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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
126
JP Morgan Chase
New York
$10.9M -$954K -10,981 -8%
IFG
127
Independent Financial Group
California
$10.7M +$519K +5,968 +5%
Corient Private Wealth
128
Corient Private Wealth
Florida
$10.7M -$113K -1,301 -1%
JSW
129
Journey Strategic Wealth
New Jersey
$10.5M +$1.51M +17,409 +17%
OC
130
Oppenheimer & Co
New York
$10.2M -$72.5K -834 -0.7%
EH
131
Equitable Holdings
New York
$10.1M -$518K -5,960 -5%
OS
132
Objectivity Squared
South Carolina
$10.1M +$608K +6,992 +7%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$10M -$1.97M -22,636 -16%
PFA
134
Plotkin Financial Advisors
Maryland
$9.64M +$78.2K +900 +0.8%
CA
135
Cornerstone Advisory
Maryland
$9.61M -$548K -6,302 -5%
UFA
136
US Financial Advisors
Massachusetts
$9.45M -$3.09M -35,507 -25%
FF
137
Farrow Financial
Vermont
$9.17M +$273K +3,139 +3%
FWM
138
Foguth Wealth Management
Michigan
$8.96M +$4.17M +47,979 +86%
EFP
139
EnRich Financial Partners
Wisconsin
$8.96M -$66.6K -767 -0.7%
SEEDPG
140
S.E.E.D. Planning Group
New York
$8.87M +$491K +5,653 +6%
AWM
141
Aspire Wealth Management
Massachusetts
$8.75M -$137K -1,576 -2%
ACG
142
Allen Capital Group
Nebraska
$8.68M +$87.6K +1,008 +1%
FZCM
143
Flynn Zito Capital Management
New York
$8.65M +$1.94M +22,330 +29%
BCI
144
Brinker Capital Investments
Pennsylvania
$8.59M +$71.7K +825 +0.8%
OPS
145
Orion Portfolio Solutions
Nebraska
$8.59M +$71.7K +825 +0.8%
JJBC
146
James J. Burns & Company
New York
$8.46M +$3.79M +43,598 +81%
LWP
147
Laurel Wealth Planning
Minnesota
$8.35M +$85.8K +987 +1%
FA
148
Fermata Advisors
California
$8.33M +$681K +7,841 +9%
GFG
149
Goldstone Financial Group
Illinois
$8.19M +$294K +3,385 +4%
PWP
150
Pursue Wealth Partners
California
$8M +$378K +4,350 +5%
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