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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BSAM
151
Blue Sky Asset Management
Colorado
$336K +$325K +6,138 New
BRWA
152
B. Riley Wealth Advisors
Florida
$326K -$12.1K -228 -4%
FWM
153
Fairhaven Wealth Management
Illinois
$304K +$106 +2 +0%
IAN
154
Integrated Advisors Network
Texas
$295K +$285K +5,386 New
VIP
155
Vantage Investment Partners
Missouri
$294K – – –
ATC
156
Argent Trust Co
Tennessee
$280K – – –
CIBC World Market
157
CIBC World Market
Ontario, Canada
$261K – – –
AA
158
Ancora Advisors
Ohio
$258K +$1.85K +35 +0.7%
MAS
159
Madden Advisory Services
Florida
$257K -$46.2K -873 -16%
WF
160
Welch & Forbes
Massachusetts
$256K – – –
BCM
161
Beck Capital Management
Texas
$255K -$1.06K -20 -0.4%
PIA
162
Perennial Investment Advisors
California
$253K +$244K +4,618 New
BCA
163
Bay Colony Advisors
Massachusetts
$244K +$231K +4,361 New
LWAC
164
Laurel Wealth Advisors (California)
California
$241K – – –
BFA
165
Brendel Financial Advisors
New Hampshire
$239K +$231K +4,363 New
SBIA
166
Sheaff Brock Investment Advisors
Indiana
$239K +$231K +4,370 New
RWA
167
RGT Wealth Advisors
Texas
$238K – – –
SS
168
Simplicity Solutions
Minnesota
$236K +$228K +4,301 New
PA
169
PSI Advisors
Florida
$223K +$216K +4,073 New
SS
170
Sunbelt Securities
Texas
$222K +$159 +3 +0.1%
WA1
171
Wimmer Associates 1
California
$222K +$214K +4,045 New
EH
172
Equitable Holdings
New York
$222K +$214K +4,048 New
ADL
173
Asset Dedication LLC
California
$213K – – –
AGA
174
Accuvest Global Advisors
Utah
$190K +$184K +3,474 New
SFSIG
175
San Francisco Sentry Investment Group
California
$165K +$17.5K +330 +12%