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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SMAM
201
Sugar Maple Asset Management
Wisconsin
$5.44M +$350K +3,630 +7%
WKSWA
202
White Knight Strategic Wealth Advisors
New Jersey
$5.39M +$2.73M +28,314 +95%
Focus Partners Wealth
203
Focus Partners Wealth
Massachusetts
$5.39M +$3.54M +36,701 +171%
TPWA
204
TRUE Private Wealth Advisors
Oregon
$5.38M +$567K +5,885 +11%
TP
205
Tranquility Partners
Tennessee
$5.34M -$63.9K -663 -1%
BRWA
206
B. Riley Wealth Advisors
Florida
$5.3M -$326K -3,382 -6%
MCM
207
Mengis Capital Management
Oregon
$5.24M +$146K +1,515 +3%
MWM
208
Modern Wealth Management
Kansas
$5.21M +$5.3K +55 +0.1%
GIA
209
Gladstone Institutional Advisory
Florida
$5.2M +$687K +7,132 +15%
GB
210
Goepper Burkhardt
South Carolina
$5.18M +$345K +3,584 +7%
CWG
211
Cornerstone Wealth Group
North Carolina
$5.15M -$201K -2,086 -4%
MFG
212
Midwest Financial Group
Kansas
$5.15M -$80.1K -832 -1%
SWP
213
Stratos Wealth Partners
Ohio
$5.07M -$18.8M -194,923 -78%
LCM
214
Lunt Capital Management
Utah
$5.01M +$1.19M +12,333 +30%
FPGK
215
Financial Partners Group (Kansas)
Kansas
$4.98M -$164K -1,705 -3%
AIC
216
Ayalon Insurance Company
Israel
$4.96M +$29.2K +303 +0.6%
FFA
217
Fortune Financial Advisors
Kansas
$4.94M +$604K +6,271 +13%
BF
218
bLong Financial
Tennessee
$4.93M +$5.12M +53,119 New
IAN
219
Integrated Advisors Network
Texas
$4.91M +$141K +1,468 +3%
YIA
220
YHB Investment Advisors
Connecticut
$4.79M -$605K -6,276 -11%
JWBC
221
John W. Brooker & Co
California
$4.75M +$751K +7,792 +18%
SPI
222
Santori & Peters Inc
Pennsylvania
$4.67M +$47.4K +492 +1%
FF
223
Farrell Financial
New York
$4.62M +$64.7K +672 +1%
SMC
224
Smith, Moore & Co
Missouri
$4.61M +$354K +3,676 +8%
BPA
225
Beacon Pointe Advisors
California
$4.61M -$6.55K -68 -0.1%