We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
301
Paragon Advisors
Texas
$1.51M -$63.8K -822 -4%
PG
302
Patten Group
Tennessee
$1.48M +$180K +2,322 +15%
FHC
303
First Heartland Consultants
Missouri
$1.45M +$174K +2,240 +15%
PS
304
Principal Securities
Iowa
$1.45M +$1.33M +17,081 New
National Bank of Canada
305
National Bank of Canada
Quebec, Canada
$1.4M +$12.9K +166 +1%
MWM
306
Meridian Wealth Management
Kentucky
$1.38M +$1.27M +16,290 New
BCA
307
Bay Colony Advisors
Massachusetts
$1.37M +$1.05M +13,462 +501%
PWM
308
Perigon Wealth Management
California
$1.32M -$58.9K -758 -5%
CP
309
Castleview Partners
Texas
$1.32M +$1.2M +15,477 +38,693%
TW
310
Transform Wealth
Colorado
$1.31M +$986K +12,697 +473%
CIBC Private Wealth Group
311
CIBC Private Wealth Group
Georgia
$1.29M – – –
US Bancorp
312
US Bancorp
Minnesota
$1.27M +$44.6K +574 +4%
DWM
313
Defined Wealth Management
Oregon
$1.26M -$3.11K -40 -0.3%
CCM
314
Cutler Capital Management
Massachusetts
$1.25M +$163K +2,102 +17%
ACA
315
Ascension Capital Advisors
Texas
$1.25M – – –
Brown Advisory
316
Brown Advisory
Maryland
$1.22M -$96.2K -1,239 -8%
WI
317
Wintrust Investments
Illinois
$1.21M -$2.8K -36 -0.3%
BFG
318
Bleakley Financial Group
New Jersey
$1.19M +$1.09M +14,067 New
SS
319
Simplicity Solutions
Minnesota
$1.19M +$1.09M +14,067 New
WWM
320
Wolff Wiese Magana
California
$1.18M +$428K +5,510 +66%
ACA
321
Aptus Capital Advisors
Alabama
$1.17M -$2.2M -28,312 -67%
GWANC
322
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.15M +$246K +3,164 +30%
TC
323
Trilogy Capital
California
$1.15M +$4.35K +56 +0.4%
IWC
324
Integrated Wealth Concepts
Massachusetts
$1.15M -$20.5K -264 -2%
Citadel Advisors
325
Citadel Advisors
Florida
$1.15M +$1.05M +13,511 New