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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VDBMI
201
Van Den Berg Management I
Texas
$898K +$14.2K +207 +1%
CF
202
Centaurus Financial
California
$893K -$8.58K -125 -0.9%
AIM
203
Anchor Investment Management
South Carolina
$866K +$1.99K +29 +0.2%
DWM
204
Defined Wealth Management
Oregon
$842K -$4.8K -70 -0.5%
UCFA
205
United Capital Financial Advisors
Texas
$833K +$72.1K +1,050 +9%
JWCA
206
J.W. Cole Advisors
Florida
$831K -$53.5K -780 -6%
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$785K -$145K -2,119 -15%
WTC
208
WhitTier Trust Company
Nevada
$783K
CW
209
CreativeOne Wealth
Kansas
$766K -$63.8K -930 -7%
CRWM
210
Castle Rock Wealth Management
California
$759K -$69 -1 -0%
NFSG
211
Newbridge Financial Services Group
Florida
$750K +$22.3K +325 +3%
LPT
212
Legacy Private Trust
Wisconsin
$741K -$738K -10,755 -48%
GWSG
213
GPS Wealth Strategies Group
Colorado
$713K -$6.86K -100 -0.9%
Mercer Global Advisors
214
Mercer Global Advisors
Colorado
$713K +$271K +3,953 +55%
PP
215
Prudential plc
United Kingdom
$707K -$2.06K -30 -0.3%
GC
216
Gilbert & Cook
Iowa
$669K -$15.2K -222 -2%
FFN
217
Focus Financial Network
Minnesota
$667K
Brown Advisory
218
Brown Advisory
Maryland
$643K
KWM
219
Kaydan Wealth Management
Michigan
$632K -$39.5K -575 -5%
WS
220
Wedbush Securities
California
$632K +$81.5K +1,188 +14%
SWM
221
Spire Wealth Management
Virginia
$602K -$805K -11,737 -55%
CF
222
Clarity Financial
Texas
$591K +$69.4K +1,011 +12%
CMI
223
Clare Market Investments
Texas
$582K +$626K +9,125 New
LSPW
224
Lake Street Private Wealth
Illinois
$579K -$101K -1,478 -14%
PM
225
Phraction Management
Connecticut
$572K +$281K +4,100 +84%