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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WA
201
Win Advisors
Florida
$1.33M +$1.27M +17,864 New
YIA
202
YHB Investment Advisors
Connecticut
$1.32M +$259K +3,651 +26%
USCWA
203
U.S. Capital Wealth Advisors
Texas
$1.3M -$90.4K -1,273 -7%
AFG
204
Atomi Financial Group
New York
$1.29M +$1.24M +17,532 New
CBFP
205
Cedar Brook Financial Partners
Ohio
$1.24M +$47.4K +668 +4%
SFA
206
Sequoia Financial Advisors
Ohio
$1.22M +$287K +4,044 +33%
HFS
207
Howard Financial Services
Texas
$1.16M
PMG
208
ProVise Management Group
Florida
$1.14M -$111K -1,569 -9%
TC
209
Trilogy Capital
California
$1.13M +$124K +1,740 +13%
ACA
210
Ascension Capital Advisors
Texas
$1.09M -$4.61K -65 -0.4%
PG
211
Patten Group
Tennessee
$1.04M -$22.2K -313 -2%
DWM
212
Defined Wealth Management
Oregon
$1.03M +$155K +2,179 +18%
AIM
213
Anchor Investment Management
South Carolina
$994K -$1.63K -23 -0.2%
MIH
214
Meitav Investment House
Israel
$978K +$430K +6,063 +87%
Wealthfront Advisers
215
Wealthfront Advisers
California
$975K +$160K +2,250 +21%
JWCA
216
J.W. Cole Advisors
Florida
$965K -$63.4K -893 -6%
JIP
217
Jaffetilchin Investment Partners
Florida
$946K -$3.64M -51,345 -80%
CAPTRUST Financial Advisors
218
CAPTRUST Financial Advisors
North Carolina
$942K
VDBMI
219
Van Den Berg Management I
Texas
$922K -$26.9K -379 -3%
RJT
220
Raymond James Trust
Florida
$920K +$11.4K +160 +1%
GWSG
221
GPS Wealth Strategies Group
Colorado
$915K +$51.8K +730 +6%
Fidelity Investments
222
Fidelity Investments
Massachusetts
$913K +$48.1K +677 +6%
WTC
223
WhitTier Trust Company
Nevada
$908K
BCM
224
BlueCrest Capital Management
Jersey
$874K +$840K +11,836 New
WS
225
Wedbush Securities
California
$862K -$48.4K -682 -6%