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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FBT
101
First Bank & Trust
South Dakota
$47K – – –
UBS AM
102
UBS AM
Illinois
$47K – – –
AIM
103
Anchor Investment Management
South Carolina
$47K +$7.3K +160 +19%
SFSIG
104
San Francisco Sentry Investment Group
California
$46K +$20.3K +445 +82%
TRCT
105
Tower Research Capital (TRC)
New York
$44K -$847K -18,559 -95%
RFC
106
Regions Financial Corp
Alabama
$44K – – –
PGWM
107
Parisi Gray Wealth Management
New Jersey
$33K – – –
GRP
108
Global Retirement Partners
California
$29K +$1.05K +23 +4%
SWA
109
Sutton Wealth Advisors
Florida
$28.6K +$27.9K +612 New
AF
110
Advisornet Financial
Minnesota
$28K – – –
RFM
111
Royal Fund Management
Florida
$28K +$4.52K +99 +20%
PS
112
Portfolio Strategies
New York
$24K – – –
MWPCG
113
Measured Wealth Private Client Group
New Hampshire
$24K +$23.5K +516 New
SIS
114
Sound Income Strategies
Florida
$23K – – –
PK
115
Pflug Koory
Nebraska
$17K – – –
SWP
116
Stratos Wealth Partners
Ohio
$16K +$15.5K +339 New
BFEC
117
Benjamin F. Edwards & Company
Missouri
$14K – – –
CFA
118
Carroll Financial Associates
North Carolina
$11K – – –
BlackRock
119
BlackRock
New York
$9K -$548 -12 -6%
AWM
120
AllSquare Wealth Management
New York
$9K – – –
FGAM
121
Financial Gravity Asset Management
Texas
$9K – – –
TCOV
122
Trust Company of Vermont
Vermont
$9K +$8.49K +186 New
FHA
123
Flagship Harbor Advisors
Massachusetts
$8K +$3.65K +80 +90%
Financial Engines Advisors
124
Financial Engines Advisors
California
$7K +$6.98K +153 New
GAM
125
Gemmer Asset Management
California
$6K – – –