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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
126
Penserra Capital Management
California
$636K +$615K +11,628 New
OSNBOA
127
Old Second National Bank of Aurora
Illinois
$614K -$47.5K -898 -7%
CWM
128
Cornerstone Wealth Management
Missouri
$590K +$101K +1,910 +22%
WI
129
Wintrust Investments
Illinois
$587K -$1.75K -33 -0.3%
RGC
130
Roberts, Glore & Co
Illinois
$565K +$547K +10,330 New
Janney Montgomery Scott
131
Janney Montgomery Scott
Pennsylvania
$544K +$525K +9,925 New
TRCT
132
Tower Research Capital (TRC)
New York
$492K -$65.5K -1,237 -12%
BAM
133
Belpointe Asset Management
Nevada
$483K +$19.8K +375 +4%
AWM
134
Adams Wealth Management
Utah
$483K +$466K +8,814 New
OLA
135
Oliver Luxxe Assets
New Jersey
$474K +$38.2K +721 +9%
DL
136
DOHJ LLC
Washington
$451K +$435K +8,227 New
CPIA
137
Cornell Pochily Investment Advisors
New York
$398K +$40.5K +765 +12%
NA
138
NewEdge Advisors
Louisiana
$393K
ASN
139
Advisory Services Network
Georgia
$388K +$292K +5,522 +353%
HIIFS
140
Harel Insurance Investments & Financial Services
Israel
$383K -$1.59K -30 -0.4%
BUB
141
BBVA USA Bancshares
Texas
$381K -$402K -7,605 -52%
JWCA
142
J.W. Cole Advisors
Florida
$377K +$364K +6,876 New
NAS
143
Nicolet Advisory Services
Wisconsin
$366K +$4.6K +87 +1%
Comerica Bank
144
Comerica Bank
Texas
$357K +$72.7K +1,373 +27%
BJL
145
Brighton Jones LLC
Washington
$348K +$92.4K +1,747 +38%
GAG
146
GM Advisory Group
New York
$345K +$10.6K +200 +3%
GRP
147
Global Retirement Partners
California
$343K +$100K +1,889 +43%
SAM
148
Summit Asset Management
Tennessee
$341K +$99.2K +1,875 +43%
CA
149
Cetera Advisors
Colorado
$339K +$328K +6,200 New
BSAM
150
Blue Sky Asset Management
Colorado
$336K +$325K +6,138 New