We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
426
Calton & Associates
Florida
$718K +$677K +7,408 New
WCM
427
WealthBridge Capital Management
Ohio
$714K -$159K -1,741 -19%
KWM
428
Kingsview Wealth Management
Oregon
$709K +$29.5K +323 +5%
SIC
429
Samalin Investment Counsel
New York
$709K +$45.9K +502 +7%
MWM
430
MGB Wealth Management
Texas
$703K – – –
AAS
431
Ameritas Advisory Services
Nebraska
$688K +$160K +1,752 +33%
HH
432
Hilltop Holdings
Texas
$681K +$642K +7,026 New
RC
433
Randolph Company
Ohio
$674K -$17.2K -188 -3%
AWM
434
Accurate Wealth Management
Florida
$670K +$631K +6,898 New
WPWM
435
Western Pacific Wealth Management
Illinois
$655K +$146K +1,600 +31%
E
436
ETFidea
New York
$651K -$51.9K -568 -8%
ECA
437
Elevated Capital Advisors
Utah
$647K -$4.94M -54,054 -89%
3F
438
360 Financial
Minnesota
$640K – – –
PGAM
439
Princeton Global Asset Management
New Jersey
$633K -$25.1K -275 -4%
FSWA
440
Financial Synergies Wealth Advisors
Texas
$614K +$68.9K +754 +14%
PW
441
Peninsula Wealth
California
$613K – – –
FHA
442
First Horizon Advisors
Tennessee
$613K +$17.6K +193 +3%
MC
443
Moors & Cabot
Massachusetts
$609K +$42.5K +465 +8%
SVWAG
444
Sound View Wealth Advisors Group
Georgia
$606K +$18.7K +204 +3%
1IA
445
1620 Investment Advisors
Massachusetts
$604K +$110K +1,204 +24%
BCM
446
Beck Capital Management
Texas
$602K +$8.14K +89 +1%
SEP
447
Southland Equity Partners
Missouri
$576K -$732 -8 -0.1%
PTC
448
Private Trust Company
Ohio
$576K -$239K -2,615 -31%
PFGIA
449
Patriot Financial Group Insurance Agency
Massachusetts
$569K -$43.3K -473 -7%
AWM
450
AE Wealth Management
Kansas
$564K -$32.5K -355 -6%
16 17
18
19 20