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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AGP
201
Autumn Glory Partners
Texas
$883K +$10.2K +151 +1%
Two Sigma Advisers
202
Two Sigma Advisers
New York
$882K -$807K -12,000 -45%
PG
203
Patten Group
Tennessee
$874K +$3.56K +53 +0.4%
FCT
204
First Community Trust
Iowa
$824K -$134K -2,000 -13%
AIM
205
Anchor Investment Management
South Carolina
$818K +$3.36K +50 +0.4%
CPO
206
Cerity Partners OCIO
New York
$805K +$902K +13,417 New
DWM
207
Defined Wealth Management
Oregon
$794K +$1.41K +21 +0.2%
CMI
208
Clare Market Investments
Texas
$789K +$271K +4,025 +44%
VDBMI
209
Van Den Berg Management I
Texas
$788K -$64K -952 -7%
LPT
210
Legacy Private Trust
Wisconsin
$787K +$101K +1,497 +13%
JWCA
211
J.W. Cole Advisors
Florida
$782K – – –
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$765K +$29.2K +434 +4%
WTC
213
WhitTier Trust Company
Nevada
$738K – – –
YIA
214
YHB Investment Advisors
Connecticut
$732K +$309K +4,594 +60%
GWSG
215
GPS Wealth Strategies Group
Colorado
$729K +$65.6K +975 +9%
LWM
216
Lionsbridge Wealth Management
Florida
$718K -$1.55M -23,077 -66%
NFSG
217
Newbridge Financial Services Group
Florida
$706K – – –
AIP
218
Almanack Investment Partners
Pennsylvania
$686K -$480K -7,134 -38%
CRWM
219
Castle Rock Wealth Management
California
$677K -$6.59K -98 -0.9%
CIAS
220
Capital Investment Advisory Services
North Carolina
$677K +$354K +5,258 +87%
SL
221
SWMG LLC
Texas
$660K +$740K +10,998 New
GC
222
Gilbert & Cook
Iowa
$649K +$4.1K +61 +0.6%
FH
223
FWG Holdings
Florida
$648K +$726K +10,802 New
FFN
224
Focus Financial Network
Minnesota
$628K – – –
WS
225
Wedbush Securities
California
$595K +$605 +9 +0.1%