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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Apexium Financial
Texas
$12.7M +$13.8K +187 +0.1%
MML Investors Services
52
MML Investors Services
Massachusetts
$12.4M -$7.4M -100,455 -38%
VWA
53
Visionary Wealth Advisors
Illinois
$12.1M +$400K +5,433 +3%
DC
54
Darrow Company
Massachusetts
$11.8M +$325K +4,408 +3%
SI
55
Stephens Inc
Arkansas
$11.4M +$256K +3,475 +2%
PWM
56
Provident Wealth Management
Tennessee
$11.4M +$58.4K +793 +0.5%
Truist Financial
57
Truist Financial
North Carolina
$11.2M -$168K -2,280 -2%
AA
58
Apriem Advisors
California
$10.4M +$174K +2,365 +2%
WAM
59
WNY Asset Management
New York
$10.4M -$62.9K -853 -0.6%
AOG
60
Alpha Omega Group
Virginia
$10.3M +$378K +5,135 +4%
AWM
61
Activest Wealth Management
Florida
$10.3M -$744K -10,102 -7%
SPIA
62
Steward Partners Investment Advisory
New York
$9.86M +$122K +1,660 +1%
LWM
63
Lionsbridge Wealth Management
Florida
$9.57M -$426K -5,776 -4%
DAS
64
Dynamic Advisor Solutions
Arizona
$9.51M -$3.5M -47,467 -27%
ZIG
65
Zurich Insurance Group
Switzerland
$9.39M -$216K -2,927 -2%
FSA
66
Financial Services Advisory
Maryland
$9.03M -$13M -175,770 -59%
UFA
67
US Financial Advisors
Massachusetts
$9.02M -$2.05M -27,870 -19%
FC
68
Ferris Capital
Massachusetts
$8.44M +$282K +3,821 +3%
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.25M +$263K +3,565 +3%
ES
70
Eagle Strategies
New York
$8.03M +$1.91M +25,868 +32%
JP Morgan Chase
71
JP Morgan Chase
New York
$7.49M -$2.72M -36,932 -27%
RC
72
Roundview Capital
New Jersey
$7.46M +$892K +12,103 +14%
GVAG
73
Great Valley Advisor Group
Delaware
$7.23M +$152K +2,069 +2%
MCM
74
MAI Capital Management
Ohio
$7.07M +$1.75M +23,773 +34%
DP
75
Denver PWM
Colorado
$6.91M +$123K +1,675 +2%