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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
126
Flagstar Advisors
New York
$11.2M +$3.38M +39,353 +46%
ACS
127
Archford Capital Strategies
Illinois
$11.1M -$643K -7,496 -6%
EH
128
Equitable Holdings
New York
$11.1M +$463K +5,393 +5%
OC
129
Oppenheimer & Co
New York
$10.6M +$935K +10,897 +10%
IFG
130
Independent Financial Group
California
$10.6M +$928K +10,815 +10%
CA
131
Cornerstone Advisory
Maryland
$10.5M +$741K +8,638 +8%
TFS
132
Thoroughbred Financial Services
Tennessee
$10.1M -$493K -5,749 -5%
FP
133
Fiduciary Planning
Florida
$9.95M +$237K +2,765 +3%
PFA
134
Plotkin Financial Advisors
Maryland
$9.93M +$2.6M +30,252 +38%
AAS
135
Avantax Advisory Services
Texas
$9.59M +$539K +6,277 +6%
CA
136
Cetera Advisors
Colorado
$9.5M +$5.1M +59,400 +128%
EFP
137
EnRich Financial Partners
Wisconsin
$9.37M -$327K -3,812 -4%
DP
138
Denver PWM
Colorado
$9.36M +$23.3K +272 +0.3%
JSW
139
Journey Strategic Wealth
New Jersey
$9.34M +$8.91M +103,855 New
FF
140
Farrow Financial
Vermont
$9.24M +$132K +1,535 +2%
AWM
141
Aspire Wealth Management
Massachusetts
$9.22M +$444K +5,172 +5%
OS
142
Objectivity Squared
South Carolina
$9.22M +$3.16M +36,878 +53%
ACM
143
Avalon Capital Management
California
$9.15M -$351K -4,094 -4%
YIA
144
YHB Investment Advisors
Connecticut
$8.96M +$1.15M +13,449 +16%
ACG
145
Allen Capital Group
Nebraska
$8.92M +$8.51M +99,182 New
BCI
146
Brinker Capital Investments
Pennsylvania
$8.85M -$2.43M -28,342 -22%
OPS
147
Orion Portfolio Solutions
Nebraska
$8.85M -$2.43M -28,342 -22%
SEEDPG
148
S.E.E.D. Planning Group
New York
$8.7M +$2.36M +27,491 +40%
LWP
149
Laurel Wealth Planning
Minnesota
$8.57M -$131K -1,527 -2%
TFM
150
Trademark Financial Management
Minnesota
$8.42M -$1.88M -21,872 -19%
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