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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
151
Pursue Wealth Partners
California
$8M +$378K +4,350 +5%
Goldman Sachs
152
Goldman Sachs
New York
$7.85M +$7.88M +90,643 New
UWS
153
Unique Wealth Strategies
Illinois
$7.61M – – –
TA
154
TPG Advisors
Illinois
$7.57M +$7.6M +87,429 New
TFM
155
Trademark Financial Management
Minnesota
$7.5M -$616K -7,088 -8%
AWA
156
Acorn Wealth Advisors
Michigan
$7.49M +$1.2M +13,774 +19%
P
157
&Partners
Tennessee
$7.48M +$2.46M +28,339 +49%
BWG
158
Boomfish Wealth Group
Georgia
$7.35M +$461K +5,310 +7%
Aberdeen Group
159
Aberdeen Group
United Kingdom
$7.34M +$142K +1,639 +2%
EFS
160
Essex Financial Services
Connecticut
$7.34M +$2.54M +29,176 +55%
Envestnet Portfolio Solutions
161
Envestnet Portfolio Solutions
Illinois
$7.13M +$400K +4,601 +6%
YIA
162
YHB Investment Advisors
Connecticut
$7.09M -$1.55M -17,847 -18%
FH
163
FWG Holdings
Florida
$7.06M -$742K -8,534 -10%
GS
164
GTS Securities
Florida
$7.05M +$4.95M +56,920 +232%
LWM
165
Lionsbridge Wealth Management
Florida
$6.84M -$24.2K -279 -0.4%
FAIM
166
Financial Advocates Investment Management
Washington
$6.82M +$67.9K +782 +1%
NCM
167
Novare Capital Management
North Carolina
$6.78M +$210K +2,414 +3%
EWA
168
Etesian Wealth Advisors
Oregon
$6.56M +$975K +11,220 +17%
FTS
169
Fifth Third Securities
Ohio
$6.52M +$145K +1,673 +2%
HFS
170
Howard Financial Services
Texas
$6.38M +$3.01M +34,629 +89%
EBSAM
171
Eubel Brady & Suttman Asset Management
Ohio
$6.3M -$18.7K -215 -0.3%
WA1
172
Wimmer Associates 1
California
$6.24M +$419K +4,821 +7%
ATC
173
Argent Trust Co
Tennessee
$6.23M -$74.8K -861 -1%
SIAP
174
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.23M +$281K +3,230 +5%
MIM
175
Morningstar Investment Management
Illinois
$6.21M +$6.23M +71,730 New