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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PI
51
PFS Investments
Georgia
$17.2M -$625K -8,802 -4%
LFAS
52
Level Four Advisory Services
Texas
$15.4M +$354K +4,989 +2%
AWM
53
Activest Wealth Management
Florida
$14.7M -$9.71M -136,729 -40%
PWM
54
Provident Wealth Management
Tennessee
$14.6M -$26.5K -373 -0.2%
SI
55
Stephens Inc
Arkansas
$14M +$671K +9,450 +5%
GWM
56
Geneos Wealth Management
Colorado
$12.6M +$4.86M +68,500 +67%
SMG
57
Smart Money Group
Texas
$12.6M +$11.9M +168,306 New
WP
58
WealthPLAN Partners
Nebraska
$12.5M -$6.13M -86,425 -34%
Truist Financial
59
Truist Financial
North Carolina
$12.4M +$984K +13,859 +9%
DC
60
Darrow Company
Massachusetts
$12.2M +$412K +5,805 +4%
VWA
61
Visionary Wealth Advisors
Illinois
$12.1M -$111K -1,557 -0.9%
DAS
62
Dynamic Advisor Solutions
Arizona
$12M +$84.2K +1,186 +0.7%
Janney Montgomery Scott
63
Janney Montgomery Scott
Pennsylvania
$11.7M -$3.41M -48,087 -23%
CAN
64
Cetera Advisor Networks
California
$11.5M +$135K +1,898 +1%
DC
65
Davenport & Co
Virginia
$11.4M -$1.53M -21,499 -12%
SPIA
66
Steward Partners Investment Advisory
New York
$11.1M +$275K +3,869 +3%
ES
67
Eagle Strategies
New York
$10.8M +$993K +13,988 +11%
UFA
68
US Financial Advisors
Massachusetts
$10.4M +$341K +4,798 +4%
SEEDPG
69
S.E.E.D. Planning Group
New York
$9.9M +$687K +9,678 +8%
AA
70
Apriem Advisors
California
$9.88M -$43.8K -617 -0.5%
AIP
71
Ahrens Investment Partners
Louisiana
$9.65M -$1.08M -15,170 -10%
Creative Planning
72
Creative Planning
Kansas
$9.47M +$466K +6,559 +5%
AOG
73
Alpha Omega Group
Virginia
$9.36M -$109K -1,535 -1%
BFA
74
Buttonwood Financial Advisors
Maryland
$9.22M +$455K +6,416 +5%
MML Investors Services
75
MML Investors Services
Massachusetts
$9.05M -$2.45M -34,528 -22%