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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RF
201
Rollins Financial
Georgia
$985K +$985K +15,182 New
LWM
202
Lionsbridge Wealth Management
Florida
$975K +$197K +3,033 +25%
ACA
203
Ascension Capital Advisors
Texas
$959K -$13K -200 -1%
PG
204
Patten Group
Tennessee
$934K +$9.34K +144 +1%
PNC Financial Services Group
205
PNC Financial Services Group
Pennsylvania
$921K -$762K -11,750 -45%
YIA
206
YHB Investment Advisors
Connecticut
$919K +$128K +1,967 +16%
GRP
207
Global Retirement Partners
California
$916K -$583K -8,991 -39%
JWCA
208
J.W. Cole Advisors
Florida
$906K +$59.9K +923 +7%
TC
209
Trilogy Capital
California
$881K +$880K +13,573 New
AIM
210
Anchor Investment Management
South Carolina
$876K -$9.73K -150 -1%
KDA
211
Kraft Davis & Associates
Missouri
$849K +$750K +11,564 New
VF
212
VitalStone Financial
Texas
$842K +$845K +13,027 New
VDBMI
213
Van Den Berg Management I
Texas
$835K -$17.8K -275 -2%
CAPTRUST Financial Advisors
214
CAPTRUST Financial Advisors
North Carolina
$829K +$389 +6 +0%
CRWM
215
Castle Rock Wealth Management
California
$815K -$4.28K -66 -0.6%
SFA
216
Sequoia Financial Advisors
Ohio
$807K +$239K +3,690 +42%
WS
217
Wedbush Securities
California
$802K +$158K +2,443 +25%
LPT
218
Legacy Private Trust
Wisconsin
$799K -$53K -817 -6%
RJT
219
Raymond James Trust
Florida
$798K -$472K -7,273 -37%
WTC
220
WhitTier Trust Company
Nevada
$798K
DWM
221
Defined Wealth Management
Oregon
$767K -$92.2K -1,421 -11%
CMI
222
Clare Market Investments
Texas
$760K -$94K -1,449 -11%
Fidelity Investments
223
Fidelity Investments
Massachusetts
$759K +$199K +3,069 +36%
GWSG
224
GPS Wealth Strategies Group
Colorado
$757K -$32K -493 -4%
Goldman Sachs
225
Goldman Sachs
New York
$752K -$564K -8,699 -43%