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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LIWM
151
Long Island Wealth Management
New York
$9.01M +$9.36M +97,130 New
ACG
152
Allen Capital Group
Nebraska
$8.9M -$259K -2,692 -3%
AWA
153
Acorn Wealth Advisors
Michigan
$8.77M +$452K +4,695 +5%
HCA
154
Heck Capital Advisors
Wisconsin
$8.77M +$3.17M +32,912 +53%
MSWA
155
Marshall & Sterling Wealth Advisors
New York
$8.75M +$9.09M +94,394 New
FZCM
156
Flynn Zito Capital Management
New York
$8.7M -$549K -5,703 -6%
Truist Financial
157
Truist Financial
North Carolina
$8.7M -$6.22M -64,590 -41%
AF
158
Allworth Financial
California
$8.63M -$284K -2,949 -3%
PWP
159
Pursue Wealth Partners
California
$8.4M -$4.33K -45 -0%
Rockefeller Capital Management
160
Rockefeller Capital Management
New York
$8.28M -$2.96M -30,769 -26%
TA
161
TPG Advisors
Illinois
$8.28M +$67.1K +697 +0.8%
Comerica Bank
162
Comerica Bank
Texas
$8.19M +$1.91M +19,793 +29%
BWG
163
Boomfish Wealth Group
Georgia
$8.17M +$66K +685 +0.8%
HFS
164
Howard Financial Services
Texas
$8.1M +$352K +3,649 +4%
MCA
165
Magnolia Capital Advisors
Mississippi
$7.99M +$218K +2,263 +3%
LWP
166
Laurel Wealth Planning
Minnesota
$7.97M -$889K -9,229 -10%
ARC
167
Advisor Resource Council
Texas
$7.87M +$8.18M +84,884 New
AWM
168
Accredited Wealth Management
Kentucky
$7.8M +$8.1M +84,076 New
FH
169
FWG Holdings
Florida
$7.66M +$284K +2,953 +4%
CAG
170
Compass Advisory Group
New York
$7.56M +$7.86M +81,550 New
PWM
171
Perigon Wealth Management
California
$7.54M +$967K +10,034 +14%
EFS
172
Essex Financial Services
Connecticut
$7.44M -$439K -4,555 -5%
AssetMark Inc
173
AssetMark Inc
California
$7.29M +$7.14M +74,126 +1,660%
CFG
174
Copley Financial Group
California
$7.02M +$3.06M +31,800 +72%
Betterment LLC
175
Betterment LLC
New York
$7.01M +$226K +2,348 +3%