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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
101
Onyx Bridge Wealth Group
New York
$12.7M +$1.94M +25,009 +20%
Creative Planning
102
Creative Planning
Kansas
$12.6M +$3.38M +43,482 +41%
IA
103
IFP Advisors
Florida
$12.4M -$681K -8,767 -6%
RWA
104
Redhawk Wealth Advisors
Minnesota
$12.3M +$11.3M +144,997 New
ES
105
Eagle Strategies
New York
$12.1M +$210K +2,708 +2%
UFA
106
US Financial Advisors
Massachusetts
$12.1M +$323K +4,157 +3%
BMM
107
Berkshire Money Management
Massachusetts
$12M +$11M +141,829 New
ZIG
108
Zurich Insurance Group
Switzerland
$12M +$127K +1,639 +1%
AA
109
Apriem Advisors
California
$11.9M +$142K +1,825 +1%
JP Morgan Chase
110
JP Morgan Chase
New York
$11.5M +$2.25M +28,969 +27%
Mariner
111
Mariner
Kansas
$11.3M -$548K -7,062 -5%
PAMG
112
Patton Albertson Miller Group
Tennessee
$11.2M +$2.15M +27,673 +26%
PJWM
113
Philip James Wealth Mangement
Georgia
$11.2M +$10.3M +132,224 New
OAJ
114
Ogorek Anthony Joseph
New York
$11.2M +$228K +2,939 +2%
ACS
115
Archford Capital Strategies
Illinois
$11.1M +$1.97M +25,373 +24%
AWM
116
AE Wealth Management
Kansas
$11M +$6.54M +84,168 +181%
AA
117
Ancora Advisors
Ohio
$11M +$7.55M +97,287 +297%
AOG
118
Alpha Omega Group
Virginia
$11M +$156K +2,013 +2%
AWS
119
Atria Wealth Solutions
New York
$10.8M +$1.91M +24,620 +24%
BCI
120
Brinker Capital Investments
Pennsylvania
$10.7M -$951K -12,245 -9%
OPS
121
Orion Portfolio Solutions
Nebraska
$10.7M -$951K -12,245 -9%
BAWC
122
Boyce & Associates Wealth Consulting
Texas
$10.7M +$355K +4,571 +4%
KSWA
123
Kathleen S. Wright Associates
Pennsylvania
$10.6M +$730K +9,405 +8%
SPC
124
Sigma Planning Corp
Michigan
$10.4M -$9.15M -117,831 -49%
TFS
125
Thoroughbred Financial Services
Tennessee
$10M +$1.06M +13,667 +13%