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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Stratos Wealth Partners
Ohio
$21.5M +$3.94M +45,916 +24%
RWA
77
Redhawk Wealth Advisors
Minnesota
$21.4M +$7.97M +92,928 +64%
RC
78
Roundview Capital
New Jersey
$20.9M +$1.37M +16,010 +7%
DC
79
Davenport & Co
Virginia
$20.9M +$5.07M +59,100 +34%
DA
80
Drake & Associates
Wisconsin
$20.5M +$1.05M +12,248 +6%
PFS
81
Prospera Financial Services
Texas
$20.4M +$3.51M +40,942 +22%
BMM
82
Berkshire Money Management
Massachusetts
$20.4M +$7.32M +85,353 +60%
VWM
83
Valley Wealth Managers
New Jersey
$20.2M -$1.57M -18,340 -8%
AF
84
Allworth Financial
California
$19.7M +$5.83M +67,969 +45%
RWG
85
Ratio Wealth Group
Colorado
$19.6M +$1.28M +14,957 +7%
HTIM
86
Harbour Trust & Investment Management
Indiana
$19.4M +$634K +7,393 +4%
CWAF
87
Core Wealth Advisors (Florida)
Florida
$19.3M +$559K +6,519 +3%
AWS
88
Aspen Wealth Strategies
Colorado
$19.1M +$722K +8,419 +4%
TC
89
TAP Consulting
Missouri
$19M +$9.27M +108,006 +105%
KPWS
90
Kestra Private Wealth Services
Texas
$18.8M +$8.65M +100,873 +93%
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.4M +$97.6K +1,138 +0.6%
BFA
92
Buttonwood Financial Advisors
Maryland
$17.5M +$792K +9,229 +5%
Truist Financial
93
Truist Financial
North Carolina
$17.5M -$3.65M -42,561 -18%
DAS
94
Dynamic Advisor Solutions
Arizona
$17M +$1.48M +17,237 +10%
EFG
95
Ethos Financial Group
Pennsylvania
$17M +$36.4K +424 +0.2%
SAF
96
Smith Anglin Financial
Texas
$17M -$1.27M -14,847 -7%
B
97
Barings
North Carolina
$17M +$7.74M +90,167 +91%
PAMG
98
Patton Albertson Miller Group
Tennessee
$16.9M +$4.8M +55,906 +42%
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$16.4M +$1.85M +21,617 +13%
PWM
100
Provident Wealth Management
Tennessee
$16M -$455K -5,300 -3%