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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
51
Cerity Partners
New York
$31.9M +$41.6K +432 +0.1%
TF
52
Tompkins Financial
New York
$31.7M +$59.8K +621 +0.2%
EWA
53
EP Wealth Advisors
California
$31.2M -$1.11M -11,515 -3%
GWM
54
Geneos Wealth Management
Colorado
$30.9M +$2.72M +28,200 +9%
LFAS
55
Level Four Advisory Services
Texas
$30.9M +$1.25M +13,021 +4%
RWA
56
Redhawk Wealth Advisors
Minnesota
$30.6M +$1.23M +12,820 +4%
SMG
57
Smart Money Group
Texas
$29.7M +$647K +6,712 +2%
PAWA
58
Palo Alto Wealth Advisors
California
$28.4M -$440K -4,566 -1%
SPIA
59
Steward Partners Investment Advisory
New York
$28.4M -$129K -1,338 -0.4%
PS
60
Planned Solutions
California
$27.1M -$477K -4,948 -2%
BFA
61
Beaumont Financial Advisors
Massachusetts
$25.4M -$3.06M -31,730 -10%
VWS
62
Virtus Wealth Solutions
New Jersey
$25.3M +$26.2M +272,452 New
MWM
63
MinichMacGregor Wealth Management
New York
$25.1M +$767K +7,965 +3%
BAM
64
Beaumont Asset Management
Texas
$25M -$326K -3,382 -1%
MML Investors Services
65
MML Investors Services
Massachusetts
$24.9M +$1.69M +17,496 +7%
B
66
Barings
North Carolina
$24.2M +$13.5M +140,113 +116%
SA
67
Sanctuary Advisors
Indiana
$24.1M -$3.76K -39 -0%
VWA
68
Visionary Wealth Advisors
Illinois
$24M -$441K -4,579 -2%
BFA
69
Buttonwood Financial Advisors
Maryland
$23.7M +$1.17M +12,119 +5%
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$23.6M +$866K +8,985 +4%
BMM
71
Berkshire Money Management
Massachusetts
$23.2M +$182K +1,893 +0.8%
AWM
72
Activest Wealth Management
Florida
$23.1M +$1.24M +12,918 +5%
AA
73
Ancora Advisors
Ohio
$22.6M +$1.2M +12,508 +5%
EFG
74
Ethos Financial Group
Pennsylvania
$22.1M +$1.87M +19,457 +9%
SWM
75
SK Wealth Management
Rhode Island
$22M +$9.63K +100 +0%