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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GC
201
Gilbert & Cook
Iowa
$568K +$98.9K +1,314 +20%
Mercer Global Advisors
202
Mercer Global Advisors
Colorado
$559K +$24.2K +322 +4%
CG
203
Clarus Group
Texas
$550K +$27.3K +363 +5%
LA
204
LexAurum Advisors
Kansas
$543K
HI
205
Harbour Investments
Wisconsin
$542K +$32.4K +431 +6%
Millennium Management
206
Millennium Management
New York
$533K +$547K +7,271 New
GAG
207
GM Advisory Group
New York
$507K +$34.9K +463 +7%
BJL
208
Brighton Jones LLC
Washington
$489K
SC
209
Soundwatch Capital
Connecticut
$487K +$501K +6,655 New
IF
210
Intrua Financial
Texas
$479K +$480K +6,375 New
IWC
211
Integrated Wealth Concepts
Massachusetts
$433K +$445K +5,912 New
GWM
212
Geneos Wealth Management
Colorado
$423K +$37.5K +498 +10%
BHWM
213
Bar Harbor Wealth Management
New Hampshire
$400K +$411K +5,462 New
WCG
214
Weaver Consulting Group
California
$398K +$119K +1,576 +41%
HAS
215
HBW Advisory Services
California
$390K +$401K +5,329 New
BCA
216
Bay Colony Advisors
Massachusetts
$384K
SIC
217
Samalin Investment Counsel
New York
$379K +$15.3K +203 +4%
Fidelity Investments
218
Fidelity Investments
Massachusetts
$367K +$53.4K +709 +16%
LWAC
219
Laurel Wealth Advisors (California)
California
$363K +$48.3K +641 +15%
CIBC World Market
220
CIBC World Market
Ontario, Canada
$362K -$25.6K -340 -6%
WF
221
Welch & Forbes
Massachusetts
$355K
PIA
222
Perennial Investment Advisors
California
$354K +$3.54K +47 +1%
Lido Advisors
223
Lido Advisors
California
$331K -$110K -1,456 -24%
FHA
224
Flagship Harbor Advisors
Massachusetts
$330K
PA
225
PSI Advisors
Florida
$328K +$14.8K +196 +5%