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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
126
Asset Dedication LLC
California
$181K
PFPT
127
Pinnacle Financial Partners (Tennessee)
Tennessee
$169K +$164K +3,618 New
NL
128
NVWM LLC
Pennsylvania
$149K
RCA
129
Rowland Carmichael Advisors
Arizona
$133K
SFSIG
130
San Francisco Sentry Investment Group
California
$127K +$78.9K +1,745 +177%
FHA
131
Flagship Harbor Advisors
Massachusetts
$119K -$2.26K -50 -2%
US Bancorp
132
US Bancorp
Minnesota
$111K -$310K -6,865 -74%
MIFH
133
Migdal Insurance & Financial Holdings
Israel
$110K -$13.6K -300 -11%
PWM
134
PRW Wealth Management
Massachusetts
$105K
GSWM
135
Golden State Wealth Management
California
$104K +$101K +2,238 New
RFC
136
Regions Financial Corp
Alabama
$99K +$19.8K +437 +26%
GWM
137
Geneos Wealth Management
Colorado
$97K +$20.3K +450 +28%
CA
138
Cetera Advisors
Colorado
$96K +$93.2K +2,061 New
CIAS
139
Capital Investment Advisory Services
North Carolina
$87K -$8.14K -180 -9%
CCM
140
Covington Capital Management
California
$84K +$10.2K +225 +14%
CFGS
141
Concourse Financial Group Securities
Alabama
$67K +$13.5K +299 +26%
Bank of Montreal
142
Bank of Montreal
Ontario, Canada
$53K
AIM
143
Anchor Investment Management
South Carolina
$52.4K
FBT
144
First Bank & Trust
South Dakota
$47K
UBS AM
145
UBS AM
Illinois
$46.9K
RFM
146
Royal Fund Management
Florida
$36K +$8.04K +178 +29%
BC
147
Barnett & Company
Tennessee
$36K +$35K +775 New
TFGT
148
TS Financial Group (TSFG)
Illinois
$36K +$35.3K +782 New
PGWM
149
Parisi Gray Wealth Management
New Jersey
$33K
GRP
150
Global Retirement Partners
California
$32K +$2.31K +51 +8%