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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
101
Acorn Wealth Advisors
Michigan
$2.99M +$560K +8,500 +25%
AAS
102
Avantax Advisory Services
Texas
$2.97M -$24.9K -378 -0.9%
MCM
103
Mengis Capital Management
Oregon
$2.9M +$274K +4,162 +11%
LWP
104
Laurel Wealth Planning
Minnesota
$2.8M -$3.03K -46 -0.1%
CC
105
Claybrook Capital
Massachusetts
$2.65M
CSPIA
106
Cary Street Partners Investment Advisory
Virginia
$2.57M -$280K -4,256 -10%
GIA
107
Gladstone Institutional Advisory
Florida
$2.53M +$303K +4,602 +14%
SAM
108
Summit Asset Management
Tennessee
$2.47M +$488K +7,405 +26%
APA
109
American Portfolios Advisors
New York
$2.42M +$449K +6,820 +24%
PP
110
Prudential plc
United Kingdom
$2.41M +$909K +13,800 +66%
LFF
111
Level Four Financial
Texas
$2.36M +$218K +3,309 +11%
CW
112
CreativeOne Wealth
Kansas
$2.14M +$376K +5,700 +23%
KM
113
Kalos Management
Georgia
$2.13M +$858K +13,027 +79%
LPT
114
Legacy Private Trust
Wisconsin
$2.09M +$1.98M +30,121 New
SG
115
StoneX Group
New York
$1.97M +$51.9K +788 +3%
CAL
116
Capital Analysts LLC
Pennsylvania
$1.88M +$962K +14,597 +117%
PPP
117
Private Portfolio Partners
New Jersey
$1.86M -$20.4K -309 -1%
VWA
118
V Wealth Advisors
Kansas
$1.85M +$422K +6,399 +32%
CRWM
119
Castle Rock Wealth Management
California
$1.74M +$344K +5,217 +27%
Cetera Investment Advisers
120
Cetera Investment Advisers
Illinois
$1.71M -$17.6K -267 -1%
CWM
121
Collaborative Wealth Management
Florida
$1.68M +$1.49M +22,543 New
LNC
122
Lincoln National Corp
Pennsylvania
$1.65M -$19K -289 -1%
MCC
123
Money Concepts Capital
Florida
$1.64M +$1.51M +22,970 +3,561%
OLA
124
Oliver Luxxe Assets
New Jersey
$1.6M +$46.7K +708 +3%
BFO
125
Boston Family Office
Massachusetts
$1.6M -$60.2K -914 -4%