We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AB
526
Atlas Brown
Kentucky
$326K -$133K -1,313 -30%
NWA
527
Navis Wealth Advisors
New York
$323K +$70.5K +697 +29%
WA
528
Winter & Associates
Minnesota
$322K -$65.3K -646 -17%
PA
529
Parallel Advisors
California
$321K -$20.3K -201 -6%
AIP
530
Almanack Investment Partners
Pennsylvania
$318K +$3.03K +30 +1%
TCM
531
TD Capital Management
Tennessee
$316K – – –
Kayne Anderson Rudnick Investment Management
532
Kayne Anderson Rudnick Investment Management
California
$315K – – –
BWM
533
Baron Wealth Management
Michigan
$314K – – –
BC
534
Barnett & Company
Tennessee
$307K -$4.55K -45 -2%
BCA
535
Bay Capital Advisors
Virginia
$306K – – –
OCM
536
One Capital Management
California
$304K – – –
SVWAG
537
Sound View Wealth Advisors Group
Georgia
$300K -$184K -1,818 -39%
SA
538
Sovran Advisors
California
$298K -$454K -4,495 -62%
PCMM
539
Piedmont Capital Management (Montana)
Montana
$297K – – –
NIWA
540
New Insight Wealth Advisors
California
$296K +$21.9K +217 +8%
LA
541
LM Advisors
California
$295K +$261K +2,577 +972%
TW
542
TritonPoint Wealth
Maryland
$293K – – –
TP
543
TritonPoint Partners
Maryland
$293K +$285K +2,823 New
RMF
544
Red Mountain Financial
Colorado
$293K – – –
EWA
545
EverSource Wealth Advisors
Alabama
$292K +$3.03K +30 +1%
CG
546
Clarus Group
Texas
$292K – – –
CA
547
CapWealth Advisors
Tennessee
$290K – – –
MAS
548
Madden Advisory Services
Florida
$285K -$1.31K -13 -0.5%
BB
549
Bell Bank
North Dakota
$284K – – –
ASN
550
Advisory Services Network
Georgia
$282K -$111K -1,099 -29%