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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NEPWA
76
New England Private Wealth Advisors
Massachusetts
$17.8M +$1.62M +16,582 +10%
AWG
77
Altus Wealth Group
Colorado
$17.7M +$217K +2,225 +1%
DC
78
Davenport & Co
Virginia
$16.8M -$1.27M -13,053 -7%
MCM
79
MAI Capital Management
Ohio
$16.7M -$1.96M -20,136 -11%
IA
80
IFP Advisors
Florida
$16.7M -$693K -7,103 -4%
KSWA
81
Kathleen S. Wright Associates
Pennsylvania
$16.7M +$451K +4,626 +3%
JSW
82
Journey Strategic Wealth
New Jersey
$16.6M +$484K +4,963 +3%
GCM
83
Graver Capital Management
Ohio
$16.4M -$118K -1,209 -0.7%
JJBC
84
James J. Burns & Company
New York
$16.2M +$886K +9,086 +6%
AWS
85
Aspen Wealth Strategies
Colorado
$16.2M -$2.26M -23,188 -12%
Mariner
86
Mariner
Kansas
$16.1M -$1.73M -17,742 -10%
OWP
87
Obermeyer Wealth Partners
Colorado
$16M -$10.2M -104,311 -39%
HAS
88
HBW Advisory Services
California
$15.8M -$171K -1,758 -1%
SEEDPG
89
S.E.E.D. Planning Group
New York
$15.2M +$928K +9,514 +7%
SA
90
Sanctuary Advisors
Indiana
$14.7M -$206K -2,111 -1%
SWM
91
SK Wealth Management
Rhode Island
$14.3M -$4.43M -45,444 -24%
FOR
92
Family Office Research
Maryland
$14.1M -$300K -3,079 -2%
Rockefeller Capital Management
93
Rockefeller Capital Management
New York
$13.9M +$2.13M +21,884 +18%
IFG
94
Independent Financial Group
California
$13.4M +$212K +2,170 +2%
JGCM
95
Joseph Group Capital Management
Ohio
$13.3M +$208K +2,128 +2%
UWS
96
Unique Wealth Strategies
Illinois
$13M -$933K -9,566 -7%
GFG
97
Goldstone Financial Group
Illinois
$12.7M +$452K +4,638 +4%
RSWM
98
Robertson Stephens Wealth Management
California
$12.4M +$202K +2,075 +2%
JP Morgan Chase
99
JP Morgan Chase
New York
$12.1M -$2.23M -22,884 -16%
OC
100
Oppenheimer & Co
New York
$12.1M -$138K -1,411 -1%