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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
176
Fidelity Investments
Massachusetts
$181K +$105K +1,921 +138%
RCA
177
Rowland Carmichael Advisors
Arizona
$156K – – –
RG
178
Retirement Group
California
$145K – – –
GWM
179
Geneos Wealth Management
Colorado
$143K +$10.1K +185 +7%
AGA
180
Accuvest Global Advisors
Utah
$142K -$174K -3,189 -55%
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$126K -$13.9K -255 -10%
PFPT
182
Pinnacle Financial Partners (Tennessee)
Tennessee
$105K – – –
EP
183
Eudaimonia Partners
Tennessee
$89K -$35.1K -643 -28%
AIM
184
Anchor Investment Management
South Carolina
$85.1K – – –
VFA
185
Valeo Financial Advisors
Indiana
$85K – – –
First Manhattan
186
First Manhattan
New York
$80K – – –
CIAS
187
Capital Investment Advisory Services
North Carolina
$77K – – –
TWA
188
TCI Wealth Advisors
Arizona
$77K – – –
HWA
189
HCR Wealth Advisors
California
$75K +$328 +6 +0.4%
PA
190
Parallel Advisors
California
$70K – – –
PMFA
191
Plante Moran Financial Advisors
Michigan
$67K – – –
MIFH
192
Migdal Insurance & Financial Holdings
Israel
$66K -$49.2K -900 -43%
FHA
193
Flagship Harbor Advisors
Massachusetts
$55K -$23.8K -436 -30%
CFGS
194
Concourse Financial Group Securities
Alabama
$53K – – –
TH
195
TCTC Holdings
Texas
$49K – – –
NFG
196
Next Financial Group
Texas
$49K +$48.8K +893 New
WLPWM
197
Walled Lake Planning & Wealth Management
Illinois
$43K +$12.6K +231 +42%
HPC
198
HM Payson & Co
Maine
$35K – – –
FBT
199
First Bank & Trust
South Dakota
$25K – – –
MLFP
200
MPS Loria Financial Planners
Illinois
$22K – – –