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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HFS
101
Howard Financial Services
Texas
$10.2M -$950K -9,401 -9%
Tudor Investment Corp
102
Tudor Investment Corp
Connecticut
$10.1M +$9.82M +97,185 New
KAS
103
Kestra Advisory Services
Texas
$9.97M -$999K -9,877 -9%
PIP
104
Philadelphia Investment Partners
New Jersey
$9.96M +$472K +4,672 +5%
RIS
105
Richmond Investment Services
Wisconsin
$9.91M -$21M -207,569 -69%
FF
106
Farrow Financial
Vermont
$9.88M -$972K -9,614 -9%
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$9.75M -$411K -4,066 -4%
AWS
108
Aspen Wealth Strategies
Colorado
$9.72M -$473K -4,682 -5%
BFO
109
Boston Family Office
Massachusetts
$9.39M +$2.35M +23,202 +35%
AWM
110
Activest Wealth Management
Florida
$9.32M -$11.1M -109,460 -55%
TA
111
TPG Advisors
Illinois
$8.55M +$280K +2,767 +3%
PWP
112
Pursue Wealth Partners
California
$8.52M -$609K -6,020 -7%
FIA
113
Foundations Investment Advisors
Arizona
$8.5M +$609K +6,021 +8%
EFP
114
EnRich Financial Partners
Wisconsin
$8.44M -$398K -3,933 -5%
PJWM
115
Philip James Wealth Mangement
Georgia
$8.27M -$203K -2,012 -2%
OBWG
116
Onyx Bridge Wealth Group
New York
$8.26M -$125K -1,240 -2%
BFA
117
Beaumont Financial Advisors
Massachusetts
$8.08M -$257K -2,547 -3%
SPIA
118
Steward Partners Investment Advisory
New York
$7.95M -$13.9M -137,295 -64%
CFG
119
Copley Financial Group
California
$7.83M +$148K +1,468 +2%
ERFOTCOFW
120
Employees Retirement Fund of the City of Fort Worth
Texas
$7.8M -$3.34M -33,000 -31%
CIA
121
Concurrent Investment Advisors
Florida
$7.74M -$19.3M -191,135 -72%
SPC
122
Sigma Planning Corp
Michigan
$7.62M +$130K +1,287 +2%
BWG
123
Boomfish Wealth Group
Georgia
$7.48M -$140K -1,386 -2%
ANBOT
124
American National Bank of Texas
Texas
$7.44M +$90.5K +895 +1%
AF
125
Allworth Financial
California
$7.4M -$325K -3,210 -4%