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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
76
Buttonwood Financial Advisors
Maryland
$7.69M +$100K +1,548 +1%
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.4M -$66.5K -1,026 -0.9%
PFS
78
Prospera Financial Services
Texas
$7.1M +$3.15M +48,505 +80%
Mariner
79
Mariner
Kansas
$6.88M +$5.7M +87,821 +484%
RC
80
Roundview Capital
New Jersey
$6.73M -$664K -10,237 -9%
GWM
81
Geneos Wealth Management
Colorado
$6.61M -$242K -3,731 -4%
ZIG
82
Zurich Insurance Group
Switzerland
$6.59M -$624K -9,625 -8%
MCM
83
MAI Capital Management
Ohio
$6.53M +$345K +5,323 +6%
ACS
84
Archford Capital Strategies
Illinois
$6.45M +$137K +2,107 +2%
SWP
85
Stratos Wealth Partners
Ohio
$6.43M +$2.51M +38,742 +64%
KSWA
86
Kathleen S. Wright Associates
Pennsylvania
$6.13M +$800K +12,327 +15%
DP
87
Denver PWM
Colorado
$5.99M +$110K +1,696 +2%
JP Morgan Chase
88
JP Morgan Chase
New York
$5.99M +$137K +2,110 +2%
FS
89
Ferguson Shapiro
Georgia
$5.65M +$224K +3,457 +4%
CJFS
90
Coulter & Justus Financial Services
Tennessee
$5.61M -$1.34M -20,719 -19%
Corient Private Wealth
91
Corient Private Wealth
Florida
$5.43M +$5.43M +83,692 New
OC
92
Oppenheimer & Co
New York
$5.42M -$392K -6,037 -7%
IA
93
IFP Advisors
Florida
$5.37M +$1.15M +17,728 +17%
BAWC
94
Boyce & Associates Wealth Consulting
Texas
$5.16M -$117K -1,798 -2%
LWP
95
Laurel Wealth Planning
Minnesota
$4.88M +$32.5K +501 +0.7%
IFG
96
Independent Financial Group
California
$4.51M +$339K +5,232 +8%
JMPWA
97
JP Morgan Private Wealth Advisors
California
$4.3M +$2.42M +37,256 +129%
FPGK
98
Financial Partners Group (Kansas)
Kansas
$4.26M +$31.8K +490 +0.9%
EBSAM
99
Eubel Brady & Suttman Asset Management
Ohio
$4.24M -$35.8K -552 -0.8%
PWP
100
Pursue Wealth Partners
California
$4.19M -$658K -10,139 -14%