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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
Stephens Inc
Arkansas
$33.4M +$1.81M +21,092 +6%
HG
52
Harbor Group
New Hampshire
$31.7M +$1.17M +13,627 +4%
Cerity Partners
53
Cerity Partners
New York
$31.3M +$394K +4,596 +1%
LFAS
54
Level Four Advisory Services
Texas
$30.9M +$457K +5,323 +1%
EWA
55
EP Wealth Advisors
California
$30.8M +$15.7M +183,396 +115%
GWM
56
Geneos Wealth Management
Colorado
$30.1M +$334K +3,897 +1%
TF
57
Tompkins Financial
New York
$30.1M +$1.52M +17,738 +6%
GCM
58
G2 Capital Management
Ohio
$29.9M +$216K +2,515 +0.8%
PAWA
59
Palo Alto Wealth Advisors
California
$28.9M +$1.43M +16,615 +5%
MML Investors Services
60
MML Investors Services
Massachusetts
$28.7M +$2.81M +32,720 +11%
SMG
61
Smart Money Group
Texas
$28.2M -$1.21M -14,161 -4%
SAM
62
Summit Asset Management
Tennessee
$28.2M +$2.43M +28,376 +10%
BFA
63
Beaumont Financial Advisors
Massachusetts
$27.7M +$5.92M +68,986 +29%
SPIA
64
Steward Partners Investment Advisory
New York
$27.6M +$11.9M +138,792 +83%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$27.5M -$475K -5,536 -2%
PS
66
Planned Solutions
California
$26.6M +$140K +1,628 +0.6%
VWA
67
Visionary Wealth Advisors
Illinois
$26M +$1.46M +16,966 +6%
BAM
68
Beaumont Asset Management
Texas
$24.7M +$81.8K +953 +0.3%
Citigroup
69
Citigroup
New York
$22.8M +$7.42M +86,472 +52%
AWM
70
Activest Wealth Management
Florida
$22.6M +$676K +7,884 +3%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$22.2M +$3.13M +36,458 +17%
NEPWA
72
New England Private Wealth Advisors
Massachusetts
$22.1M +$181K +2,115 +0.9%
SPC
73
Sigma Planning Corp
Michigan
$21.8M +$10.3M +120,020 +98%
MWM
74
MinichMacGregor Wealth Management
New York
$21.8M +$2.28M +26,596 +12%
MCM
75
MAI Capital Management
Ohio
$21.6M -$1.21M -14,087 -6%