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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFSG
201
Sound Financial Strategies Group
Mississippi
$990K -$30.5K -403 -3%
GWSG
202
GPS Wealth Strategies Group
Colorado
$973K +$2.73K +36 +0.3%
CF
203
Centaurus Financial
California
$966K +$3.18K +42 +0.3%
CW
204
CreativeOne Wealth
Kansas
$965K -$8.03K -106 -0.8%
RGF
205
Retirement Guys Formula
Ohio
$944K +$940K +12,398 New
WTC
206
WhitTier Trust Company
Nevada
$936K
JMPWA
207
JP Morgan Private Wealth Advisors
California
$925K -$74.4K -982 -7%
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$920K -$2.96K -39 -0.3%
Renaissance Technologies
209
Renaissance Technologies
New York
$913K -$667K -8,800 -42%
KWM
210
Kaydan Wealth Management
Michigan
$906K +$902K +11,901 New
UCFA
211
United Capital Financial Advisors
Texas
$886K +$5.38K +71 +0.6%
GTAM
212
Global Trust Asset Management
Florida
$880K +$237K +3,133 +37%
NFSG
213
Newbridge Financial Services Group
Florida
$871K
PFA
214
Plotkin Financial Advisors
Maryland
$866K +$862K +11,377 New
PP
215
Prudential plc
United Kingdom
$857K
CRWM
216
Castle Rock Wealth Management
California
$847K -$1.94M -25,605 -69%
AGA
217
Accuvest Global Advisors
Utah
$845K -$4.64M -61,202 -85%
SL
218
SWMG LLC
Texas
$816K +$201K +2,651 +33%
Brown Advisory
219
Brown Advisory
Maryland
$768K
LSPW
220
Lake Street Private Wealth
Illinois
$737K +$734K +9,683 New
WS
221
Wedbush Securities
California
$717K +$7.65K +101 +1%
AGP
222
Autumn Glory Partners
Texas
$692K +$689K +9,087 New
TRCT
223
Tower Research Capital (TRC)
New York
$653K -$2.91M -38,452 -82%
HWA
224
HCR Wealth Advisors
California
$652K +$42.2K +557 +7%
OSNBOA
225
Old Second National Bank of Aurora
Illinois
$648K