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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Compton Capital Management
Rhode Island
$355K +$344K +8,975 New
RC
52
Roundview Capital
New Jersey
$342K +$19.2K +500 +6%
FA
53
FDx Advisors
Illinois
$333K -$295K -7,678 -48%
VKH
54
Virtu KCG Holdings
New York
$323K +$314K +8,174 New
AG
55
Advisor Group
Arizona
$319K +$127K +3,313 +70%
SEI Investments
56
SEI Investments
Pennsylvania
$307K +$288K +7,499 +2,830%
IA
57
IFP Advisors
Florida
$302K -$345K -8,992 -54%
PMG
58
ProVise Management Group
Florida
$298K -$42.2K -1,100 -13%
CAN
59
Cetera Advisor Networks
California
$296K +$287K +7,475 New
LWAC
60
Laurel Wealth Advisors (California)
California
$274K
EDRH
61
Edmond de Rothschild Holding
Switzerland
$265K
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$250K
SWM
63
SVA Wealth Management
Wisconsin
$249K
AA
64
Ancora Advisors
Ohio
$235K
WF
65
Welch & Forbes
Massachusetts
$217K +$2.88K +75 +1%
BCM
66
Beck Capital Management
Texas
$212K -$3.84K -100 -2%
CWM
67
Cornerstone Wealth Management
Missouri
$203K +$197K +5,122 New
SB
68
Suntrust Banks
Georgia
$202K +$196K +5,100 New
WA
69
WFG Advisors
Texas
$185K
US Bancorp
70
US Bancorp
Minnesota
$185K +$87.6K +2,281 +96%
Creative Planning
71
Creative Planning
Kansas
$179K -$790K -20,582 -82%
ADL
72
Asset Dedication LLC
California
$154K +$149K +3,882 New
SF
73
Synovus Financial
Georgia
$116K +$111K +2,900 New
JP Morgan Chase
74
JP Morgan Chase
New York
$62K +$60.6K +1,580 New
FBT
75
First Bank & Trust
South Dakota
$52K +$50.1K +1,305 New