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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPA
76
Sentinel Pension Advisors
Massachusetts
$5.55M +$5.46M +75,004 New
SPC
77
Sigma Planning Corp
Michigan
$5.44M +$445K +6,112 +9%
RC
78
Roundview Capital
New Jersey
$5.42M +$882K +12,112 +20%
US Bancorp
79
US Bancorp
Minnesota
$5.17M -$896K -12,307 -15%
OC
80
Oppenheimer & Co
New York
$4.92M +$826K +11,339 +21%
Creative Planning
81
Creative Planning
Kansas
$4.9M +$115K +1,580 +2%
BRWA
82
B. Riley Wealth Advisors
Florida
$4.83M +$155K +2,130 +3%
PAG
83
Private Advisor Group
New Jersey
$4.43M +$494K +6,786 +13%
IFG
84
Independent Financial Group
California
$4.41M +$322K +4,422 +8%
IF
85
IRON Financial
Illinois
$4.37M -$161K -2,206 -4%
BPA
86
Beacon Pointe Advisors
California
$4.36M
SRSA
87
S.R. Schill & Associates
Washington
$4.35M +$120K +1,645 +3%
CWM
88
Cornerstone Wealth Management
Missouri
$4.17M +$171K +2,352 +4%
AI
89
Atria Investments
North Carolina
$4.1M -$1.02M -14,061 -20%
IA
90
IFP Advisors
Florida
$4M +$60.1K +826 +2%
FPGK
91
Financial Partners Group (Kansas)
Kansas
$3.96M +$38.5K +529 +1%
HCIA
92
Hochman Cole Investment Advisors
Illinois
$3.77M +$165K +2,264 +5%
TCM
93
Triumph Capital Management
Colorado
$3.75M +$3.66M +50,253 New
Baird Financial Group
94
Baird Financial Group
Wisconsin
$3.75M +$24.4K +335 +0.7%
FAIM
95
Financial Advocates Investment Management
Washington
$3.63M +$79.3K +1,089 +2%
TP
96
Tranquility Partners
Tennessee
$3.57M +$40.2K +552 +1%
Betterment LLC
97
Betterment LLC
New York
$3.56M +$3.5M +48,089 New
CWG
98
Cornerstone Wealth Group
North Carolina
$3.52M +$202K +2,769 +6%
AWA
99
Acorn Wealth Advisors
Michigan
$3.41M +$212K +2,916 +7%
MCM
100
Mengis Capital Management
Oregon
$3.39M +$293K +4,025 +10%