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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
101
Partnervest Advisory Services
California
$1.1M -$140K -2,650 -12%
CAN
102
Cetera Advisor Networks
California
$1.09M +$501K +9,473 +89%
9WM
103
9258 Wealth Management
Ohio
$1.06M +$1.02M +19,325 New
APA
104
American Portfolios Advisors
New York
$1.04M +$223K +4,207 +29%
CF
105
Centaurus Financial
California
$906K +$498K +9,419 +132%
CSPIA
106
Cary Street Partners Investment Advisory
Virginia
$877K +$847K +16,009 New
FEM
107
Fulcrum Equity Management
Texas
$872K +$842K +15,921 New
CAN
108
Claraphi Advisory Network
United States
$862K +$51.6K +976 +7%
Northern Trust
109
Northern Trust
Illinois
$832K – – –
FFN
110
Focus Financial Network
Minnesota
$772K -$18.8K -356 -2%
FEG
111
Financial Enhancement Group
Indiana
$762K +$9.31K +176 +1%
ACA
112
Aptus Capital Advisors
Alabama
$752K -$58.4K -1,104 -7%
WEC
113
Winslow Evans & Crocker
Massachusetts
$740K -$223K -4,210 -24%
CRWM
114
Castle Rock Wealth Management
California
$721K +$43.8K +827 +7%
AWA
115
Acorn Wealth Advisors
Michigan
$720K +$8.89K +168 +1%
PPP
116
Private Portfolio Partners
New Jersey
$713K +$3.39K +64 +0.5%
IWC
117
Integrated Wealth Concepts
Massachusetts
$711K -$7.04K -133 -1%
PP
118
Prudential plc
United Kingdom
$709K +$177K +3,340 +35%
MC
119
Moors & Cabot
Massachusetts
$706K -$1.6M -30,166 -70%
CBFP
120
Cedar Brook Financial Partners
Ohio
$703K +$231K +4,356 +51%
WTC
121
WhitTier Trust Company
Nevada
$687K – – –
William Blair & Company
122
William Blair & Company
Illinois
$684K -$17.7K -335 -3%
RFN
123
RDA Financial Network
Iowa
$673K +$57.2K +1,081 +10%
Creative Planning
124
Creative Planning
Kansas
$671K +$12.9K +243 +2%
FPGK
125
Financial Partners Group (Kansas)
Kansas
$663K +$639K +12,073 New