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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
126
EnRich Financial Partners
Wisconsin
$8.84M -$144K -1,412 -2%
MA
127
MCF Advisors
Kentucky
$8.83M +$8.7M +85,194 +105,178%
PWM
128
Perigon Wealth Management
California
$8.76M +$257K +2,520 +3%
HFS
129
Howard Financial Services
Texas
$8.76M -$23.9K -234 -0.3%
MCA
130
Magnolia Capital Advisors
Mississippi
$8.75M +$3.26M +31,878 +61%
MSWA
131
Marshall & Sterling Wealth Advisors
New York
$8.61M -$427K -4,180 -5%
OBWG
132
Onyx Bridge Wealth Group
New York
$8.59M -$187K -1,834 -2%
BFA
133
Beaumont Financial Advisors
Massachusetts
$8.43M -$173K -1,691 -2%
AF
134
Allworth Financial
California
$8.15M -$139K -1,363 -2%
CWM
135
Cabot Wealth Management
Massachusetts
$8.09M +$604K +5,919 +8%
MIM
136
Morningstar Investment Management
Illinois
$8.05M – – –
CFG
137
Copley Financial Group
California
$8.03M +$401K +3,922 +5%
EH
138
Equitable Holdings
New York
$7.93M -$2.55M -25,004 -25%
SPC
139
Sigma Planning Corp
Michigan
$7.91M -$2.18M -21,303 -22%
ECA
140
Elevation Capital Advisory
Oregon
$7.89M +$6.23M +61,040 +404%
DC
141
Darrow Company
Massachusetts
$7.71M -$162K -1,583 -2%
ES
142
Eagle Strategies
New York
$7.54M +$119K +1,162 +2%
PFS
143
Paller Financial Services
Colorado
$7.48M +$7.38M +72,275 New
BWG
144
Boomfish Wealth Group
Georgia
$7.48M -$534K -5,231 -7%
ANBOT
145
American National Bank of Texas
Texas
$7.4M -$62.2K -609 -0.8%
RC
146
Roundview Capital
New Jersey
$7.18M -$566K -5,538 -7%
KOC
147
Koss-Olinger Consulting
Florida
$7.14M +$7.05M +68,990 New
DADC
148
D.A. Davidson & Co
Montana
$7M -$115K -1,122 -2%
GC
149
Guilbault Capital
Louisiana
$6.88M +$6.79M +66,482 New
BFO
150
Boston Family Office
Massachusetts
$6.86M +$839K +8,218 +14%
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