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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TP
76
Tranquility Partners
Tennessee
$2.94M +$113K +1,916 +4%
HCIA
77
Hochman Cole Investment Advisors
Illinois
$2.92M +$62.7K +1,065 +2%
Goldman Sachs
78
Goldman Sachs
New York
$2.9M -$8.64M -146,688 -76%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$2.7M -$538K -9,140 -17%
FAIM
80
Financial Advocates Investment Management
Washington
$2.7M +$2.57M +43,636 New
AAS
81
Avantax Advisory Services
Texas
$2.68M +$213K +3,620 +9%
SRSA
82
S.R. Schill & Associates
Washington
$2.67M +$734K +12,457 +41%
CSPIA
83
Cary Street Partners Investment Advisory
Virginia
$2.56M +$769K +13,047 +46%
SFS
84
Sowell Financial Services
Arkansas
$2.56M +$514K +8,726 +27%
LWP
85
Laurel Wealth Planning
Minnesota
$2.51M +$2.38M +40,452 New
QA
86
Quantitative Advantage
Minnesota
$2.4M +$2.28M +38,710 New
CC
87
Claybrook Capital
Massachusetts
$2.37M
MCM
88
Mengis Capital Management
Oregon
$2.33M +$278K +4,715 +14%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$2.3M +$1.06M +18,020 +94%
AWA
90
Acorn Wealth Advisors
Michigan
$2.15M +$608K +10,320 +42%
OC
91
Oppenheimer & Co
New York
$2.13M +$13K +221 +0.6%
GIA
92
Gladstone Institutional Advisory
Florida
$1.98M +$189K +3,214 +11%
US Bancorp
93
US Bancorp
Minnesota
$1.93M
AWM
94
AE Wealth Management
Kansas
$1.93M +$1.36M +23,158 +293%
LFF
95
Level Four Financial
Texas
$1.91M +$1.81M +30,740 New
IFG
96
Independent Financial Group
California
$1.88M +$1.79M +30,394 New
SS
97
Simplicity Solutions
Minnesota
$1.86M +$1.39M +23,525 +361%
FC
98
Ferris Capital
Massachusetts
$1.78M +$1.7M +28,785 New
SAM
99
Summit Asset Management
Tennessee
$1.75M +$133K +2,265 +9%
APA
100
American Portfolios Advisors
New York
$1.74M +$119K +2,022 +8%