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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NAM
176
NorthCrest Asset Manangement
Minnesota
$6.84M +$160K +1,657 +2%
IWM
177
IHT Wealth Management
Illinois
$6.84M +$213K +2,207 +3%
SIAP
178
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$6.81M +$393K +4,080 +6%
ATC
179
Argent Trust Co
Tennessee
$6.57M -$359K -3,725 -5%
WA1
180
Wimmer Associates 1
California
$6.56M -$128K -1,331 -2%
FTS
181
Fifth Third Securities
Ohio
$6.54M -$126K -1,304 -2%
Envestnet Portfolio Solutions
182
Envestnet Portfolio Solutions
Illinois
$6.51M +$276K +2,869 +4%
WIA
183
World Investment Advisors
California
$6.34M -$18.5K -192 -0.3%
SFG
184
Snider Financial Group
Washington
$6.19M -$9.34K -97 -0.1%
ACM
185
Avalon Capital Management
California
$6.17M -$202K -2,092 -3%
FS
186
Ferguson Shapiro
Georgia
$6.16M +$321K +3,337 +5%
LSL
187
Legacy Solutions LLC
Pennsylvania
$6.1M +$6.33M +65,762 New
DADC
188
D.A. Davidson & Co
Montana
$6.06M +$98.2K +1,019 +2%
GAG
189
Goodman Advisory Group
Massachusetts
$6.03M -$101K -1,047 -2%
MIM
190
Morningstar Investment Management
Illinois
$5.94M -$1.24M -12,879 -17%
WWM
191
Western Wealth Management
Colorado
$5.9M -$1.2M -12,434 -16%
TC
192
Tacita Capital
Ontario, Canada
$5.86M -$603K -6,261 -9%
WIM
193
WealthPlan Investment Management
Nebraska
$5.69M +$313K +3,249 +6%
SPA
194
Sentinel Pension Advisors
Massachusetts
$5.68M +$343K +3,558 +6%
CWM
195
Cabot Wealth Management
Massachusetts
$5.67M -$115K -1,193 -2%
DFA
196
DHK Financial Advisors
New Hampshire
$5.66M +$78.6K +816 +1%
BFF
197
Byrne Financial Freedom
Massachusetts
$5.65M +$5.87M +60,928 New
AF
198
Advisornet Financial
Minnesota
$5.62M +$486K +5,044 +9%
Lido Advisors
199
Lido Advisors
California
$5.61M -$260K -2,703 -4%
SMAM
200
Sugar Maple Asset Management
Wisconsin
$5.44M +$350K +3,630 +7%