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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
151
Global Retirement Partners
California
$32K +$2.31K +51 +8%
CAL
152
Capital Analysts LLC
Pennsylvania
$30K +$29.4K +650 New
AF
153
Advisornet Financial
Minnesota
$28K – – –
TA
154
TCG Advisors
Texas
$28K +$27K +597 New
DWM
155
Destination Wealth Management
California
$24K +$23K +509 New
SIS
156
Sound Income Strategies
Florida
$23K – – –
WCG
157
Weaver Consulting Group
California
$22K +$21.5K +476 New
BFEC
158
Benjamin F. Edwards & Company
Missouri
$21K +$6.78K +150 +50%
SAM
159
Shamrock Asset Management
Texas
$20K +$19.3K +428 New
LPWM
160
Lake Point Wealth Management
Texas
$18K +$1.08K +24 +7%
PK
161
Pflug Koory
Nebraska
$17K – – –
ASN
162
Advisory Services Network
Georgia
$15K +$14.2K +315 New
Fifth Third Bancorp
163
Fifth Third Bancorp
Ohio
$12K +$11.8K +262 New
CFA
164
Carroll Financial Associates
North Carolina
$11K – – –
AWM
165
AllSquare Wealth Management
New York
$9K -$4.52K -100 -33%
BlackRock
166
BlackRock
New York
$9K – – –
TCOV
167
Trust Company of Vermont
Vermont
$9K – – –
GAM
168
Gemmer Asset Management
California
$6K – – –
KTC
169
Kistler-Tiffany Companies
Pennsylvania
$4K – – –
Fidelity Investments
170
Fidelity Investments
Massachusetts
$2K +$859 +19 +100%
GI
171
Gradient Investments
Minnesota
$1K – – –
GI
172
Glovista Investments
New Jersey
– -$5.83M -141,689 Closed
Jane Street
173
Jane Street
New York
– -$1.78M -43,329 Closed
PCM
174
Penserra Capital Management
California
– -$1.48M -35,833 Closed
HSBC Holdings
175
HSBC Holdings
United Kingdom
– -$832K -20,206 Closed