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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
201
IHT Wealth Management
Illinois
$2.44M -$236K -3,135 -9%
PPP
202
Private Portfolio Partners
New Jersey
$2.4M +$139K +1,847 +7%
TB
203
Treynor Bancshares
Iowa
$2.38M -$171K -2,269 -7%
GRP
204
Global Retirement Partners
California
$2.38M +$72K +957 +3%
FEM
205
Fulcrum Equity Management
Texas
$2.37M +$2.23M +29,659 New
AWA
206
Arete Wealth Advisors
Illinois
$2.27M +$577K +7,661 +37%
SOS
207
Silver Oak Securities
Tennessee
$2.27M +$1.34M +17,738 +165%
CAM
208
Cresset Asset Management
Illinois
$2.21M +$1.42M +18,826 +212%
EP
209
Eudaimonia Partners
Tennessee
$2.2M +$2.08M +27,577 New
PA
210
Paragon Advisors
Texas
$2.19M -$456K -6,053 -18%
EE
211
EWG Elevate
California
$2.18M +$47.5K +631 +2%
OLA
212
Oliver Luxxe Assets
New Jersey
$2.11M -$165K -2,192 -8%
CS
213
Credit Suisse
Switzerland
$2.09M +$120K +1,590 +6%
HWA
214
HHM Wealth Advisors
Tennessee
$2.03M – – –
PNC Financial Services Group
215
PNC Financial Services Group
Pennsylvania
$2.03M +$93.6K +1,243 +5%
VWA
216
V Wealth Advisors
Kansas
$2.03M +$186K +2,470 +11%
CSI
217
Cross Staff Investments
New York
$1.98M +$39.6K +526 +2%
BFO
218
Boston Family Office
Massachusetts
$1.98M +$137K +1,824 +8%
BWM
219
BCS Wealth Management
Tennessee
$1.97M +$107K +1,426 +6%
AI
220
Atria Investments
North Carolina
$1.96M +$1.85M +24,580 New
SI
221
SimpliFi Inc
California
$1.95M +$1.84M +24,380 New
LNC
222
Lincoln National Corp
Pennsylvania
$1.88M -$2.56K -34 -0.1%
T
223
TRUADVICE
Florida
$1.83M +$35.1K +467 +2%
NMG
224
New Millennium Group
Utah
$1.79M +$1.69M +22,472 New
CPIA
225
Cornell Pochily Investment Advisors
New York
$1.78M +$16.8K +223 +1%