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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
101
Independent Financial Group
California
$12.5M -$65.5K -747 -0.6%
JGCM
102
Joseph Group Capital Management
Ohio
$12.4M +$579K +6,595 +5%
SO
103
Sierra Ocean
California
$12.2M -$355K -4,045 -3%
GFG
104
Goldstone Financial Group
Illinois
$12M +$535K +6,101 +5%
PAWA
105
Palo Alto Wealth Advisors
California
$12M -$1.53M -17,462 -12%
ES
106
Eagle Strategies
New York
$11.9M +$291K +3,312 +3%
FA
107
Fermata Advisors
California
$11.9M -$994K -11,333 -8%
OC
108
Oppenheimer & Co
New York
$11.6M -$342K -3,894 -3%
RSWM
109
Robertson Stephens Wealth Management
California
$11.5M -$737K -8,405 -6%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$11.3M -$1.19M -13,618 -10%
BAWC
111
Boyce & Associates Wealth Consulting
Texas
$11.2M -$1.16M -13,188 -10%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$11.1M -$112K -1,272 -1%
SPC
113
Sigma Planning Corp
Michigan
$11M -$5.98M -68,222 -37%
PFA
114
Plotkin Financial Advisors
Maryland
$10.8M -$181K -2,064 -2%
Janney Montgomery Scott
115
Janney Montgomery Scott
Pennsylvania
$9.89M +$240K +2,741 +3%
FF
116
Farrow Financial
Vermont
$9.88M -$18.5K -211 -0.2%
NCM
117
Novare Capital Management
North Carolina
$9.86M +$147K +1,671 +2%
EH
118
Equitable Holdings
New York
$9.65M -$583K -6,643 -6%
AC
119
AlphaCore Capital
California
$9.36M +$1.58M +17,980 +22%
WIM
120
WealthPlan Investment Management
Nebraska
$9.15M +$2.89M +32,963 +51%
AWA
121
Acorn Wealth Advisors
Michigan
$9.02M +$20K +228 +0.2%
VFG
122
Victory Financial Group
Texas
$8.89M +$5.94M +67,669 +249%
CWM
123
Congress Wealth Management
Massachusetts
$8.89M -$27.3K -311 -0.3%
P
124
&Partners
Tennessee
$8.71M -$479K -5,463 -6%
MSWA
125
Marshall & Sterling Wealth Advisors
New York
$8.52M -$318K -3,626 -4%