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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
51
Brookstone Capital Management
Illinois
$28.9M -$2.77M -27,170 -9%
GWM
52
Geneos Wealth Management
Colorado
$27.1M -$3.43M -33,543 -11%
NA
53
NewEdge Advisors
Louisiana
$26.7M -$69K -676 -0.3%
Mirae Asset Global Investments
54
Mirae Asset Global Investments
South Korea
$26.5M -$2.45M -24,000 -9%
CIA
55
Concurrent Investment Advisors
Florida
$26.4M +$404K +3,957 +2%
VWS
56
Virtus Wealth Solutions
New Jersey
$26.2M -$998K -9,768 -4%
SWM
57
SHP Wealth Management
Massachusetts
$25.7M +$25.3M +247,698 New
AWM
58
Activest Wealth Management
Florida
$24.4M +$632K +6,184 +3%
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$23.8M +$9.14M +89,477 +64%
MML Investors Services
60
MML Investors Services
Massachusetts
$22.7M +$1.69M +16,512 +8%
BAM
61
Beaumont Asset Management
Texas
$22.2M -$475K -4,655 -2%
Creative Planning
62
Creative Planning
Kansas
$22.2M -$1.1M -10,802 -5%
WAP
63
Wealthcare Advisory Partners
Pennsylvania
$22.1M +$253K +2,475 +1%
BMM
64
Berkshire Money Management
Massachusetts
$22M +$484K +4,743 +2%
SF
65
Summit Financial
New Jersey
$22M -$437K -4,276 -2%
VWA
66
Visionary Wealth Advisors
Illinois
$21.9M -$1.57M -15,357 -7%
SPIA
67
Steward Partners Investment Advisory
New York
$21.9M +$385K +3,765 +2%
EFG
68
Ethos Financial Group
Pennsylvania
$21.5M -$1.38M -13,473 -6%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$21.5M -$752K -7,367 -3%
PFS
70
Prospera Financial Services
Texas
$21.1M -$394K -3,854 -2%
KWM
71
KRM Wealth Management
Nevada
$20.7M +$20.4M +200,093 New
HTIM
72
Harbour Trust & Investment Management
Indiana
$20.3M -$76.7K -751 -0.4%
EWA
73
Etesian Wealth Advisors
Oregon
$19.8M +$211K +2,066 +1%
AWG
74
Altus Wealth Group
Colorado
$19.5M +$944K +9,240 +5%
Citigroup
75
Citigroup
New York
$19M -$1.8M -17,672 -9%