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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
151
Goldman Sachs
New York
$7.85M +$7.88M +90,643 New
UWS
152
Unique Wealth Strategies
Illinois
$7.61M – – –
TA
153
TPG Advisors
Illinois
$7.57M +$7.6M +87,429 New
TFM
154
Trademark Financial Management
Minnesota
$7.5M -$616K -7,088 -8%
AWA
155
Acorn Wealth Advisors
Michigan
$7.49M +$1.2M +13,774 +19%
P
156
&Partners
Tennessee
$7.48M +$2.46M +28,339 +49%
BWG
157
Boomfish Wealth Group
Georgia
$7.35M +$461K +5,310 +7%
Aberdeen Group
158
Aberdeen Group
United Kingdom
$7.34M +$142K +1,639 +2%
EFS
159
Essex Financial Services
Connecticut
$7.34M +$2.54M +29,176 +55%
Envestnet Portfolio Solutions
160
Envestnet Portfolio Solutions
Illinois
$7.13M +$400K +4,601 +6%
YIA
161
YHB Investment Advisors
Connecticut
$7.09M -$1.55M -17,847 -18%
FH
162
FWG Holdings
Florida
$7.06M -$742K -8,534 -10%
GS
163
GTS Securities
Florida
$7.05M +$4.95M +56,920 +232%
LWM
164
Lionsbridge Wealth Management
Florida
$6.84M -$24.2K -279 -0.4%
FAIM
165
Financial Advocates Investment Management
Washington
$6.82M +$67.9K +782 +1%
NCM
166
Novare Capital Management
North Carolina
$6.78M +$210K +2,414 +3%
EWA
167
Etesian Wealth Advisors
Oregon
$6.56M +$975K +11,220 +17%
FTS
168
Fifth Third Securities
Ohio
$6.52M +$145K +1,673 +2%
HFS
169
Howard Financial Services
Texas
$6.38M +$3.01M +34,629 +89%
EBSAM
170
Eubel Brady & Suttman Asset Management
Ohio
$6.3M -$18.7K -215 -0.3%
WA1
171
Wimmer Associates 1
California
$6.24M +$419K +4,821 +7%
ATC
172
Argent Trust Co
Tennessee
$6.23M -$74.8K -861 -1%
SIAP
173
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.23M +$281K +3,230 +5%
MIM
174
Morningstar Investment Management
Illinois
$6.21M +$6.23M +71,730 New
HAS
175
HBW Advisory Services
California
$6.14M +$346K +3,987 +6%
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