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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LAM
126
Lifestyle Asset Management
Texas
$6.85M -$26K -326 -0.4%
PM
127
Parametrica Management
Hong Kong
$6.56M +$1.45M +18,200 +27%
WWM
128
Western Wealth Management
Colorado
$6.54M +$2.57M +32,226 +60%
RL
129
Retireful LLC
Michigan
$6.23M +$6.54M +82,182 New
FS
130
Ferguson Shapiro
Georgia
$6.12M -$259K -3,257 -4%
ZIMP
131
Zimmermann Investment Management & Planning
Pennsylvania
$6.1M +$6.4M +80,367 New
CJFS
132
Coulter & Justus Financial Services
Tennessee
$6M -$136K -1,714 -2%
GAG
133
Goodman Advisory Group
Massachusetts
$5.96M -$1.7M -21,380 -21%
WIM
134
WealthPlan Investment Management
Nebraska
$5.91M +$1.61M +20,240 +35%
FA
135
Fermata Advisors
California
$5.86M +$556K +6,981 +10%
JJBC
136
James J. Burns & Company
New York
$5.82M +$215K +2,698 +4%
PCMM
137
Piedmont Capital Management (Montana)
Montana
$5.79M -$26.3M -330,745 -89%
GVAG
138
Great Valley Advisor Group
Delaware
$5.73M -$799K -10,036 -12%
Kovitz Investment Group Partners
139
Kovitz Investment Group Partners
Illinois
$5.7M -$171K -2,151 -3%
PFA
140
Plotkin Financial Advisors
Maryland
$5.69M +$930K +11,674 +18%
EBSAM
141
Eubel Brady & Suttman Asset Management
Ohio
$5.58M -$82.6K -1,037 -1%
PWP
142
Pursue Wealth Partners
California
$5.53M +$350K +4,400 +6%
BSG
143
Black Swift Group
Colorado
$5.5M +$5.78M +72,530 New
GFG
144
Goldstone Financial Group
Illinois
$5.44M -$1.07M -13,428 -16%
RSWM
145
Robertson Stephens Wealth Management
California
$5.43M +$5.7M +71,576 New
YIA
146
YHB Investment Advisors
Connecticut
$5.37M +$2.22M +27,818 +65%
NAM
147
NorthCrest Asset Manangement
Minnesota
$5.33M -$507K -6,373 -8%
JWM
148
Jackson Wealth Management
Florida
$5.3M +$547K +6,870 +11%
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$5.09M +$499K +6,264 +10%
FH
150
FWG Holdings
Florida
$5.08M +$204K +2,566 +4%