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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$227K +$219K +6,370 New
DC
52
Davenport & Co
Virginia
$224K +$222K +6,453 New
SWM
53
SVA Wealth Management
Wisconsin
$219K – – –
AA
54
Ancora Advisors
Ohio
$208K +$205K +5,961 New
BCM
55
Beck Capital Management
Texas
$202K -$4.13K -120 -2%
Creative Planning
56
Creative Planning
Kansas
$172K +$4.34K +126 +3%
WA
57
WFG Advisors
Texas
$162K +$1.03K +30 +0.6%
ADL
58
Asset Dedication LLC
California
$135K +$134K +3,882 New
AG
59
Advisor Group
Arizona
$124K +$59.7K +1,732 +94%
WEC
60
Winslow Evans & Crocker
Massachusetts
$90.6K – – –
US Bancorp
61
US Bancorp
Minnesota
$83K – – –
KKAMG
62
Kernodle & Katon Asset Management Group
Arkansas
$57K – – –
BIG
63
Bellwether Investment Group
Tennessee
$36K +$35.5K +1,031 New
SSB
64
Sandy Spring Bank
Maryland
$28K – – –
MIFH
65
Migdal Insurance & Financial Holdings
Israel
$23K +$22.7K +660 New
SEI Investments
66
SEI Investments
Pennsylvania
$18K – – –
RFM
67
Royal Fund Management
Florida
$17K +$17.2K +499 New
NFG
68
Next Financial Group
Texas
$12K – – –
PK
69
Pflug Koory
Nebraska
$12K +$12.3K +356 New
PG
70
Patten Group
Tennessee
$11K – – –
BFEC
71
Benjamin F. Edwards & Company
Missouri
$10K – – –
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$10K +$9.92K +288 New
BlackRock
73
BlackRock
New York
$9K +$7.58K +220 +537%
JP Morgan Chase
74
JP Morgan Chase
New York
$7K +$6.89K +200 New
PSUF
75
People's United Financial
Connecticut
$6K – – –