We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
351
Heck Capital Advisors
Wisconsin
$1.08M – – –
PAS
352
Park Avenue Securities
New York
$1.08M +$46.6K +450 +4%
CAG
353
Compass Advisory Group
New York
$1.07M -$1.41M -13,557 -55%
BNMT
354
Bawa N Mallick Trust
New York
$1.06M – – –
JSW
355
Journey Strategic Wealth
New Jersey
$1.05M -$157K -1,513 -12%
ACM
356
AlphaStar Capital Management
North Carolina
$1.04M -$65.5K -632 -6%
KFGK
357
Keystone Financial Group (Kentucky)
Kentucky
$1.03M – – –
EFS
358
Essex Financial Services
Connecticut
$1.03M -$323K -3,117 -23%
RWA
359
Rooted Wealth Advisors
Illinois
$1.02M -$82.3K -794 -7%
WA
360
Whipplewood Advisors
Colorado
$1.01M -$21.4K -206 -2%
PWP
361
Principle Wealth Partners
Connecticut
$1M – – –
BWM
362
BCS Wealth Management
Tennessee
$985K -$1.69M -16,347 -62%
SIS
363
Strategic Investment Solutions
Illinois
$963K -$1.66K -16 -0.2%
CRWM
364
Castle Rock Wealth Management
California
$953K -$11.6K -112 -1%
KAS
365
KPP Advisory Services
Kentucky
$952K -$4.25K -41 -0.4%
AF
366
Advisornet Financial
Minnesota
$952K -$26.8K -259 -3%
SWM
367
SK Wealth Management
Rhode Island
$948K -$143K -1,376 -12%
RFP
368
Root Financial Partners
California
$948K +$15.8K +152 +2%
ACS
369
Archford Capital Strategies
Illinois
$946K -$51.7K -499 -5%
PWM
370
Parkway Wealth Management
Texas
$935K -$33.1K -319 -3%
PFA
371
Peak Financial Advisors
Colorado
$923K -$196K -1,887 -17%
HWM
372
HB Wealth Management
Georgia
$902K -$9.95K -96 -1%
PM
373
Phraction Management
Connecticut
$879K – – –
QT
374
Quantbot Technologies
New York
$870K +$933K +9,000 New
KWM
375
Kaydan Wealth Management
Michigan
$852K – – –
13 14
15
16 17