We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
601
Avaii Wealth Management
Wisconsin
$215K +$209K +2,066 New
TCIIS
602
TIAA-CREF Individual & Institutional Services
New York
$214K +$208K +2,062 New
MWA
603
Medallion Wealth Advisors
Connecticut
$213K -$7.58K -75 -4%
UIM
604
Unified Investment Management
Georgia
$213K +$207K +2,044 New
LIA
605
Lynx Investment Advisory
District of Columbia
$212K +$207K +2,043 New
MWA
606
Midland Wealth Advisors
Illinois
$212K +$206K +2,036 New
SOS
607
Silver Oak Securities
Tennessee
$212K -$7.08K -70 -3%
PF
608
Phoenix Financial
Israel
$211K +$205K +2,030 New
WFM
609
Wolff Financial Management
Michigan
$211K +$205K +2,029 New
LWMNY
610
Landmark Wealth Management (New York)
New York
$209K +$203K +2,012 New
LSIA
611
LaSalle St. Investment Advisors
Illinois
$208K -$12.2K -121 -6%
PCM
612
Prelude Capital Management
New York
$208K +$202K +2,000 New
KDA
613
Kraft Davis & Associates
Missouri
$201K -$168K -1,666 -46%
GBWM
614
Granite Bay Wealth Management
New Hampshire
$201K +$195K +1,932 New
SDH
615
Sloy Dahl & Holst
Washington
$200K +$195K +1,925 New
CVM
616
Cheviot Value Management
California
$198K +$4.95K +49 +3%
MB
617
MidFirst Bank
Oklahoma
$194K
IA
618
IFG Advisory
Georgia
$187K +$173K +1,707 +1,918%
ECA
619
Elevated Capital Advisors
Utah
$173K -$202 -2 -0.1%
KFI
620
Key Financial Inc
Pennsylvania
$173K +$3.44K +34 +2%
AG
621
AmeriFlex Group
Nevada
$164K
UBS AM
622
UBS AM
Illinois
$164K -$214K -2,114 -57%
GT
623
Glenmede Trust
Pennsylvania
$158K -$30.6K -303 -17%
HHCP
624
Hilton Head Capital Partners
South Carolina
$156K
NSG
625
Nalls Sherbakoff Group
Tennessee
$156K