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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$26.3M +$1.49M +14,390 +6%
Wealth Enhancement Advisory Services
52
Wealth Enhancement Advisory Services
Minnesota
$26.2M -$7.33M -70,747 -20%
BCM
53
Brookstone Capital Management
Illinois
$26.1M -$929K -8,967 -3%
CIA
54
Concurrent Investment Advisors
Florida
$25.7M +$1.12M +10,782 +4%
GWM
55
Geneos Wealth Management
Colorado
$24.5M -$886K -8,547 -3%
VWS
56
Virtus Wealth Solutions
New Jersey
$24M -$463K -4,467 -2%
IWC
57
Integrated Wealth Concepts
Massachusetts
$23.8M +$25.1M +241,761 +5,136%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$22.8M +$601K +5,798 +3%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$22.7M +$2.8M +27,011 +13%
Creative Planning
60
Creative Planning
Kansas
$22.5M +$1.85M +17,805 +8%
EH
61
Equitable Holdings
New York
$21.9M +$14.9M +143,750 +188%
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$21.2M +$581K +5,603 +3%
SF
63
Summit Financial
New Jersey
$20.8M +$353K +3,403 +2%
BMM
64
Berkshire Money Management
Massachusetts
$20.8M +$264K +2,544 +1%
SPIA
65
Steward Partners Investment Advisory
New York
$20.7M +$266K +2,564 +1%
KWM
66
KRM Wealth Management
Nevada
$19.9M +$644K +6,211 +3%
PFS
67
Prospera Financial Services
Texas
$19.9M +$239K +2,308 +1%
VWA
68
Visionary Wealth Advisors
Illinois
$19.9M -$657K -6,341 -3%
HTIM
69
Harbour Trust & Investment Management
Indiana
$19.7M +$866K +8,351 +4%
EFG
70
Ethos Financial Group
Pennsylvania
$19.7M -$399K -3,847 -2%
AWM
71
Activest Wealth Management
Florida
$19.3M -$3.79M -36,531 -16%
EWA
72
Etesian Wealth Advisors
Oregon
$19M +$525K +5,063 +3%
AWG
73
Altus Wealth Group
Colorado
$19M +$853K +8,225 +4%
MML Investors Services
74
MML Investors Services
Massachusetts
$18.8M -$2.57M -24,755 -11%
GCM
75
Graver Capital Management
Ohio
$18.5M +$1.43M +13,755 +8%