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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFP
126
EnRich Financial Partners
Wisconsin
$8.23M -$34.5K -333 -0.4%
MA
127
MCF Advisors
Kentucky
$8.02M -$246K -2,378 -3%
PJWM
128
Philip James Wealth Mangement
Georgia
$7.89M -$3.94M -38,017 -32%
OBWG
129
Onyx Bridge Wealth Group
New York
$7.8M -$235K -2,263 -3%
BFA
130
Beaumont Financial Advisors
Massachusetts
$7.76M -$116K -1,115 -1%
TA
131
TPG Advisors
Illinois
$7.69M -$1.47M -14,180 -15%
FIA
132
Foundations Investment Advisors
Arizona
$7.33M +$1.2M +11,615 +18%
AF
133
Allworth Financial
California
$7.2M -$443K -4,269 -5%
CFG
134
Copley Financial Group
California
$7.14M -$386K -3,720 -5%
BWG
135
Boomfish Wealth Group
Georgia
$7.1M +$123K +1,190 +2%
SPC
136
Sigma Planning Corp
Michigan
$6.97M -$450K -4,343 -6%
PWM
137
Perigon Wealth Management
California
$6.95M -$1.32M -12,700 -15%
PFS
138
Paller Financial Services
Colorado
$6.86M -$139K -1,341 -2%
ANBOT
139
American National Bank of Texas
Texas
$6.84M -$79.3K -765 -1%
DC
140
Darrow Company
Massachusetts
$6.78M -$443K -4,272 -6%
MSWA
141
Marshall & Sterling Wealth Advisors
New York
$6.69M -$1.45M -14,029 -17%
KOC
142
Koss-Olinger Consulting
Florida
$6.67M
RC
143
Roundview Capital
New Jersey
$6.67M -$38.9K -375 -0.5%
TF
144
TME Financial
California
$6.65M +$370K +3,569 +5%
MCM
145
Mengis Capital Management
Oregon
$6.51M +$308K +2,969 +5%
GC
146
Guilbault Capital
Louisiana
$6.5M +$78.7K +759 +1%
Corient Private Wealth
147
Corient Private Wealth
Florida
$6.5M -$7.67M -73,981 -52%
BFO
148
Boston Family Office
Massachusetts
$6.49M +$99.3K +958 +1%
TWA
149
Tulsa Wealth Advisors
Oklahoma
$6.39M +$6.85M +66,093 New
LWP
150
Laurel Wealth Planning
Minnesota
$6.19M -$3.01K -29 -0%