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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
126
American Portfolios Advisors
New York
$2.34M -$376K -5,595 -13%
AFM
127
Andesa Financial Management
Pennsylvania
$2.29M +$1.15M +17,070 +81%
BFWA
128
Benchmark Financial Wealth Advisors
Florida
$2.26M +$165K +2,456 +7%
IWM
129
IHT Wealth Management
Illinois
$2.23M -$50.5K -751 -2%
CAG
130
Csenge Advisory Group
Florida
$2.22M -$190K -2,830 -7%
OPS
131
Orion Portfolio Solutions
Nebraska
$2.21M -$70.8K -1,053 -3%
RCAG
132
Rehmann Capital Advisory Group
Michigan
$2.19M +$76.9K +1,143 +3%
WKSWA
133
White Knight Strategic Wealth Advisors
New Jersey
$2.14M +$31.2K +464 +1%
JJBC
134
James J. Burns & Company
New York
$2.12M +$2.38M +35,406 New
CC
135
Claybrook Capital
Massachusetts
$2.12M – – –
SG
136
StoneX Group
New York
$2.11M +$36.4K +541 +2%
TCM
137
Triumph Capital Management
Colorado
$2.08M +$236K +3,517 +11%
Nomura Asset Management
138
Nomura Asset Management
Japan
$2.07M +$2.32M +34,455 New
BAM
139
Belpointe Asset Management
Nevada
$2.05M +$106K +1,583 +5%
TB
140
Treynor Bancshares
Iowa
$2.05M +$22.1K +329 +1%
IAN
141
Integrated Advisors Network
Texas
$2.04M +$427K +6,357 +23%
SMC
142
Smith, Moore & Co
Missouri
$2M -$201K -2,988 -8%
PFA
143
Plotkin Financial Advisors
Maryland
$1.99M +$266K +3,960 +14%
RF
144
Resolute Financial
Massachusetts
$1.97M -$38.1K -566 -2%
CPC
145
Cookson Peirce & Co
Pennsylvania
$1.95M +$99.6K +1,481 +5%
TRCT
146
Tower Research Capital (TRC)
New York
$1.82M +$1.04M +15,501 +104%
LNC
147
Lincoln National Corp
Pennsylvania
$1.77M +$438K +6,519 +28%
JMPWA
148
JP Morgan Private Wealth Advisors
California
$1.74M -$215K -3,199 -10%
YIH
149
Y-Intercept (HK)
Hong Kong
$1.71M +$1.92M +28,571 New
PPP
150
Private Portfolio Partners
New Jersey
$1.71M -$83K -1,235 -4%
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