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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
51
Avalon Capital Management
California
$2.64M -$79.5K -1,622 -3%
IWM
52
IHT Wealth Management
Illinois
$2.4M -$30.7K -627 -1%
MML Investors Services
53
MML Investors Services
Massachusetts
$2.28M -$14.6K -298 -0.7%
TP
54
Tranquility Partners
Tennessee
$2.27M +$19.7K +401 +0.9%
FAIM
55
Financial Advocates Investment Management
Washington
$2.26M +$1.16M +23,702 +111%
MC
56
Moors & Cabot
Massachusetts
$2.17M +$291K +5,935 +16%
Citigroup
57
Citigroup
New York
$1.9M +$53.6K +1,093 +3%
11A
58
10-15 Associates
New York
$1.75M +$286K +5,842 +20%
TPWA
59
TRUE Private Wealth Advisors
Oregon
$1.72M -$3.23K -66 -0.2%
GTAM
60
Global Trust Asset Management
Florida
$1.52M +$597K +12,189 +68%
WS
61
Wedbush Securities
California
$1.51M -$105K -2,138 -7%
GC
62
Gilbert & Cook
Iowa
$1.48M -$22.5K -460 -2%
MCM
63
Mengis Capital Management
Oregon
$1.45M
PMG
64
ProVise Management Group
Florida
$1.37M +$237K +4,840 +22%
VWA
65
V Wealth Advisors
Kansas
$1.2M +$1.18M +23,987 New
VWM
66
Venturi Wealth Management
Texas
$1.18M
PS
67
Portfolio Strategies
New York
$1.18M +$829K +16,905 +259%
PAS
68
Partnervest Advisory Services
California
$1.14M -$19.9K -406 -2%
PP
69
Professional Planning
California
$1.13M -$33.7K -687 -3%
FAAS
70
First Allied Advisory Services
California
$1.13M +$135K +2,750 +14%
BFO
71
Boston Family Office
Massachusetts
$1.13M +$53.6K +1,093 +5%
RC
72
Roundview Capital
New Jersey
$1.12M +$173K +3,531 +19%
GIA
73
Gladstone Institutional Advisory
Florida
$1.09M -$30.7K -627 -3%
AI
74
Atria Investments
North Carolina
$1.08M +$153K +3,115 +17%
HighTower Advisors
75
HighTower Advisors
Illinois
$1.08M +$234K +4,769 +29%