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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
201
Spire Wealth Management
Virginia
$454K +$308K +4,230 +222%
Lido Advisors
202
Lido Advisors
California
$443K -$70.7K -971 -14%
KWM
203
Keebeck Wealth Management
Illinois
$402K -$91.9K -1,262 -19%
CIBC World Market
204
CIBC World Market
Ontario, Canada
$392K -$8.74K -120 -2%
GWM
205
Geneos Wealth Management
Colorado
$389K -$498K -6,843 -57%
MA
206
Mutual Advisors
Nebraska
$389K +$94.5K +1,298 +33%
BCA
207
Bay Colony Advisors
Massachusetts
$388K +$90.5K +1,243 +31%
VCM
208
Vigilant Capital Management
Maine
$386K – – –
SIC
209
Samalin Investment Counsel
New York
$368K +$51.3K +704 +17%
WF
210
Welch & Forbes
Massachusetts
$359K – – –
PIA
211
Perennial Investment Advisors
California
$354K +$2.91K +40 +0.8%
GLA
212
Good Life Advisors
Pennsylvania
$337K +$331K +4,553 New
FHA
213
Flagship Harbor Advisors
Massachusetts
$330K +$324K +4,453 New
IAN
214
Integrated Advisors Network
Texas
$327K +$28.7K +394 +10%
CISOA
215
Capital Investment Services of America
Wisconsin
$322K +$317K +4,350 New
Fidelity Investments
216
Fidelity Investments
Massachusetts
$319K +$30.3K +416 +11%
LWAC
217
Laurel Wealth Advisors (California)
California
$319K +$55.3K +760 +21%
PA
218
PSI Advisors
Florida
$317K +$5.1K +70 +2%
SFA
219
Sequoia Financial Advisors
Ohio
$295K +$77.4K +1,063 +36%
AWA
220
Arete Wealth Advisors
Illinois
$294K +$27K +371 +2%
NA
221
NewEdge Advisors
Louisiana
$293K +$4.44K +61 +2%
BL
222
BCWM LLC
Kansas
$291K – – –
BRWM
223
B. Riley Wealth Management
Tennessee
$290K +$285K +3,918 New
WCG
224
Weaver Consulting Group
California
$286K – – –
DL
225
DOHJ LLC
Washington
$283K – – –