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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
101
Atria Wealth Solutions
New York
$15.9M +$4.32M +50,404 +40%
AA
102
Ancora Advisors
Ohio
$15.6M +$3.71M +43,234 +33%
WP
103
WealthPLAN Partners
Nebraska
$15.6M -$607K -7,076 -4%
DC
104
Darrow Company
Massachusetts
$15.5M +$720K +8,395 +5%
NA
105
NewEdge Advisors
Louisiana
$15.4M -$76.4K -890 -0.5%
MWM
106
Mission Wealth Management
California
$14.7M +$13.4M +156,758 +2,365%
AA
107
Apriem Advisors
California
$14.2M +$1.5M +17,475 +12%
CF
108
Centaurus Financial
California
$13.9M +$308K +3,595 +2%
IA
109
IFP Advisors
Florida
$13.8M +$686K +7,991 +5%
Creative Planning
110
Creative Planning
Kansas
$13.6M +$288K +3,352 +2%
UFA
111
US Financial Advisors
Massachusetts
$13M +$220K +2,565 +2%
ZIG
112
Zurich Insurance Group
Switzerland
$12.6M
PJWM
113
Philip James Wealth Mangement
Georgia
$12.5M +$570K +6,645 +5%
Baird Financial Group
114
Baird Financial Group
Wisconsin
$12.5M +$2.42M +28,174 +26%
JP Morgan Chase
115
JP Morgan Chase
New York
$12.3M +$147K +1,710 +1%
KSWA
116
Kathleen S. Wright Associates
Pennsylvania
$12.2M +$844K +9,842 +8%
BAWC
117
Boyce & Associates Wealth Consulting
Texas
$11.9M +$598K +6,971 +6%
OAJ
118
Ogorek Anthony Joseph
New York
$11.8M -$75.5K -880 -0.7%
OBWG
119
Onyx Bridge Wealth Group
New York
$11.7M -$1.16M -13,571 -9%
AOG
120
Alpha Omega Group
Virginia
$11.6M -$32.8K -382 -0.3%
KAS
121
Kestra Advisory Services
Texas
$11.6M -$4.6M -53,607 -29%
RA
122
Ruggaard & Associates
Ohio
$11.5M +$10.1M +117,345 +1,105%
Rockefeller Capital Management
123
Rockefeller Capital Management
New York
$11.4M +$2.97M +34,565 +38%
Mariner
124
Mariner
Kansas
$11.3M -$611K -7,121 -5%
Corient Private Wealth
125
Corient Private Wealth
Florida
$11.2M +$856K +9,972 +9%