We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
251
TD Capital Management
Tennessee
$207K +$212K +2,822 New
TAM
252
Tealwood Asset Management
Minnesota
$207K +$213K +2,832 New
PA
253
Prism Advisors
California
$206K -$711K -9,450 -77%
AIA
254
Angeles Investment Advisors
California
$194K +$199K +2,646 New
ADL
255
Asset Dedication LLC
California
$190K – – –
CCM
256
Cutler Capital Management
Massachusetts
$183K +$1.5K +20 +0.8%
NFG
257
Next Financial Group
Texas
$176K +$50.2K +667 +38%
WLPWM
258
Walled Lake Planning & Wealth Management
Illinois
$140K +$33.1K +440 +30%
RG
259
Retirement Group
California
$137K – – –
JFGIW
260
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$136K – – –
PFPT
261
Pinnacle Financial Partners (Tennessee)
Tennessee
$119K – – –
ZB
262
Zions Bancorporation
Utah
$105K – – –
TWA
263
TCI Wealth Advisors
Arizona
$102K – – –
WWMSC
264
Wagner Wealth Management (South Carolina)
South Carolina
$99K – – –
TWM
265
Tradition Wealth Management
Minnesota
$97K – – –
BFEC
266
Benjamin F. Edwards & Company
Missouri
$82K -$1.81K -24 -2%
PA
267
Parallel Advisors
California
$73K -$21.7K -288 -22%
TH
268
TCTC Holdings
Texas
$66K – – –
WWM
269
Wolff Wiese Magana
California
$54K – – –
BBHC
270
Brown Brothers Harriman & Co
New York
$53K +$54.9K +730 New
Bank of Montreal
271
Bank of Montreal
Ontario, Canada
$51K +$50.6K +672 +11,200%
ACA
272
Atlas Capital Advisors
Wyoming
$50.6K – – –
MIFH
273
Migdal Insurance & Financial Holdings
Israel
$48K – – –
PCG
274
Private Capital Group
Connecticut
$44K +$45.5K +605 New
BCA
275
Berman Capital Advisors
Georgia
$39K – – –