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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
201
Realta Investment Advisors
Delaware
$4.95M -$328K -3,824 -6%
CWG
202
Cornerstone Wealth Group
North Carolina
$4.94M +$16.3K +190 +0.3%
WIM
203
WealthPlan Investment Management
Nebraska
$4.92M -$2.32M -26,990 -33%
SPA
204
Sentinel Pension Advisors
Massachusetts
$4.92M +$429K +5,000 +10%
PFA
205
Peak Financial Advisors
Colorado
$4.91M -$384K -4,472 -8%
RFN
206
RDA Financial Network
Iowa
$4.84M +$482K +5,615 +12%
IAN
207
Integrated Advisors Network
Texas
$4.81M +$261K +3,045 +6%
MCM
208
Mengis Capital Management
Oregon
$4.79M +$169K +1,975 +4%
EFS
209
Essex Financial Services
Connecticut
$4.78M +$2.05M +23,836 +81%
JJBC
210
James J. Burns & Company
New York
$4.78M -$2.11M -24,564 -31%
PIA
211
Panoramic Investment Advisors
Colorado
$4.77M -$21.5K -251 -0.5%
CW
212
Connectus Wealth
Ohio
$4.74M -$195K -2,267 -4%
MC
213
McCarthy & Cox
Ohio
$4.66M +$4.44M +51,804 New
AIC
214
Ayalon Insurance Company
Israel
$4.64M -$1.18M -13,737 -21%
Comerica Bank
215
Comerica Bank
Texas
$4.62M +$502K +5,852 +13%
SPI
216
Santori & Peters Inc
Pennsylvania
$4.6M -$67.4K -785 -2%
GRP
217
Global Retirement Partners
California
$4.58M +$495K +5,772 +13%
BPA
218
Beacon Pointe Advisors
California
$4.34M +$91K +1,061 +2%
PPP
219
Private Portfolio Partners
New Jersey
$4.27M +$202K +2,354 +5%
IA
220
IAM Advisory
Pennsylvania
$4.26M -$24.3K -283 -0.6%
RCAG
221
Rehmann Capital Advisory Group
Michigan
$4.24M +$196K +2,284 +5%
WW
222
Westshore Wealth
California
$4.24M +$226K +2,635 +6%
RFA
223
Rollins Financial Advisors
New York
$4.2M +$15.4K +180 +0.4%
CIAS
224
Capital Investment Advisory Services
North Carolina
$4.18M -$778K -9,069 -16%
LNC
225
Lincoln National Corp
Pennsylvania
$4.18M +$939K +10,947 +31%