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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
51
Summit Asset Management
Tennessee
$16.6M +$1.92M +29,667 +13%
PI
52
PFS Investments
Georgia
$15.9M +$82.2K +1,267 +0.5%
SAF
53
Smith Anglin Financial
Texas
$15.7M -$572K -8,826 -4%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$15.6M +$601K +9,263 +4%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$13.4M +$2.54M +39,167 +23%
LFAS
56
Level Four Advisory Services
Texas
$13.2M -$1.59M -24,585 -11%
PWM
57
Provident Wealth Management
Tennessee
$12.9M -$26.7K -411 -0.2%
FSA
58
Financial Sense Advisors
California
$12.2M +$4.84M +74,643 +66%
SI
59
Stephens Inc
Arkansas
$11.7M +$1.53M +23,611 +15%
DC
60
Davenport & Co
Virginia
$11.5M -$300K -4,618 -3%
VWA
61
Visionary Wealth Advisors
Illinois
$10.8M -$1.17K -18 -0%
DAS
62
Dynamic Advisor Solutions
Arizona
$10.4M -$2.72K -42 -0%
DC
63
Darrow Company
Massachusetts
$10.4M +$183K +2,827 +2%
MML Investors Services
64
MML Investors Services
Massachusetts
$10.2M +$43.2K +666 +0.4%
Truist Financial
65
Truist Financial
North Carolina
$10M +$549K +8,458 +6%
CAN
66
Cetera Advisor Networks
California
$9.96M +$6.07M +93,626 +156%
SPIA
67
Steward Partners Investment Advisory
New York
$9.52M -$295K -4,556 -3%
AIP
68
Ahrens Investment Partners
Louisiana
$9.47M +$3.6M +55,544 +62%
UFA
69
US Financial Advisors
Massachusetts
$8.81M +$190K +2,936 +2%
AA
70
Apriem Advisors
California
$8.73M -$21.1K -326 -0.2%
ES
71
Eagle Strategies
New York
$8.61M -$20.2K -312 -0.2%
AOG
72
Alpha Omega Group
Virginia
$8.33M +$332K +5,117 +4%
SEEDPG
73
S.E.E.D. Planning Group
New York
$8.08M +$1.32M +20,310 +20%
Creative Planning
74
Creative Planning
Kansas
$7.9M +$4.21M +64,887 +114%
SPC
75
Sigma Planning Corp
Michigan
$7.7M -$102K -1,580 -1%