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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
101
RDA Financial Network
Iowa
$519K +$58K +1,225 +13%
WI
102
Wintrust Investments
Illinois
$516K -$14.3K -303 -3%
IWC
103
Integrated Wealth Concepts
Massachusetts
$502K +$202K +4,266 +53%
CIBC World Market
104
CIBC World Market
Ontario, Canada
$451K +$60.3K +1,273 +16%
BAM
105
Belpointe Asset Management
Nevada
$445K -$649K -13,704 -60%
MAS
106
Madden Advisory Services
Florida
$408K -$105K -2,210 -21%
WEC
107
Winslow Evans & Crocker
Massachusetts
$398K -$13.7K -290 -3%
CWM
108
Cornerstone Wealth Management
Missouri
$389K +$46.4K +980 +14%
OLA
109
Oliver Luxxe Assets
New Jersey
$363K +$5.45K +115 +2%
NFG
110
Next Financial Group
Texas
$354K +$349K +7,371 New
CBFP
111
Cedar Brook Financial Partners
Ohio
$348K -$11.5K -242 -3%
NA
112
NewEdge Advisors
Louisiana
$344K
HIIFS
113
Harel Insurance Investments & Financial Services
Israel
$338K +$96.1K +2,030 +41%
NAS
114
Nicolet Advisory Services
Wisconsin
$317K
PFGIA
115
Patriot Financial Group Insurance Agency
Massachusetts
$313K -$8.43K -178 -3%
PS
116
Portfolio Strategies
New York
$313K
BRWA
117
B. Riley Wealth Advisors
Florida
$304K +$22K +465 +8%
SS
118
Sunbelt Securities
Texas
$281K +$277K +5,850 New
GAG
119
GM Advisory Group
New York
$268K +$34.8K +735 +15%
FWM
120
Fairhaven Wealth Management
Illinois
$265K +$261K +5,510 New
VF
121
Virtu Financial
New York
$262K +$258K +5,451 New
ATC
122
Argent Trust Co
Tennessee
$245K +$11.8K +250 +5%
AA
123
Ancora Advisors
Ohio
$225K -$94.5K -1,996 -30%
WF
124
Welch & Forbes
Massachusetts
$225K -$37.9K -800 -15%
BCM
125
Beck Capital Management
Texas
$225K