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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
701
Twin Peaks Wealth Advisors
California
$9.09K +$9.74K +94 New
SEP
702
Signature Equity Partners
Ohio
$8.99K – – –
IA
703
IFG Advisory
Georgia
$8.61K +$9.22K +89 New
EWP
704
Elevation Wealth Partners
California
$8.22K – – –
BIAS
705
Beacon Investment Advisory Services
New Jersey
$8.22K +$8.81K +85 New
SS
706
SBI Securities
Japan
$8.12K +$3.11K +30 +56%
AIC
707
Archer Investment Corporation
Indiana
$8.03K – – –
CNBT
708
Cornerstone National Bank & Trust
Illinois
$7.43K – – –
OAJ
709
Ogorek Anthony Joseph
New York
$7K – – –
DJSG
710
D.J. St. Germain
Massachusetts
$6.29K +$6.74K +65 New
PIS
711
POM Investment Strategies
North Carolina
$5.42K +$5.8K +56 New
RF
712
RetireMitten Financial
Michigan
$5.32K +$5.7K +55 New
FFL
713
Financial Freedom LLC
Ohio
$5.22K +$5.6K +54 New
GG
714
Gleason Group
Kentucky
$4.83K +$5.18K +50 New
MCRM
715
Midway Capital Research & Management
Illinois
$3.87K +$4.15K +40 New
ASCM
716
Adkins Seale Capital Management
Louisiana
$3.77K +$4.04K +39 New
HPC
717
HM Payson & Co
Maine
$3.19K – – –
BA
718
Ballast Advisors
Minnesota
$2.8K +$3.01K +29 New
LA
719
LM Advisors
California
$2.74K +$2.28K +22 +9%
GWS
720
Greykasell Wealth Strategies
California
$1.76K – – –
BL
721
BFSG LLC
California
$1.55K -$829 -8 -33%
CBT
722
Crews Bank & Trust
Florida
$1.55K – – –
OCM
723
Orion Capital Management
California
$1.35K – – –
BWM
724
Bullock Wealth Management
Indiana
$1.25K – – –
EPIM
725
Evelyn Partners Investment Management
$967 – – –
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