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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GIA
201
Gladstone Institutional Advisory
Florida
$3.05M +$151K +1,891 +5%
ARC
202
Advisor Resource Council
Texas
$3.04M +$173K +2,169 +6%
RGC
203
Roberts, Glore & Co
Illinois
$3.01M +$637K +7,995 +25%
WW
204
Westshore Wealth
California
$2.99M +$88.2K +1,108 +3%
CPC
205
Cookson Peirce & Co
Pennsylvania
$2.95M +$54.2K +681 +2%
Lido Advisors
206
Lido Advisors
California
$2.95M -$203K -2,546 -6%
PFA
207
Peak Financial Advisors
Colorado
$2.93M -$5.02M -63,062 -62%
William Blair & Company
208
William Blair & Company
Illinois
$2.86M +$266K +3,335 +10%
AC
209
Anson Capital
Georgia
$2.83M +$64.7K +813 +2%
CWM
210
Collaborative Wealth Management
Florida
$2.71M +$381K +4,791 +15%
SWM
211
SFG Wealth Management
Maryland
$2.68M +$1.25M +15,707 +80%
CC
212
Claybrook Capital
Massachusetts
$2.68M
MA
213
Mutual Advisors
Nebraska
$2.58M +$195K +2,444 +8%
Qube Research & Technologies (QRT)
214
Qube Research & Technologies (QRT)
United Kingdom
$2.58M +$2.71M +34,041 +3,404,100%
FPGT
215
Financial Partners Group (Tennessee)
Tennessee
$2.57M -$483K -6,070 -15%
SAG
216
SageView Advisory Group
California
$2.56M +$166K +2,090 +7%
Mercer Global Advisors
217
Mercer Global Advisors
Colorado
$2.51M -$3.58M -44,956 -58%
FP
218
Fiduciary Planning
Florida
$2.51M +$2.63M +33,050 New
AA
219
Ancora Advisors
Ohio
$2.48M +$1.41M +17,699 +118%
FFWM
220
Future Financial Wealth Management
Ohio
$2.38M +$876 +11 +0%
PPP
221
Private Portfolio Partners
New Jersey
$2.37M +$89.6K +1,125 +4%
TB
222
Treynor Bancshares
Iowa
$2.36M -$44.7K -561 -2%
WKSWA
223
White Knight Strategic Wealth Advisors
New Jersey
$2.22M -$217K -2,725 -9%
BFO
224
Boston Family Office
Massachusetts
$2.21M +$344K +4,326 +17%
GRP
225
Global Retirement Partners
California
$2.16M -$70.2K -882 -3%