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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
201
Western Wealth Management
Colorado
$462K +$450K +6,185 New
SWM
202
Spire Wealth Management
Virginia
$454K +$308K +4,230 +222%
Lido Advisors
203
Lido Advisors
California
$443K -$70.7K -971 -14%
KWM
204
Keebeck Wealth Management
Illinois
$402K -$91.9K -1,262 -19%
CIBC World Market
205
CIBC World Market
Ontario, Canada
$392K -$8.74K -120 -2%
GWM
206
Geneos Wealth Management
Colorado
$389K -$498K -6,843 -57%
MA
207
Mutual Advisors
Nebraska
$389K +$94.5K +1,298 +33%
BCA
208
Bay Colony Advisors
Massachusetts
$388K +$90.5K +1,243 +31%
VCM
209
Vigilant Capital Management
Maine
$386K
SIC
210
Samalin Investment Counsel
New York
$368K +$51.3K +704 +17%
WF
211
Welch & Forbes
Massachusetts
$359K
PIA
212
Perennial Investment Advisors
California
$354K +$2.91K +40 +0.8%
GLA
213
Good Life Advisors
Pennsylvania
$337K +$331K +4,553 New
FHA
214
Flagship Harbor Advisors
Massachusetts
$330K +$324K +4,453 New
IAN
215
Integrated Advisors Network
Texas
$327K +$28.7K +394 +10%
CISOA
216
Capital Investment Services of America
Wisconsin
$322K +$317K +4,350 New
Fidelity Investments
217
Fidelity Investments
Massachusetts
$319K +$30.3K +416 +11%
LWAC
218
Laurel Wealth Advisors (California)
California
$319K +$55.3K +760 +21%
PA
219
PSI Advisors
Florida
$317K +$5.1K +70 +2%
SFA
220
Sequoia Financial Advisors
Ohio
$295K +$77.4K +1,063 +36%
AWA
221
Arete Wealth Advisors
Illinois
$294K +$27K +371 +2%
NA
222
NewEdge Advisors
Louisiana
$293K +$4.44K +61 +2%
BL
223
BCWM LLC
Kansas
$291K
BRWM
224
B. Riley Wealth Management
Tennessee
$290K +$285K +3,918 New
WCG
225
Weaver Consulting Group
California
$286K