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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
201
Bay Colony Advisors
Massachusetts
$277K +$2.44K +37 +0.9%
MA
202
Mutual Advisors
Nebraska
$274K -$8.7K -132 -3%
BL
203
BCWM LLC
Kansas
$272K +$259K +3,928 New
NA
204
NewEdge Advisors
Louisiana
$270K -$121K -1,830 -32%
Fidelity Investments
205
Fidelity Investments
Massachusetts
$269K +$21.9K +332 +9%
WCG
206
Weaver Consulting Group
California
$267K – – –
PWM
207
Perigon Wealth Management
California
$266K +$3.95K +60 +2%
DL
208
DOHJ LLC
Washington
$265K – – –
SMC
209
Smith, Moore & Co
Missouri
$246K +$10.6K +161 +5%
LWAC
210
Laurel Wealth Advisors (California)
California
$246K +$234K +3,553 New
PCMM
211
Piedmont Capital Management (Montana)
Montana
$244K -$84.7K -1,285 -27%
BCM
212
Beck Capital Management
Texas
$225K -$7.25K -110 -3%
TF
213
TimeScale Financial
Massachusetts
$218K +$207K +3,146 New
WFM
214
Wolff Financial Management
Michigan
$214K +$203K +3,087 New
WAM
215
WNY Asset Management
New York
$209K +$198K +3,005 New
FWM
216
Fairhaven Wealth Management
Illinois
$208K -$56.5K -857 -22%
SFA
217
Sequoia Financial Advisors
Ohio
$202K +$192K +2,914 New
LAS
218
Lloyd Advisory Services
Georgia
$185K +$176K +2,674 New
ADL
219
Asset Dedication LLC
California
$179K -$85.2K -1,293 -33%
CCM
220
Cutler Capital Management
Massachusetts
$160K +$152K +2,305 New
SWM
221
Spire Wealth Management
Virginia
$132K +$126K +1,906 New
JFGIW
222
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$129K +$122K +1,856 New
RG
223
Retirement Group
California
$120K +$66 +1 +0.1%
PFPT
224
Pinnacle Financial Partners (Tennessee)
Tennessee
$119K – – –
VFA
225
Valeo Financial Advisors
Indiana
$109K – – –