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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
$29.3M -$6.13M -62,828 -18%
AssetMark Inc
52
AssetMark Inc
California
$28M -$829K -8,500 -3%
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$27.8M -$10.1M -104,000 -27%
VWS
54
Virtus Wealth Solutions
New Jersey
$26M -$544K -5,576 -2%
NA
55
NewEdge Advisors
Louisiana
$25.6M +$10.5M +107,159 +71%
CIA
56
Concurrent Investment Advisors
Florida
$24.9M +$305K +3,129 +1%
AWM
57
Activest Wealth Management
Florida
$22.7M -$64.7K -663 -0.3%
DAS
58
Dynamic Advisor Solutions
Arizona
$22.5M -$19.1K -196 -0.1%
VWA
59
Visionary Wealth Advisors
Illinois
$22.5M -$1.6M -16,358 -7%
Creative Planning
60
Creative Planning
Kansas
$22.3M -$431K -4,418 -2%
EFG
61
Ethos Financial Group
Pennsylvania
$21.9M -$83.1K -852 -0.4%
BAM
62
Beaumont Asset Management
Texas
$21.7M -$1.33M -13,628 -6%
SF
63
Summit Financial
New Jersey
$21.4M -$2.93M -30,070 -12%
Bank of New York Mellon
64
Bank of New York Mellon
New York
$21.3M +$518K +5,306 +3%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$20.9M +$592K +6,071 +3%
BMM
66
Berkshire Money Management
Massachusetts
$20.6M -$388K -3,981 -2%
SPIA
67
Steward Partners Investment Advisory
New York
$20.6M +$567K +5,809 +3%
PFS
68
Prospera Financial Services
Texas
$20.6M -$1.56M -15,992 -7%
TWM
69
Tanager Wealth Management
United Kingdom
$20.3M -$6.65M -68,217 -25%
MML Investors Services
70
MML Investors Services
Massachusetts
$20.1M -$1.52M -15,557 -7%
Citigroup
71
Citigroup
New York
$19.9M +$454K +4,659 +2%
HTIM
72
Harbour Trust & Investment Management
Indiana
$19.5M -$29.6K -303 -0.2%
EWA
73
Etesian Wealth Advisors
Oregon
$18.8M +$919K +9,421 +5%
KPWS
74
Kestra Private Wealth Services
Texas
$18.5M -$5.55M -56,873 -23%
SFA
75
Sequoia Financial Advisors
Ohio
$18.1M -$2.51M -25,692 -12%