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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$19.5M +$645K +7,008 +3%
Bank of New York Mellon
77
Bank of New York Mellon
New York
$18.3M -$15.7M -170,261 -45%
MCM
78
MAI Capital Management
Ohio
$18M +$434K +4,717 +2%
DC
79
Davenport & Co
Virginia
$17.8M -$2.74M -29,728 -13%
HTIM
80
Harbour Trust & Investment Management
Indiana
$17M +$469K +5,097 +3%
SWM
81
SK Wealth Management
Rhode Island
$16.8M -$2.59M -28,111 -12%
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$16.8M +$695K +7,550 +4%
AWS
83
Aspen Wealth Strategies
Colorado
$16.7M -$2.59M -28,161 -13%
MWM
84
MinichMacGregor Wealth Management
New York
$16.4M -$7.7M -83,702 -31%
SPC
85
Sigma Planning Corp
Michigan
$16.4M -$1.43M -15,554 -8%
AWG
86
Altus Wealth Group
Colorado
$16.3M +$4.76M +51,697 +39%
FFG
87
Fiduciary Financial Group
California
$15.9M -$439K -4,773 -2%
Mariner
88
Mariner
Kansas
$15.7M -$403K -4,381 -2%
NEPWA
89
New England Private Wealth Advisors
Massachusetts
$15.3M -$376K -4,089 -2%
IA
90
IFP Advisors
Florida
$15.2M -$526K -5,721 -3%
RIS
91
Richmond Investment Services
Wisconsin
$14.9M +$727K +7,905 +5%
PJWM
92
Philip James Wealth Mangement
Georgia
$14.7M -$4.51K -49 -0%
HAS
93
HBW Advisory Services
California
$14.7M +$2.28M +24,726 +17%
WP
94
WealthPLAN Partners
Nebraska
$14.5M +$105K +1,138 +0.7%
EWA
95
Etesian Wealth Advisors
Oregon
$14.3M +$1.51M +16,427 +11%
NA
96
NewEdge Advisors
Louisiana
$14.2M +$4.62M +50,156 +45%
AOG
97
Alpha Omega Group
Virginia
$14.2M +$134K +1,456 +0.9%
JSW
98
Journey Strategic Wealth
New Jersey
$14.1M -$418K -4,541 -3%
KSWA
99
Kathleen S. Wright Associates
Pennsylvania
$14.1M +$118K +1,280 +0.8%
EF
100
Empowered Funds
Pennsylvania
$13.6M +$14.1M +153,716 +22,310%