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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
126
Brighton Jones LLC
Washington
$221K – – –
MYIA
127
Mount Yale Investment Advisors
Colorado
$220K -$3.88K -82 -2%
CPIA
128
Cornell Pochily Investment Advisors
New York
$220K +$217K +4,580 New
PAS
129
Park Avenue Securities
New York
$216K -$23.5K -496 -10%
CRWM
130
Castle Rock Wealth Management
California
$216K +$212K +4,479 New
LWAC
131
Laurel Wealth Advisors (California)
California
$211K – – –
RWA
132
RGT Wealth Advisors
Texas
$209K – – –
AWM
133
AE Wealth Management
Kansas
$207K -$90.3K -1,907 -31%
CF
134
Centaurus Financial
California
$195K +$75.7K +1,599 +65%
ADL
135
Asset Dedication LLC
California
$186K – – –
GRP
136
Global Retirement Partners
California
$174K +$139K +2,938 +432%
NL
137
NVWM LLC
Pennsylvania
$151K – – –
RCA
138
Rowland Carmichael Advisors
Arizona
$137K – – –
FHA
139
Flagship Harbor Advisors
Massachusetts
$125K +$2.37K +50 +2%
SFSIG
140
San Francisco Sentry Investment Group
California
$116K -$14.7K -310 -11%
GSWM
141
Golden State Wealth Management
California
$107K – – –
GWM
142
Geneos Wealth Management
Colorado
$99K – – –
CIAS
143
Capital Investment Advisory Services
North Carolina
$92K – – –
MIFH
144
Migdal Insurance & Financial Holdings
Israel
$91K -$22.3K -470 -20%
MWM
145
Meridian Wealth Management
Kentucky
$80K +$78.8K +1,665 New
ASN
146
Advisory Services Network
Georgia
$75K +$59.2K +1,251 +397%
CFGS
147
Concourse Financial Group Securities
Alabama
$70K – – –
BC
148
Barnett & Company
Tennessee
$60K +$22.6K +477 +62%
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$54K – – –
AIM
150
Anchor Investment Management
South Carolina
$53.9K – – –