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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Provident Wealth Management
Tennessee
$11.9M +$1.46M +21,736 +12%
AWA
52
Alaska Wealth Advisors
Alaska
$11.1M +$1.26M +18,752 +11%
DC
53
Davenport & Co
Virginia
$10.9M +$262K +3,890 +2%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$10M +$4.68M +69,607 +71%
VWA
55
Visionary Wealth Advisors
Illinois
$9.94M +$459K +6,826 +4%
DAS
56
Dynamic Advisor Solutions
Arizona
$9.66M +$155K +2,304 +1%
DC
57
Darrow Company
Massachusetts
$9.42M -$762K -11,332 -7%
MML Investors Services
58
MML Investors Services
Massachusetts
$9.39M -$714K -10,618 -6%
SI
59
Stephens Inc
Arkansas
$9.39M +$259K +3,853 +3%
SPIA
60
Steward Partners Investment Advisory
New York
$9.08M +$1.74M +25,943 +21%
Truist Financial
61
Truist Financial
North Carolina
$8.77M +$82.6K +1,229 +0.8%
AA
62
Apriem Advisors
California
$8.09M -$21.4K -318 -0.2%
ES
63
Eagle Strategies
New York
$7.98M +$284K +4,229 +3%
UFA
64
US Financial Advisors
Massachusetts
$7.96M +$671K +9,978 +8%
AOG
65
Alpha Omega Group
Virginia
$7.39M -$1.53M -22,741 -16%
SPC
66
Sigma Planning Corp
Michigan
$7.21M +$1.33M +19,825 +20%
ZIG
67
Zurich Insurance Group
Switzerland
$7.17M -$3.53M -52,530 -30%
BFA
68
Buttonwood Financial Advisors
Maryland
$7.07M +$1.77M +26,334 +29%
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.9M +$240K +3,565 +3%
RC
70
Roundview Capital
New Jersey
$6.84M +$466K +6,934 +6%
FSA
71
Financial Sense Advisors
California
$6.79M -$328K -4,877 -4%
CJFS
72
Coulter & Justus Financial Services
Tennessee
$6.42M -$476K -7,085 -6%
GWM
73
Geneos Wealth Management
Colorado
$6.33M +$6.66M +99,032 +1,524%
SEEDPG
74
S.E.E.D. Planning Group
New York
$6.25M +$1.31M +19,532 +23%
ACS
75
Archford Capital Strategies
Illinois
$5.83M -$63.5K -944 -1%