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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$5.98M -$443K -6,460 -6%
DP
77
Denver PWM
Colorado
$5.96M +$56.5K +824 +0.9%
BAWC
78
Boyce & Associates Wealth Consulting
Texas
$5.89M +$6.34M +92,416 New
BFA
79
Buttonwood Financial Advisors
Maryland
$5.77M +$1.67M +24,385 +37%
SFS
80
Sowell Financial Services
Arkansas
$5.75M +$10.1M +147,306 New
MCM
81
MAI Capital Management
Ohio
$5.75M -$306K -4,466 -5%
Cerity Partners
82
Cerity Partners
New York
$5.49M – – –
SEEDPG
83
S.E.E.D. Planning Group
New York
$5.39M +$2.73M +39,710 +89%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$5.37M -$38.5K -561 -0.7%
OC
85
Oppenheimer & Co
New York
$5.35M -$25.4K -370 -0.4%
FS
86
Ferguson Shapiro
Georgia
$5.34M -$243K -3,543 -4%
LWP
87
Laurel Wealth Planning
Minnesota
$4.82M +$1.42M +20,657 +38%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$4.79M -$388K -5,648 -7%
PFS
89
Prospera Financial Services
Texas
$4.59M +$1.47M +21,359 +42%
KSWA
90
Kathleen S. Wright Associates
Pennsylvania
$4.59M +$295K +4,297 +6%
FA
91
Fermata Advisors
California
$4.54M -$1.09M -15,923 -18%
IA
92
IFP Advisors
Florida
$4.3M – – –
FFWM
93
Future Financial Wealth Management
Ohio
$4.2M – – –
PWP
94
Pursue Wealth Partners
California
$4.18M – – –
DWM
95
Doyle Wealth Management
Florida
$4.17M +$2.41M +35,145 +116%
CW
96
Connectus Wealth
Ohio
$3.92M +$4.23M +61,573 New
IFG
97
Independent Financial Group
California
$3.91M -$49.5K -721 -1%
CWM
98
Cornerstone Wealth Management
Missouri
$3.81M +$114K +1,661 +3%
FPGK
99
Financial Partners Group (Kansas)
Kansas
$3.8M +$45.5K +663 +1%
TP
100
Tranquility Partners
Tennessee
$3.7M +$293K +4,269 +8%
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