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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RA
126
Ruggaard & Associates
Ohio
$12.9M +$226K +2,476 +2%
Aberdeen Group
127
Aberdeen Group
United Kingdom
$12.8M +$4.32M +47,267 +56%
OAJ
128
Ogorek Anthony Joseph
New York
$12M -$546K -5,971 -5%
TFS
129
Thoroughbred Financial Services
Tennessee
$12M -$354K -3,870 -3%
IFG
130
Independent Financial Group
California
$11.8M -$185K -2,028 -2%
EWA
131
Etesian Wealth Advisors
Oregon
$11.7M +$4.12M +45,107 +60%
B
132
Barings
North Carolina
$11.7M +$11M +120,328 New
Rockefeller Capital Management
133
Rockefeller Capital Management
New York
$11.6M -$788K -8,615 -7%
SAF
134
Smith Anglin Financial
Texas
$11.6M -$1.82M -19,910 -14%
Corient Private Wealth
135
Corient Private Wealth
Florida
$11.5M -$435K -4,755 -4%
OC
136
Oppenheimer & Co
New York
$11.5M +$64.7K +707 +0.6%
PFA
137
Plotkin Financial Advisors
Maryland
$11.1M +$271K +2,967 +3%
OS
138
Objectivity Squared
South Carolina
$11.1M +$266K +2,904 +3%
RC
139
Roundview Capital
New Jersey
$11M -$3.1M -33,894 -23%
FA
140
Fermata Advisors
California
$10.8M +$1.38M +15,122 +16%
NA
141
NewEdge Advisors
Louisiana
$10.7M -$5.87M -64,155 -37%
UFA
142
US Financial Advisors
Massachusetts
$10.6M +$61.7K +675 +0.6%
GM
143
GeoWealth Management
Illinois
$10.5M +$9.92M +108,453 New
JJBC
144
James J. Burns & Company
New York
$10.3M +$779K +8,520 +9%
ECA
145
Elevation Capital Advisory
Oregon
$10.3M +$9.68M +105,823 New
FF
146
Farrow Financial
Vermont
$10.3M -$7.96K -87 -0.1%
CA
147
Cornerstone Advisory
Maryland
$10M -$680K -7,432 -7%
EFP
148
EnRich Financial Partners
Wisconsin
$9.94M -$78.4K -857 -0.8%
GFG
149
Goldstone Financial Group
Illinois
$9.78M +$587K +6,419 +7%
PP
150
Prudential plc
United Kingdom
$9.7M +$7.88M +86,129 +621%