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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KSWA
101
Kathleen S. Wright Associates
Pennsylvania
$8.19M +$663K +8,806 +9%
PFA
102
Peak Financial Advisors
Colorado
$8.12M +$3.36M +44,704 +78%
Corient Private Wealth
103
Corient Private Wealth
Florida
$8.11M +$913K +12,128 +14%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$8.01M +$4.21M +55,985 +126%
GAG
105
Goodman Advisory Group
Massachusetts
$7.98M +$7.53M +100,028 New
WWM
106
WJ Wealth Management
Arizona
$7.88M +$7.43M +98,761 New
PFS
107
Prospera Financial Services
Texas
$7.87M +$521K +6,916 +8%
JP Morgan Chase
108
JP Morgan Chase
New York
$7.73M +$344K +4,564 +5%
BAWC
109
Boyce & Associates Wealth Consulting
Texas
$7.68M +$2.49M +33,128 +52%
DFA
110
DHK Financial Advisors
New Hampshire
$7.43M +$5.2M +69,120 +288%
DP
111
Denver PWM
Colorado
$7.32M +$42.5K +564 +0.6%
LAM
112
Lifestyle Asset Management
Texas
$7.23M +$6.82M +90,596 New
OC
113
Oppenheimer & Co
New York
$7.11M -$145K -1,933 -2%
LWP
114
Laurel Wealth Planning
Minnesota
$7.05M +$410K +5,451 +7%
TFS
115
Thoroughbred Financial Services
Tennessee
$6.89M +$2.24M +29,800 +53%
AWM
116
Aspire Wealth Management
Massachusetts
$6.87M +$3.74M +49,725 +137%
GVAG
117
Great Valley Advisor Group
Delaware
$6.83M +$968K +12,866 +18%
GFG
118
Goldstone Financial Group
Illinois
$6.8M +$735K +9,768 +13%
IFG
119
Independent Financial Group
California
$6.71M +$698K +9,277 +12%
FS
120
Ferguson Shapiro
Georgia
$6.69M -$220K -2,918 -3%
CJFS
121
Coulter & Justus Financial Services
Tennessee
$6.45M -$154K -2,042 -2%
NEPWA
122
New England Private Wealth Advisors
Massachusetts
$6.24M +$5.88M +78,175 New
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$6.23M +$5.47M +72,734 +1,361%
Kovitz Investment Group Partners
124
Kovitz Investment Group Partners
Illinois
$6.17M +$5.82M +77,350 New
NAM
125
NorthCrest Asset Manangement
Minnesota
$6.12M -$71.3K -947 -1%