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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$717K +$57.9K +1,060 +9%
CPIA
127
Cornell Pochily Investment Advisors
New York
$695K +$93.6K +1,713 +16%
William Blair & Company
128
William Blair & Company
Illinois
$692K -$24.7K -452 -3%
WTC
129
WhitTier Trust Company
Nevada
$682K
LCP
130
Legacy Capital Partners
Wisconsin
$664K +$2.68K +49 +0.4%
ASN
131
Advisory Services Network
Georgia
$660K
BWM
132
BCS Wealth Management
Tennessee
$659K +$133K +2,428 +25%
FFN
133
Focus Financial Network
Minnesota
$626K -$9.29K -170 -1%
OSNBOA
134
Old Second National Bank of Aurora
Illinois
$612K
WEC
135
Winslow Evans & Crocker
Massachusetts
$589K -$111K -2,035 -16%
JWCA
136
J.W. Cole Advisors
Florida
$583K +$584K +10,686 New
FSA
137
Financial Services Advisory
Maryland
$579K -$13.1M -240,442 -96%
BAM
138
Belpointe Asset Management
Nevada
$575K +$22.3K +408 +4%
CAL
139
Capital Analysts LLC
Pennsylvania
$574K
WS
140
Wedbush Securities
California
$565K -$80.2K -1,467 -12%
JMPWA
141
JP Morgan Private Wealth Advisors
California
$561K +$561K +10,270 New
CRWM
142
Castle Rock Wealth Management
California
$540K -$156K -2,857 -23%
WI
143
Wintrust Investments
Illinois
$540K
SC
144
Soundwatch Capital
Connecticut
$499K
AWA
145
Arete Wealth Advisors
Illinois
$441K +$110K +2,021 +34%
AWM
146
AE Wealth Management
Kansas
$431K +$710 +13 +0.2%
Creative Planning
147
Creative Planning
Kansas
$423K -$13.4K -245 -3%
Comerica Bank
148
Comerica Bank
Texas
$419K
NFSG
149
Newbridge Financial Services Group
Florida
$387K +$387K +7,090 New
BJL
150
Brighton Jones LLC
Washington
$374K