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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$26.5M -$12.5M -123,769 -33%
CI
52
Ceera Investments
Texas
$25.3M -$15.2M -150,017 -38%
Wealth Enhancement Advisory Services
53
Wealth Enhancement Advisory Services
Minnesota
$25M -$3.52M -34,797 -12%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$22.9M +$105K +1,040 +0.5%
KWM
55
KRM Wealth Management
Nevada
$22.9M +$1.39M +13,746 +7%
Creative Planning
56
Creative Planning
Kansas
$22.2M -$1.87M -18,501 -8%
BMM
57
Berkshire Money Management
Massachusetts
$22.2M -$130K -1,286 -0.6%
HTIM
58
Harbour Trust & Investment Management
Indiana
$21.6M +$390K +3,859 +2%
MML Investors Services
59
MML Investors Services
Massachusetts
$21.2M +$1.01M +9,959 +5%
AWG
60
Altus Wealth Group
Colorado
$20.5M +$101K +996 +0.5%
JJBC
61
James J. Burns & Company
New York
$20.2M +$1.21M +11,997 +7%
PFS
62
Prospera Financial Services
Texas
$20M -$1.36M -13,445 -7%
EWA
63
Etesian Wealth Advisors
Oregon
$19.4M -$987K -9,764 -5%
GCM
64
Graver Capital Management
Ohio
$19.4M -$546K -5,398 -3%
SF
65
Summit Financial
New Jersey
$18.8M -$3.47M -34,332 -16%
JP Morgan Chase
66
JP Morgan Chase
New York
$18.7M +$5.04M +49,808 +38%
BAM
67
Beaumont Asset Management
Texas
$18.6M -$731K -7,229 -4%
NEPWA
68
New England Private Wealth Advisors
Massachusetts
$17.1M -$829K -8,201 -5%
MCM
69
MAI Capital Management
Ohio
$16.6M -$523K -5,169 -3%
CWM
70
Cabot Wealth Management
Massachusetts
$16.4M +$6.42M +63,464 +68%
IA
71
IFP Advisors
Florida
$15.9M +$637K +6,301 +4%
HAS
72
HBW Advisory Services
California
$15.6M +$156K +1,547 +1%
Citigroup
73
Citigroup
New York
$15.1M -$1.37M -13,576 -9%
FMN
74
Financial Management Network
California
$15M -$33.3M -329,694 -70%
Mariner
75
Mariner
Kansas
$14.8M -$13.8M -136,378 -49%