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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$5.24M -$147K -2,075 -2%
CA
102
Cornerstone Advisory
Maryland
$5.04M +$386K +5,433 +9%
JJBC
103
James J. Burns & Company
New York
$5.02M +$1.47M +20,747 +44%
PWP
104
Pursue Wealth Partners
California
$4.84M +$71K +1,000 +2%
WA1
105
Wimmer Associates 1
California
$4.71M +$235K +3,315 +5%
JMPWA
106
JP Morgan Private Wealth Advisors
California
$4.67M -$209K -2,938 -4%
AAS
107
Avantax Advisory Services
Texas
$4.61M +$757K +10,664 +21%
BAWC
108
Boyce & Associates Wealth Consulting
Texas
$4.6M -$1.17M -16,430 -21%
FH
109
FWG Holdings
Florida
$4.53M +$3.61M +50,819 +480%
CWM
110
Cornerstone Wealth Management
Missouri
$4.52M +$4.35M +61,276 New
RIA
111
Realta Investment Advisors
Delaware
$4.45M +$4.22M +59,428 +7,542%
BRWA
112
B. Riley Wealth Advisors
Florida
$4.36M -$92.6K -1,305 -2%
CW
113
Connectus Wealth
Ohio
$4.32M -$35.4K -499 -0.8%
FPGK
114
Financial Partners Group (Kansas)
Kansas
$4.32M +$40.7K +574 +1%
PFA
115
Peak Financial Advisors
Colorado
$4.21M +$4.05M +57,024 New
TFS
116
Thoroughbred Financial Services
Tennessee
$4.17M +$224K +3,156 +6%
SIM
117
Seaview Investment Managers
Florida
$3.94M +$176K +2,481 +5%
AWA
118
Acorn Wealth Advisors
Michigan
$3.9M -$41K -577 -1%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$3.83M +$162K +2,287 +5%
MCM
120
Mengis Capital Management
Oregon
$3.83M -$84.5K -1,191 -2%
TP
121
Tranquility Partners
Tennessee
$3.79M -$704K -9,923 -16%
WAP
122
Wealthcare Advisory Partners
Pennsylvania
$3.75M +$46.6K +657 +1%
SPA
123
Sentinel Pension Advisors
Massachusetts
$3.75M -$150K -2,112 -4%
CWG
124
Cornerstone Wealth Group
North Carolina
$3.73M -$91.4K -1,288 -2%
RF
125
Rollins Financial
Georgia
$3.71M +$2.49M +35,081 +231%