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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$31M +$860K +9,899 +3%
GCM
52
G2 Capital Management
Ohio
$30M +$1.16M +13,317 +4%
SMG
53
Smart Money Group
Texas
$29.9M -$271K -3,122 -0.9%
TF
54
Tompkins Financial
New York
$29.8M +$860K +9,899 +3%
AAS
55
Avantax Advisory Services
Texas
$29.5M +$20.4M +234,277 +220%
EWA
56
EP Wealth Advisors
California
$29.4M -$315K -3,625 -1%
SAM
57
Summit Asset Management
Tennessee
$28.9M +$1.78M +20,480 +7%
PAWA
58
Palo Alto Wealth Advisors
California
$27.5M -$336K -3,862 -1%
SPIA
59
Steward Partners Investment Advisory
New York
$26.9M +$320K +3,683 +1%
GWM
60
Geneos Wealth Management
Colorado
$26.6M -$2.42M -27,867 -8%
BFA
61
Beaumont Financial Advisors
Massachusetts
$26.3M -$358K -4,123 -1%
PS
62
Planned Solutions
California
$25.5M -$134K -1,544 -0.5%
LFAS
63
Level Four Advisory Services
Texas
$25M -$6.5M -74,807 -21%
VWA
64
Visionary Wealth Advisors
Illinois
$24.4M -$578K -6,651 -2%
BAM
65
Beaumont Asset Management
Texas
$24.1M +$381K +4,385 +2%
MWM
66
MinichMacGregor Wealth Management
New York
$23.8M +$2.64M +30,429 +12%
MML Investors Services
67
MML Investors Services
Massachusetts
$21.7M -$5.91M -67,975 -21%
SWP
68
Stratos Wealth Partners
Ohio
$21.6M +$904K +10,401 +4%
NEPWA
69
New England Private Wealth Advisors
Massachusetts
$21.2M -$79.6K -916 -0.4%
BMM
70
Berkshire Money Management
Massachusetts
$20.4M +$774K +8,905 +4%
AWM
71
Activest Wealth Management
Florida
$20.2M -$1.62M -18,627 -7%
DC
72
Davenport & Co
Virginia
$20.2M +$44.4K +511 +0.2%
DCM
73
Davidson Capital Management
Texas
$20.2M -$39.5M -454,999 -66%
DA
74
Drake & Associates
Wisconsin
$20.1M +$424K +4,875 +2%
AI
75
Atria Investments
North Carolina
$20M +$14.2M +163,992 +244%
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