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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RC
76
Roundview Capital
New Jersey
$5.79M +$443K +5,883 +8%
SPC
77
Sigma Planning Corp
Michigan
$5.72M +$349K +4,642 +6%
AI
78
Atria Investments
North Carolina
$5.63M +$1.62M +21,479 +39%
Mirae Asset Global Investments
79
Mirae Asset Global Investments
South Korea
$5.42M +$5.57M +74,000 New
LPT
80
Legacy Private Trust
Wisconsin
$5.37M +$2.28M +30,236 +70%
AGA
81
Accuvest Global Advisors
Utah
$5.3M +$2.53M +33,585 +87%
WWM
82
WJ Wealth Management
Arizona
$5.17M +$5.31M +70,564 New
OC
83
Oppenheimer & Co
New York
$5.14M +$276K +3,667 +6%
Citigroup
84
Citigroup
New York
$5.12M -$5.89M -78,294 -53%
Wealth Enhancement Advisory Services
85
Wealth Enhancement Advisory Services
Minnesota
$4.9M +$4.86M +64,559 New
IFG
86
Independent Financial Group
California
$4.61M +$261K +3,463 +6%
IA
87
IFP Advisors
Florida
$4.57M +$621K +8,244 +15%
SRSA
88
S.R. Schill & Associates
Washington
$4.39M +$90K +1,196 +2%
CWM
89
Cornerstone Wealth Management
Missouri
$4.33M +$217K +2,879 +5%
BPA
90
Beacon Pointe Advisors
California
$4.32M +$7.75K +103 +0.2%
IWM
91
IHT Wealth Management
Illinois
$4.22M -$3.48M -46,237 -45%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$4.22M +$2.03M +26,994 +88%
HCIA
93
Hochman Cole Investment Advisors
Illinois
$4.12M +$410K +5,444 +11%
FAIM
94
Financial Advocates Investment Management
Washington
$4.11M +$537K +7,131 +15%
FPGK
95
Financial Partners Group (Kansas)
Kansas
$3.99M +$69.4K +922 +2%
IF
96
IRON Financial
Illinois
$3.91M -$418K -5,551 -9%
Creative Planning
97
Creative Planning
Kansas
$3.88M -$995K -13,213 -20%
TCM
98
Triumph Capital Management
Colorado
$3.75M +$75K +996 +2%
TP
99
Tranquility Partners
Tennessee
$3.74M +$221K +2,931 +6%
CWG
100
Cornerstone Wealth Group
North Carolina
$3.62M +$95.7K +1,271 +3%