We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FSWA
426
Financial Synergies Wealth Advisors
Texas
$647K +$7.76K +76 +1%
OWA
427
OakTrust Wealth Advisors
Connecticut
$643K +$634K +6,210 New
TWML
428
Todd Wealth Management, LLC
Florida
$642K +$633K +6,195 New
PTC
429
Private Trust Company
Ohio
$632K +$42K +411 +7%
KDA
430
Kraft Davis & Associates
Missouri
$631K -$1.91M -18,693 -76%
QCIG
431
Quad-Cities Investment Group
Iowa
$631K -$7.25K -71 -1%
RFA
432
Resurgent Financial Advisors
Georgia
$625K -$3.17K -31 -0.5%
KeyBank National Association
433
KeyBank National Association
Ohio
$619K – – –
GCP
434
Guardian Capital (Pennsylvania)
Pennsylvania
$618K +$609K +5,967 New
CAM
435
Cresset Asset Management
Illinois
$603K +$158K +1,552 +36%
HNWA
436
Henrickson Nauta Wealth Advisors
Michigan
$597K +$212K +2,078 +58%
3F
437
360 Financial
Minnesota
$597K -$8.27K -81 -1%
GWSG
438
GPS Wealth Strategies Group
Colorado
$591K -$2.31M -22,617 -80%
LPT
439
Legacy Private Trust
Wisconsin
$589K -$63.3K -620 -10%
DCM
440
Dorato Capital Management
Colorado
$587K +$558K +5,468 New
WAG
441
Wilkerson Advisory Group
Missouri
$586K +$578K +5,663 New
MWA
442
Merkkuri Wealth Advisors
New York
$583K -$281K -2,754 -33%
Bank of Montreal
443
Bank of Montreal
Ontario, Canada
$583K +$61.7K +604 +12%
IWM
444
IMG Wealth Management
Florida
$572K -$387K -3,786 -41%
GAM
445
Gotham Asset Management
New York
$571K – – –
VCM
446
Vision Capital Management
Oregon
$565K – – –
DA
447
Dash Acquisitions
California
$562K – – –
AWA
448
Arkadios Wealth Advisors
Georgia
$561K +$99.6K +975 +22%
BCM
449
Beck Capital Management
Texas
$558K -$66.3K -649 -11%
AC
450
Anson Capital
Georgia
$554K -$5.92K -58 -1%