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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EH
126
Equitable Holdings
New York
$9.98M +$1.22M +15,755 +15%
TFM
127
Trademark Financial Management
Minnesota
$9.81M +$8.97M +115,532 New
Corient Private Wealth
128
Corient Private Wealth
Florida
$9.75M +$446K +5,737 +5%
Baird Financial Group
129
Baird Financial Group
Wisconsin
$9.36M +$294K +3,790 +4%
CA
130
Cornerstone Advisory
Maryland
$9.22M +$1.29M +16,548 +18%
KPWS
131
Kestra Private Wealth Services
Texas
$9.18M +$5.2M +66,922 +162%
EFP
132
EnRich Financial Partners
Wisconsin
$9.17M +$8.39M +107,996 New
FP
133
Fiduciary Planning
Florida
$9.16M +$5.82M +74,893 +227%
OC
134
Oppenheimer & Co
New York
$9.12M +$541K +6,966 +7%
IFG
135
Independent Financial Group
California
$9.1M +$402K +5,179 +5%
ACM
136
Avalon Capital Management
California
$8.99M +$3.42M +44,094 +71%
DP
137
Denver PWM
Colorado
$8.87M +$324K +4,170 +4%
TC
138
TAP Consulting
Missouri
$8.73M +$7.99M +102,896 New
FF
139
Farrow Financial
Vermont
$8.59M +$7.86M +101,207 New
AAS
140
Avantax Advisory Services
Texas
$8.52M +$36K +464 +0.5%
B
141
Barings
North Carolina
$8.37M +$7.66M +98,601 New
AWM
142
Aspire Wealth Management
Massachusetts
$8.27M +$531K +6,844 +8%
LWP
143
Laurel Wealth Planning
Minnesota
$8.22M -$94.5K -1,217 -1%
DFA
144
DHK Financial Advisors
New Hampshire
$7.92M +$16.1K +207 +0.2%
Rockefeller Capital Management
145
Rockefeller Capital Management
New York
$7.82M +$1.93M +24,912 +37%
WWM
146
Western Wealth Management
Colorado
$7.62M +$279K +3,595 +4%
ZIMP
147
Zimmermann Investment Management & Planning
Pennsylvania
$7.56M +$679K +8,750 +11%
GFG
148
Goldstone Financial Group
Illinois
$7.52M +$1.31M +16,875 +24%
YIA
149
YHB Investment Advisors
Connecticut
$7.32M +$1.2M +15,424 +22%
FH
150
FWG Holdings
Florida
$7.23M +$1.33M +17,102 +25%