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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
YIA
201
YHB Investment Advisors
Connecticut
$5.62M -$2.19M -23,921 -29%
SPA
202
Sentinel Pension Advisors
Massachusetts
$5.6M +$150K +1,638 +3%
CWG
203
Cornerstone Wealth Group
North Carolina
$5.58M -$118K -1,292 -2%
MFG
204
Midwest Financial Group
Kansas
$5.46M +$134K +1,460 +3%
MWM
205
Modern Wealth Management
Kansas
$5.44M +$5.13M +56,141 New
CSPIA
206
Cary Street Partners Investment Advisory
Virginia
$5.41M +$87.3K +955 +2%
AF
207
Advisornet Financial
Minnesota
$5.39M +$339K +3,709 +7%
FPGK
208
Financial Partners Group (Kansas)
Kansas
$5.37M -$624K -6,820 -11%
WWA
209
WCG Wealth Advisors
Nevada
$5.36M +$2.42M +26,504 +92%
SMAM
210
Sugar Maple Asset Management
Wisconsin
$5.33M +$749K +8,190 +17%
MCM
211
Mengis Capital Management
Oregon
$5.33M +$157K +1,719 +3%
AIC
212
Ayalon Insurance Company
Israel
$5.15M +$104K +1,137 +2%
GB
213
Goepper Burkhardt
South Carolina
$5.07M +$131K +1,436 +3%
TPWA
214
TRUE Private Wealth Advisors
Oregon
$5.06M +$2.93M +32,074 +160%
UWM
215
USAdvisors Wealth Management
Minnesota
$5M -$232K -2,540 -5%
IAN
216
Integrated Advisors Network
Texas
$4.99M -$153K -1,669 -3%
LWM
217
Lionsbridge Wealth Management
Florida
$4.99M -$2.52M -27,539 -35%
Mercer Global Advisors
218
Mercer Global Advisors
Colorado
$4.9M +$1.84M +20,114 +65%
SPI
219
Santori & Peters Inc
Pennsylvania
$4.84M -$78.4K -857 -2%
BPA
220
Beacon Pointe Advisors
California
$4.83M +$140K +1,532 +3%
FF
221
Farrell Financial
New York
$4.78M -$69.7K -762 -2%
GIA
222
Gladstone Institutional Advisory
Florida
$4.75M +$268K +2,934 +6%
GWSG
223
GPS Wealth Strategies Group
Colorado
$4.69M -$464K -5,078 -9%
IA
224
IAM Advisory
Pennsylvania
$4.68M -$15.2K -166 -0.3%
MA
225
Mutual Advisors
Nebraska
$4.63M +$26.6K +291 +0.6%