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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HTIM
76
Harbour Trust & Investment Management
Indiana
$18.4M +$263K +3,001 +2%
Citigroup
77
Citigroup
New York
$18.4M -$2.19M -24,929 -11%
SWM
78
SK Wealth Management
Rhode Island
$18.1M -$1.9M -21,680 -10%
MCM
79
MAI Capital Management
Ohio
$17.7M -$1.33M -15,105 -7%
AWS
80
Aspen Wealth Strategies
Colorado
$17.5M -$344K -3,917 -2%
DC
81
Davenport & Co
Virginia
$17.1M -$1.74M -19,840 -10%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$17.1M +$4.08M +46,516 +34%
Mariner
83
Mariner
Kansas
$16.9M +$176K +2,010 +1%
EWA
84
Etesian Wealth Advisors
Oregon
$16.9M +$1.54M +17,609 +11%
AWG
85
Altus Wealth Group
Colorado
$16.5M -$758K -8,641 -5%
IA
86
IFP Advisors
Florida
$16.5M +$269K +3,062 +2%
NEPWA
87
New England Private Wealth Advisors
Massachusetts
$16M -$918K -10,463 -6%
PJWM
88
Philip James Wealth Mangement
Georgia
$15.8M +$138K +1,568 +0.9%
GCM
89
Graver Capital Management
Ohio
$15.6M +$1.43M +16,335 +11%
KSWA
90
Kathleen S. Wright Associates
Pennsylvania
$15.3M +$313K +3,570 +2%
JSW
91
Journey Strategic Wealth
New Jersey
$15.2M +$154K +1,753 +1%
HAS
92
HBW Advisory Services
California
$15.1M -$489K -5,573 -3%
FLPIM
93
F.L. Putnam Investment Management
Massachusetts
$15M +$10.1M +114,789 +253%
JJBC
94
James J. Burns & Company
New York
$14.5M +$869K +9,902 +7%
NA
95
NewEdge Advisors
Louisiana
$14.2M -$900K -10,265 -6%
SA
96
Sanctuary Advisors
Indiana
$14.1M -$8.88M -101,216 -40%
JP Morgan Chase
97
JP Morgan Chase
New York
$13.6M -$215K -2,456 -2%
FOR
98
Family Office Research
Maryland
$13.6M -$177K -2,021 -1%
SEEDPG
99
S.E.E.D. Planning Group
New York
$13.5M -$263K -2,999 -2%
UWS
100
Unique Wealth Strategies
Illinois
$13.2M +$3.77M +42,983 +44%