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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
101
Wagner Wealth Management (South Carolina)
South Carolina
$58K
CCM
102
Covington Capital Management
California
$57K
MCWS
103
McKinley Carter Wealth Services
West Virginia
$56K +$58.6K +1,350 New
MIFH
104
Migdal Insurance & Financial Holdings
Israel
$53K +$27.1K +625 +95%
SEI Investments
105
SEI Investments
Pennsylvania
$52K -$10.5K -243 -16%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$47K +$48.9K +1,126 New
FBT
107
First Bank & Trust
South Dakota
$42K -$12.6K -290 -22%
RFC
108
Regions Financial Corp
Alabama
$39K +$40.9K +942 New
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$38K +$39.8K +918 New
UBS AM
110
UBS AM
Illinois
$33.5K
PGWM
111
Parisi Gray Wealth Management
New Jersey
$29K
AF
112
Advisornet Financial
Minnesota
$25K
GRP
113
Global Retirement Partners
California
$22K +$23K +530 New
SP
114
SWS Partners
Ohio
$20K -$21.6K -498 Closed
RFM
115
Royal Fund Management
Florida
$20K
SIS
116
Sound Income Strategies
Florida
$20K +$21.2K +489 New
APA
117
American Portfolios Advisors
New York
$17.9K
PK
118
Pflug Koory
Nebraska
$15K
CFD
119
Creative Financial Designs
Indiana
$14K +$14.7K +338 New
BFEC
120
Benjamin F. Edwards & Company
Missouri
$12K
CFA
121
Carroll Financial Associates
North Carolina
$10K +$10.5K +242 New
BlackRock
122
BlackRock
New York
$9K
PS
123
Portfolio Solutions
Michigan
$9K
FGAM
124
Financial Gravity Asset Management
Texas
$8K +$8.77K +202 New
FGC
125
Financial Gravity Companies
Texas
$8K +$8.77K +202 New