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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMG
51
Smart Money Group
Texas
$29.2M -$841K -10,827 -3%
Cerity Partners
52
Cerity Partners
New York
$29.1M +$7.78M +100,182 +41%
HG
53
Harbor Group
New Hampshire
$28.8M +$26.4M +339,534 New
GWM
54
Geneos Wealth Management
Colorado
$28.1M +$429K +5,527 +2%
GCM
55
G2 Capital Management
Ohio
$28M -$665K -8,568 -3%
FIBT
56
First International Bank & Trust
North Dakota
$27.5M +$25.2M +324,153 New
TF
57
Tompkins Financial
New York
$26.9M +$24.6M +316,523 New
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$26.4M -$1.9M -24,484 -7%
PAWA
59
Palo Alto Wealth Advisors
California
$25.9M +$578K +7,440 +3%
PS
60
Planned Solutions
California
$25M -$268K -3,453 -1%
MML Investors Services
61
MML Investors Services
Massachusetts
$24.3M +$1.08M +13,881 +5%
SAM
62
Summit Asset Management
Tennessee
$24.2M +$327K +4,212 +1%
BAM
63
Beaumont Asset Management
Texas
$23.2M -$396K -5,096 -2%
VWA
64
Visionary Wealth Advisors
Illinois
$23.1M -$500K -6,437 -2%
MCM
65
MAI Capital Management
Ohio
$21.6M +$2.21M +28,438 +13%
NEPWA
66
New England Private Wealth Advisors
Massachusetts
$20.7M +$5.48M +70,630 +41%
AWM
67
Activest Wealth Management
Florida
$20.7M +$1.52M +19,520 +9%
VWM
68
Valley Wealth Managers
New Jersey
$20.6M +$696K +8,969 +4%
BFA
69
Beaumont Financial Advisors
Massachusetts
$20.3M +$4.67M +60,133 +34%
Truist Financial
70
Truist Financial
North Carolina
$20.1M -$140K -1,800 -0.8%
MWM
71
MinichMacGregor Wealth Management
New York
$18.4M +$16.9M +217,310 New
RC
72
Roundview Capital
New Jersey
$18.4M +$2.76M +35,493 +20%
DA
73
Drake & Associates
Wisconsin
$18.3M +$16.7M +215,469 New
LC
74
Legacy CG
Texas
$17.9M +$577K +7,434 +4%
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$17.8M +$2.87M +37,009 +21%