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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
176
Sound Financial Strategies Group
Mississippi
$983K -$408K -5,415 -29%
CA
177
Cornerstone Advisory
Maryland
$979K +$1.01M +13,365 New
JMPWA
178
JP Morgan Private Wealth Advisors
California
$962K -$37.7K -501 -4%
CW
179
CreativeOne Wealth
Kansas
$937K +$60.3K +801 +7%
GWSG
180
GPS Wealth Strategies Group
Colorado
$934K +$32.2K +428 +3%
CF
181
Centaurus Financial
California
$927K -$115K -1,522 -11%
FTUS
182
Flow Traders U.S.
New York
$901K -$404K -5,372 -30%
WTC
183
WhitTier Trust Company
Nevada
$901K
CAPTRUST Financial Advisors
184
CAPTRUST Financial Advisors
North Carolina
$888K -$80.5K -1,070 -8%
CS
185
Credit Suisse
Switzerland
$874K +$898K +11,930 New
UCFA
186
United Capital Financial Advisors
Texas
$848K -$3.16K -42 -0.4%
NFSG
187
Newbridge Financial Services Group
Florida
$839K +$92.6K +1,230 +12%
PP
188
Prudential plc
United Kingdom
$825K -$19.6M -260,480 -96%
OSNBOA
189
Old Second National Bank of Aurora
Illinois
$771K
Brown Advisory
190
Brown Advisory
Maryland
$740K -$75.3K -1,000 -9%
WS
191
Wedbush Securities
California
$682K
VDBMI
192
Van Den Berg Management I
Texas
$667K +$50.9K +676 +8%
SWM
193
Spire Wealth Management
Virginia
$652K +$208K +2,763 +45%
HIP
194
HUB Investment Partners
Texas
$646K -$224K -2,972 -25%
GTAM
195
Global Trust Asset Management
Florida
$617K
HCA
196
Heck Capital Advisors
Wisconsin
$610K +$622K +8,258 +11,797%
DA
197
Doliver Advisors
Texas
$599K +$616K +8,184 New
SL
198
SWMG LLC
Texas
$591K +$129K +1,715 +27%
HWA
199
HCR Wealth Advisors
California
$586K +$602K +8,004 New
BC
200
Barnett & Company
Tennessee
$572K -$1.43M -18,947 -71%