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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UWS
101
Unique Wealth Strategies
Illinois
$12.9M -$640K -6,271 -5%
RSWM
102
Robertson Stephens Wealth Management
California
$12.9M +$13.8K +135 +0.1%
OC
103
Oppenheimer & Co
New York
$12.8M +$195K +1,910 +2%
JP Morgan Chase
104
JP Morgan Chase
New York
$12.8M +$170K +1,661 +1%
NF
105
Napier Financial
Massachusetts
$12.8M +$12.6M +123,650 New
PJWM
106
Philip James Wealth Mangement
Georgia
$12.4M +$151K +1,482 +1%
P
107
&Partners
Tennessee
$12.1M +$396K +3,876 +3%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$11.8M -$455K -4,455 -4%
ERFOTCOFW
109
Employees Retirement Fund of the City of Fort Worth
Texas
$11.2M -$1.1M -10,800 -9%
NCM
110
Novare Capital Management
North Carolina
$11M +$42.3K +414 +0.4%
FF
111
Farrow Financial
Vermont
$10.9M -$613 -6 -0%
BAWC
112
Boyce & Associates Wealth Consulting
Texas
$10.7M -$13.7K -134 -0.1%
KAS
113
Kestra Advisory Services
Texas
$10.6M +$2.06M +20,194 +25%
AWS
114
Aspen Wealth Strategies
Colorado
$10.3M -$6.49M -63,560 -39%
WIM
115
WealthPlan Investment Management
Nebraska
$10M -$416K -4,078 -4%
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$9.79M +$9.8K +96 +0.1%
TA
117
TPG Advisors
Illinois
$9.7M +$139K +1,360 +1%
4PL
118
46 Peaks LLC
Pennsylvania
$9.69M +$9.56M +93,587 New
Focus Partners Wealth
119
Focus Partners Wealth
Massachusetts
$9.53M +$5M +48,952 +114%
AWA
120
Acorn Wealth Advisors
Michigan
$9.29M -$675K -6,612 -7%
FS
121
Ferguson Shapiro
Georgia
$9.2M +$1.84M +18,022 +25%
PWP
122
Pursue Wealth Partners
California
$9.15M +$42.5K +416 +0.5%
FH
123
FWG Holdings
Florida
$9.06M +$201K +1,966 +2%
NAM
124
NorthCrest Asset Manangement
Minnesota
$9.01M +$304K +2,976 +4%
EFP
125
EnRich Financial Partners
Wisconsin
$8.84M -$144K -1,412 -2%