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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
76
Mengis Capital Management
Oregon
$1.28M +$63K +1,225 +4%
PAS
77
Partnervest Advisory Services
California
$1.19M +$369K +7,181 +36%
OC
78
Oppenheimer & Co
New York
$1.17M +$48.4K +942 +4%
PMG
79
ProVise Management Group
Florida
$1.13M -$36K -700 -3%
CPC
80
Cookson Peirce & Co
Pennsylvania
$1.12M +$63.9K +1,243 +5%
GIA
81
Gladstone Institutional Advisory
Florida
$1.1M +$65K +1,265 +5%
PPP
82
Private Portfolio Partners
New Jersey
$1.09M +$615K +11,963 +92%
PP
83
Professional Planning
California
$1.06M -$5.96K -116 -0.5%
BFO
84
Boston Family Office
Massachusetts
$1.05M +$60.6K +1,178 +5%
VWM
85
Venturi Wealth Management
Texas
$1.03M +$2.16K +42 +0.2%
AMC
86
Asset Management Corp
Illinois
$1.02M +$56K +1,090 +5%
KM
87
Kalos Management
Georgia
$1.01M +$1.05M +20,362 New
LNC
88
Lincoln National Corp
Pennsylvania
$997K -$1.24M -24,046 -51%
FAAS
89
First Allied Advisory Services
California
$975K -$11.6K -226 -1%
ACA
90
Ascension Capital Advisors
Texas
$969K -$42.8K -833 -4%
APA
91
American Portfolios Advisors
New York
$926K +$114K +2,227 +12%
SG
92
StoneX Group
New York
$924K +$41.6K +810 +4%
9WM
93
9258 Wealth Management
Ohio
$881K -$63K -1,225 -6%
HF
94
HRT Financial
New York
$869K +$1.02M +19,874 New
WS
95
Wedbush Securities
California
$863K -$545K -10,610 -35%
ACA
96
Aptus Capital Advisors
Alabama
$826K +$265K +5,153 +38%
Creative Planning
97
Creative Planning
Kansas
$792K +$300K +5,845 +48%
SAM
98
Summit Asset Management
Tennessee
$746K +$557K +10,840 +174%
CAN
99
Claraphi Advisory Network
United States
$710K +$25.2K +490 +3%
CSPIA
100
Cary Street Partners Investment Advisory
Virginia
$686K -$16.7K -324 -2%