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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
51
Level Four Advisory Services
Texas
$31M +$1.76M +19,073 +6%
AA
52
Apriem Advisors
California
$30.8M +$11.3M +123,029 +54%
Cerity Partners
53
Cerity Partners
New York
$29.9M -$452K -4,915 -1%
FWM
54
Foguth Wealth Management
Michigan
$26.8M +$7.39M +80,317 +36%
AA
55
Ancora Advisors
Ohio
$26.3M +$5.07M +55,086 +23%
PS
56
Planned Solutions
California
$26.3M +$640K +6,955 +2%
SPIA
57
Steward Partners Investment Advisory
New York
$26.2M -$698K -7,587 -2%
SAW
58
Signal Advisors Wealth
Michigan
$25.3M +$8.14M +88,405 +44%
VWA
59
Visionary Wealth Advisors
Illinois
$24.4M +$1.65M +17,898 +7%
BFA
60
Buttonwood Financial Advisors
Maryland
$24.1M +$1.6M +17,335 +7%
BFA
61
Beaumont Financial Advisors
Massachusetts
$23.7M -$446K -4,849 -2%
VWS
62
Virtus Wealth Solutions
New Jersey
$23.6M -$386K -4,193 -2%
EWA
63
EP Wealth Advisors
California
$23.2M -$6.68M -72,624 -22%
SF
64
Summit Financial
New Jersey
$22.8M +$23.4M +253,751 +4,809%
KPWS
65
Kestra Private Wealth Services
Texas
$22.7M +$2.37M +25,788 +11%
MML Investors Services
66
MML Investors Services
Massachusetts
$22.6M -$1.04M -11,301 -4%
BMM
67
Berkshire Money Management
Massachusetts
$22.4M +$391K +4,249 +2%
SA
68
Sanctuary Advisors
Indiana
$22.1M +$75.3K +818 +0.3%
EFG
69
Ethos Financial Group
Pennsylvania
$22.1M
BAM
70
Beaumont Asset Management
Texas
$22M -$1.85M -20,103 -7%
Creative Planning
71
Creative Planning
Kansas
$21.6M +$1.09M +11,847 +5%
AWM
72
Activest Wealth Management
Florida
$20.5M -$1.46M -15,827 -6%
SFA
73
Sequoia Financial Advisors
Ohio
$19.8M -$504K -5,481 -2%
DAS
74
Dynamic Advisor Solutions
Arizona
$19.7M +$20.6M +224,137 New
PFS
75
Prospera Financial Services
Texas
$19.7M -$382K -4,155 -2%