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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
151
Golden State Wealth Management
California
$115K +$2.79K +57 +3%
GWM
152
Geneos Wealth Management
Colorado
$103K
MIFH
153
Migdal Insurance & Financial Holdings
Israel
$94K
CIAS
154
Capital Investment Advisory Services
North Carolina
$93K
ASN
155
Advisory Services Network
Georgia
$75K
AIM
156
Anchor Investment Management
South Carolina
$56.3K
FHA
157
First Horizon Advisors
Tennessee
$53K +$51.5K +1,050 New
UBS AM
158
UBS AM
Illinois
$52.8K
FBT
159
First Bank & Trust
South Dakota
$51K
RIA
160
Realta Investment Advisors
Delaware
$43K +$34.3K +700 +467%
RFM
161
Royal Fund Management
Florida
$39K
TFGT
162
TS Financial Group (TSFG)
Illinois
$39K
ACA
163
Atlas Capital Advisors
Wyoming
$38K
CFGS
164
Concourse Financial Group Securities
Alabama
$38K -$34.2K -697 -48%
AF
165
Advisornet Financial
Minnesota
$30K
MWP
166
MYCIO Wealth Partners
Pennsylvania
$25K +$24.5K +500 New
WCG
167
Weaver Consulting Group
California
$24K
BFEC
168
Benjamin F. Edwards & Company
Missouri
$23K
PK
169
Pflug Koory
Nebraska
$18K
CAC
170
Certified Advisory Corp
Florida
$17K
OIA
171
Optimum Investment Advisors
Illinois
$15K +$15K +305 New
CFA
172
Carroll Financial Associates
North Carolina
$12K
TCOV
173
Trust Company of Vermont
Vermont
$9K
LC
174
Lindbrook Capital
California
$8K +$7.84K +160 New
GAM
175
Gemmer Asset Management
California
$6K