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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CPC
76
Cookson Peirce & Co
Pennsylvania
$440K +$476K +10,695 New
AWA
77
Acorn Wealth Advisors
Michigan
$428K +$7.87K +177 +2%
SB
78
Suntrust Banks
Georgia
$427K +$235K +5,280 +104%
BAM
79
Belpointe Asset Management
Nevada
$403K
CAN
80
Cetera Advisor Networks
California
$401K +$37.8K +849 +9%
US Bancorp
81
US Bancorp
Minnesota
$381K +$305K +6,865 +288%
PPP
82
Private Portfolio Partners
New Jersey
$380K +$411K +9,237 New
GTAM
83
Global Trust Asset Management
Florida
$368K -$664K -14,937 -63%
MC
84
Moors & Cabot
Massachusetts
$312K -$29.2K -656 -8%
CBFP
85
Cedar Brook Financial Partners
Ohio
$309K +$334K +7,505 New
CWM
86
Cornerstone Wealth Management
Missouri
$304K -$10.5M -235,718 -97%
WEC
87
Winslow Evans & Crocker
Massachusetts
$302K +$17.3K +390 +6%
Creative Planning
88
Creative Planning
Kansas
$294K +$29K +652 +10%
PP
89
Prudential plc
United Kingdom
$292K +$102K +2,300 +48%
HIIFS
90
Harel Insurance Investments & Financial Services
Israel
$289K +$313K +7,030 New
BTS
91
BB&T Securities
Virginia
$284K +$307K +6,906 New
AA
92
Ancora Advisors
Ohio
$275K +$31.8K +715 +12%
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$271K
BFO
94
Boston Family Office
Massachusetts
$270K -$889 -20 -0.3%
CWA
95
Clarus Wealth Advisors
Arizona
$254K +$3.6K +81 +1%
William Blair & Company
96
William Blair & Company
Illinois
$243K +$262K +5,897 New
BRWA
97
B. Riley Wealth Advisors
Florida
$242K +$4.62K +104 +2%
FWM
98
Fairhaven Wealth Management
Illinois
$231K +$250K +5,617 New
WF
99
Welch & Forbes
Massachusetts
$225K
MYIA
100
Mount Yale Investment Advisors
Colorado
$213K +$209K +4,695 New