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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WH
751
Willner & Heller
California
– -$237K -2,293 Closed
SPWM
752
Smith Partners Wealth Management
North Carolina
– -$224K -2,159 Closed
NWMG
753
National Wealth Management Group
Ohio
– -$223K -2,157 Closed
AWM
754
Avaii Wealth Management
Wisconsin
– -$214K -2,066 Closed
CCM
755
Coldstream Capital Management
Washington
– -$212K -2,051 Closed
PA
756
ProCore Advisors
California
– -$212K -2,045 Closed
LIA
757
Lynx Investment Advisory
District of Columbia
– -$212K -2,043 Closed
LWMNY
758
Landmark Wealth Management (New York)
New York
– -$211K -2,039 Closed
WFM
759
Wolff Financial Management
Michigan
– -$210K -2,029 Closed
KIA
760
Kraematon Investment Advisors
Massachusetts
– -$210K -2,028 Closed
BEI
761
Benjamin Edwards Inc
Missouri
– -$205K -1,982 Closed
RFC
762
Regions Financial Corp
Alabama
– -$200K -1,933 Closed
GBWM
763
Granite Bay Wealth Management
New Hampshire
– -$200K -1,932 Closed
GAFA
764
Garton & Associates Financial Advisors
Kentucky
– -$183K -1,765 Closed
QA
765
Quattro Advisors
Pennsylvania
– -$141K -1,357 Closed
TH
766
TCTC Holdings
Texas
– -$93.7K -905 Closed
CIA
767
Cape Investment Advisory
Georgia
– -$69.3K -669 Closed
JWM
768
Jessup Wealth Management
Ohio
– -$67.7K -654 Closed
BWA
769
Basecamp Wealth Advisors
Washington
– -$48.9K -472 Closed
FHA
770
Flagship Harbor Advisors
Massachusetts
– -$45.7K -441 Closed
FHC
771
First Horizon Corporation
Tennessee
– -$31.3K -302 Closed
CP
772
Camelot Portfolios
Ohio
– -$21.1K -204 Closed
Toronto Dominion Bank
773
Toronto Dominion Bank
Ontario, Canada
– -$20K -195 Closed
CCMI
774
Creative Capital Management Investments
California
– -$10.7K -103 Closed
CI
775
CX Institutional
Indiana
– -$8K -77 Closed