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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
JIP
101
Jaffetilchin Investment Partners
Florida
$4.16M +$4.16M +64,158 New
CA
102
Cornerstone Advisory
Maryland
$4.08M +$792K +12,207 +24%
FA
103
Fermata Advisors
California
$4.04M +$55.1K +850 +1%
TP
104
Tranquility Partners
Tennessee
$3.98M +$334K +5,152 +9%
BRWA
105
B. Riley Wealth Advisors
Florida
$3.92M +$10.4K +160 +0.3%
WA1
106
Wimmer Associates 1
California
$3.91M +$352K +5,432 +10%
CAL
107
Capital Analysts LLC
Pennsylvania
$3.9M +$312K +4,813 +9%
CW
108
Connectus Wealth
Ohio
$3.83M -$130K -2,011 -3%
FFWM
109
Future Financial Wealth Management
Ohio
$3.76M +$45.7K +705 +1%
AWS
110
Atria Wealth Solutions
New York
$3.64M +$255K +3,932 +8%
SPA
111
Sentinel Pension Advisors
Massachusetts
$3.5M +$101K +1,558 +3%
AWA
112
Acorn Wealth Advisors
Michigan
$3.47M +$50.2K +774 +1%
TFS
113
Thoroughbred Financial Services
Tennessee
$3.46M +$528K +8,146 +18%
MCM
114
Mengis Capital Management
Oregon
$3.44M +$232K +3,583 +7%
AC
115
Anson Capital
Georgia
$3.44M +$613K +9,444 +22%
CWG
116
Cornerstone Wealth Group
North Carolina
$3.36M +$84.2K +1,298 +3%
AAS
117
Avantax Advisory Services
Texas
$3.36M +$104K +1,597 +3%
IF
118
IRON Financial
Illinois
$3.36M -$47.1K -726 -1%
OPS
119
Orion Portfolio Solutions
Nebraska
$3.35M +$963K +14,844 +40%
GVAG
120
Great Valley Advisor Group
Delaware
$3.32M -$244K -3,766 -7%
SIM
121
Seaview Investment Managers
Florida
$3.31M +$53.3K +822 +2%
CSPIA
122
Cary Street Partners Investment Advisory
Virginia
$3.29M -$73.2K -1,129 -2%
WAP
123
Wealthcare Advisory Partners
Pennsylvania
$3.26M +$3.26M +50,191 New
Citigroup
124
Citigroup
New York
$3.24M +$156K +2,407 +5%
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$3.22M -$843K -13,001 -21%