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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
76
Beaumont Asset Management
Texas
$18M -$2.92M -28,133 -13%
JJBC
77
James J. Burns & Company
New York
$17.7M +$998K +9,627 +6%
NEPWA
78
New England Private Wealth Advisors
Massachusetts
$16.6M -$662K -6,389 -4%
Goldman Sachs
79
Goldman Sachs
New York
$16.5M +$17.7M +170,373 New
MCM
80
MAI Capital Management
Ohio
$15.9M -$111K -1,075 -0.6%
Citigroup
81
Citigroup
New York
$15.3M -$2.58M -24,851 -14%
TWM
82
Tanager Wealth Management
United Kingdom
$14.4M -$1.07M -10,359 -6%
HAS
83
HBW Advisory Services
California
$14.3M -$2.34M -22,587 -13%
IA
84
IFP Advisors
Florida
$14.2M -$1.41M -13,631 -9%
DC
85
Davenport & Co
Virginia
$14M -$2.06M -19,861 -12%
KPWS
86
Kestra Private Wealth Services
Texas
$13.7M -$1.51M -14,585 -9%
SA
87
Sanctuary Advisors
Indiana
$13.6M -$636K -6,137 -4%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$13.3M +$2.42M +23,331 +20%
JGCM
89
Joseph Group Capital Management
Ohio
$13.2M +$259K +2,500 +2%
FOR
90
Family Office Research
Maryland
$13M -$365K -3,519 -3%
SFA
91
Sequoia Financial Advisors
Ohio
$12.7M -$2.27M -21,910 -14%
AC
92
AlphaCore Capital
California
$12.6M +$509K +4,913 +4%
GFG
93
Goldstone Financial Group
Illinois
$12.6M -$347K -3,352 -3%
JP Morgan Chase
94
JP Morgan Chase
New York
$12.4M +$736K +7,097 +6%
OC
95
Oppenheimer & Co
New York
$12.3M +$293K +2,831 +2%
P
96
&Partners
Tennessee
$12.3M +$1M +9,694 +8%
IFG
97
Independent Financial Group
California
$12.2M -$267K -2,576 -2%
NF
98
Napier Financial
Massachusetts
$12.1M +$104K +1,008 +0.8%
FA
99
Fermata Advisors
California
$12M -$86K -830 -0.7%
RSWM
100
Robertson Stephens Wealth Management
California
$12M -$103K -995 -0.8%