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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$24.5M +$14.2M +177,762 +122%
OCM
52
One Capital Management
California
$24.3M -$2.46M -30,898 -9%
PS
53
Planned Solutions
California
$22.6M +$517K +6,488 +2%
PAWA
54
Palo Alto Wealth Advisors
California
$22.6M +$928K +11,648 +4%
SAM
55
Summit Asset Management
Tennessee
$21.3M +$473K +5,940 +2%
BAM
56
Beaumont Asset Management
Texas
$21.1M +$1.51M +18,925 +7%
VWA
57
Visionary Wealth Advisors
Illinois
$21.1M +$3.15M +39,590 +17%
MML Investors Services
58
MML Investors Services
Massachusetts
$20.7M +$7.49M +94,087 +53%
SI
59
Stephens Inc
Arkansas
$19.1M +$3.36M +42,180 +20%
Cerity Partners
60
Cerity Partners
New York
$18.4M -$6M -75,346 -24%
SPC
61
Sigma Planning Corp
Michigan
$18.2M +$3.89M +48,875 +26%
Truist Financial
62
Truist Financial
North Carolina
$18.1M +$5.41M +67,913 +40%
VWM
63
Valley Wealth Managers
New Jersey
$17.7M +$18.6M +233,906 New
MCM
64
MAI Capital Management
Ohio
$17.1M +$8.28M +103,969 +85%
AWM
65
Activest Wealth Management
Florida
$17M +$17.9M +224,322 New
SAF
66
Smith Anglin Financial
Texas
$17M -$741K -9,302 -4%
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.5M +$7.37M +92,497 +82%
CWAF
68
Core Wealth Advisors (Florida)
Florida
$15.5M +$1.56M +19,595 +11%
LC
69
Legacy CG
Texas
$15.4M +$16.2M +203,058 New
PWM
70
Provident Wealth Management
Tennessee
$14.1M -$281K -3,523 -2%
RC
71
Roundview Capital
New Jersey
$13.8M +$2.16M +27,102 +18%
BFA
72
Beaumont Financial Advisors
Massachusetts
$13.6M -$362K -4,543 -2%
KAS
73
Kestra Advisory Services
Texas
$13.3M +$4.43M +55,669 +46%
WP
74
WealthPLAN Partners
Nebraska
$13.2M +$2.76M +34,706 +25%
SWP
75
Stratos Wealth Partners
Ohio
$13.2M +$1.58M +19,845 +13%