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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
76
Mariner
Kansas
$14.8M -$13.8M -136,378 -49%
SA
77
Sanctuary Advisors
Indiana
$14.6M -$26.8K -265 -0.2%
DC
78
Davenport & Co
Virginia
$14.6M -$380K -3,761 -3%
VWA
79
Visionary Wealth Advisors
Illinois
$14.5M -$6.7M -66,254 -32%
Baird Financial Group
80
Baird Financial Group
Wisconsin
$14.4M +$74.8K +740 +0.5%
JGCM
81
Joseph Group Capital Management
Ohio
$14.3M +$122K +1,210 +0.9%
TWM
82
Tanager Wealth Management
United Kingdom
$13.9M -$1.55M -15,354 -10%
RSWM
83
Robertson Stephens Wealth Management
California
$13.9M +$1.02M +10,088 +8%
SFA
84
Sequoia Financial Advisors
Ohio
$13.9M +$256K +2,533 +2%
FOR
85
Family Office Research
Maryland
$13.9M -$66.9K -662 -0.5%
AC
86
AlphaCore Capital
California
$13.6M – – –
NF
87
Napier Financial
Massachusetts
$13M +$83K +821 +0.7%
OC
88
Oppenheimer & Co
New York
$12.9M -$244K -2,410 -2%
P
89
&Partners
Tennessee
$12.9M -$315K -3,117 -2%
UWS
90
Unique Wealth Strategies
Illinois
$12.8M +$601K +5,946 +5%
IFG
91
Independent Financial Group
California
$12.7M -$408K -4,034 -3%
FA
92
Fermata Advisors
California
$12.7M -$185K -1,829 -1%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$12.3M -$11.9M -117,743 -50%
FSAG
94
Financial Solutions Advisory Group
Illinois
$11.9M +$114K +1,127 +1%
4PL
95
46 Peaks LLC
Pennsylvania
$11.9M +$1.78M +17,567 +18%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$11.8M -$156K -1,548 -1%
KPWS
97
Kestra Private Wealth Services
Texas
$11.5M -$3.11M -30,787 -22%
MWM
98
Mission Wealth Management
California
$11.1M +$10.5M +103,405 +3,315%
BAWC
99
Boyce & Associates Wealth Consulting
Texas
$10.9M +$250K +2,473 +2%
GFG
100
Goldstone Financial Group
Illinois
$10.8M -$2.7M -26,673 -20%