
GS
723
GWN Securities
Florida
– -$543K -5,663 Closed
QP
724
Quartz Partners
New York
– -$486K -5,237 Closed
CRI
725
Colonial River Investments
Virginia
– -$406K -4,374 Closed