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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PCMM
176
Piedmont Capital Management (Montana)
Montana
$298K +$283K +4,807 New
PIA
177
Perennial Investment Advisors
California
$294K
AA
178
Ancora Advisors
Ohio
$292K
WF
179
Welch & Forbes
Massachusetts
$290K
AGA
180
Accuvest Global Advisors
Utah
$290K +$122K +2,076 +80%
RCAG
181
Rehmann Capital Advisory Group
Michigan
$285K -$118 -2 -0%
PFGIA
182
Patriot Financial Group Insurance Agency
Massachusetts
$275K +$126K +2,135 +93%
GWM
183
Geneos Wealth Management
Colorado
$273K +$653K +11,088 +416%
MA
184
Mutual Advisors
Nebraska
$253K +$240K +4,080 New
DL
185
DOHJ LLC
Washington
$247K -$57.3K -972 -20%
BCA
186
Bay Colony Advisors
Massachusetts
$245K +$11.1K +189 +5%
CIBC World Market
187
CIBC World Market
Ontario, Canada
$242K -$47.1K -800 -17%
ADL
188
Asset Dedication LLC
California
$241K
PA
189
PSI Advisors
Florida
$240K +$228K +3,875 New
FWM
190
Fairhaven Wealth Management
Illinois
$239K -$71.7K -1,218 -24%
WCG
191
Weaver Consulting Group
California
$239K -$3.36K -57 -1%
GRP
192
Global Retirement Partners
California
$234K -$56.6K -961 -20%
PWM
193
Perigon Wealth Management
California
$234K
MAS
194
Madden Advisory Services
Florida
$224K -$18.8K -319 -8%
Fidelity Investments
195
Fidelity Investments
Massachusetts
$220K +$14.5K +247 +7%
SMC
196
Smith, Moore & Co
Missouri
$210K -$18.9K -320 -9%
AFP
197
Ausdal Financial Partners
Iowa
$209K +$198K +3,364 New
BCM
198
Beck Capital Management
Texas
$208K -$35.3K -600 -15%
RCA
199
Rowland Carmichael Advisors
Arizona
$177K
D
200
Diversified
Delaware
$116K +$125K +2,116 New