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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WP
101
WealthPLAN Partners
Nebraska
$16.4M -$202K -2,213 -1%
AWS
102
Atria Wealth Solutions
New York
$16.4M -$1.32M -14,419 -8%
CF
103
Centaurus Financial
California
$16.1M -$458K -5,009 -3%
AI
104
Atria Investments
North Carolina
$16.1M -$5.97M -65,281 -28%
IA
105
IFP Advisors
Florida
$15.8M +$376K +4,107 +3%
PJWM
106
Philip James Wealth Mangement
Georgia
$15.8M +$210K +2,293 +1%
KAS
107
Kestra Advisory Services
Texas
$15.7M +$1.47M +16,095 +11%
Truist Financial
108
Truist Financial
North Carolina
$15.4M -$3.07M -33,548 -17%
AOG
109
Alpha Omega Group
Virginia
$15.3M -$1.17M -12,811 -8%
JP Morgan Chase
110
JP Morgan Chase
New York
$15.2M +$2.82M +30,816 +24%
AWG
111
Altus Wealth Group
Colorado
$15.1M +$2.57M +28,090 +22%
SAW
112
Signal Advisors Wealth
Michigan
$15M +$13.9M +152,097 +5,335%
FWM
113
Foguth Wealth Management
Michigan
$14.9M +$4.84M +52,893 +51%
Creative Planning
114
Creative Planning
Kansas
$14.7M +$50.5K +552 +0.4%
SEEDPG
115
S.E.E.D. Planning Group
New York
$14.3M +$4.14M +45,277 +44%
KSWA
116
Kathleen S. Wright Associates
Pennsylvania
$14.2M +$207K +2,263 +2%
FDCDDQ
117
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.1M -$388K -4,245 -3%
JSW
118
Journey Strategic Wealth
New Jersey
$13.9M +$2.04M +22,332 +18%
HAS
119
HBW Advisory Services
California
$13.6M +$6.38M +69,757 +98%
RSWM
120
Robertson Stephens Wealth Management
California
$13.6M +$11.8M +128,528 +1,132%
FA
121
Flagstar Advisors
New York
$13.5M +$556K +6,076 +5%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$13.3M +$1.91M +20,894 +18%
OBWG
123
Onyx Bridge Wealth Group
New York
$13.2M -$50K -547 -0.4%
BAWC
124
Boyce & Associates Wealth Consulting
Texas
$13.1M +$411K +4,490 +3%
ACS
125
Archford Capital Strategies
Illinois
$13M +$330K +3,605 +3%