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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
151
BCS Wealth Management
Tennessee
$206K +$242K +4,702 New
MAS
152
Madden Advisory Services
Florida
$205K
WF
153
Welch & Forbes
Massachusetts
$204K
WCG
154
Weaver Consulting Group
California
$204K +$97.5K +1,897 +69%
PIA
155
Perennial Investment Advisors
California
$202K
ADL
156
Asset Dedication LLC
California
$170K
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$133K +$156K +3,036 +3,036%
EP
158
Eudaimonia Partners
Tennessee
$129K +$11.2K +218 +8%
VCP
159
Verus Capital Partners
Arizona
$128K
RCA
160
Rowland Carmichael Advisors
Arizona
$125K +$147K +2,860 New
Fidelity Investments
161
Fidelity Investments
Massachusetts
$112K -$14.8K -288 -10%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$88K +$104K +2,020 New
OPS
163
Orion Portfolio Solutions
Nebraska
$83K +$3.86K +75 +4%
MIFH
164
Migdal Insurance & Financial Holdings
Israel
$82K
GWM
165
Geneos Wealth Management
Colorado
$80K -$20.5K -399 -18%
PFPT
166
Pinnacle Financial Partners (Tennessee)
Tennessee
$80K
HWA
167
HCR Wealth Advisors
California
$79K -$19.7K -384 -17%
FHA
168
Flagship Harbor Advisors
Massachusetts
$78K -$42.7K -830 -32%
CIAS
169
Capital Investment Advisory Services
North Carolina
$71K -$12.9K -250 -13%
AIM
170
Anchor Investment Management
South Carolina
$69.2K +$23.6K +460 +41%
HR
171
Howe & Rusling
New York
$69K -$6.85M -133,239 -99%
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$65K -$24.1K -469 -24%
First Manhattan
173
First Manhattan
New York
$64K +$75.7K +1,473 New
GSWM
174
Golden State Wealth Management
California
$62K +$72.3K +1,406 New
PA
175
Parallel Advisors
California
$56K -$77.1K -1,500 -54%