We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
601
Financial Engines Advisors
California
$207K – – –
QCIG
602
Quad-Cities Investment Group
Iowa
$206K +$216K +2,346 New
SCM
603
Saxony Capital Management
Missouri
$204K +$7.45K +81 +4%
MFG
604
Mosaic Financial Group
Illinois
$204K – – –
IA
605
IFG Advisory
Georgia
$203K – – –
MCP
606
Mirador Capital Partners
California
$201K – – –
KFI
607
Key Financial Inc
Pennsylvania
$197K – – –
PA
608
Parallel Advisors
California
$171K -$10K -109 -5%
RIM
609
Rakuten Investment Management
Japan
$169K +$177K +1,928 New
HIIFS
610
Harel Insurance Investments & Financial Services
Israel
$167K – – –
AW
611
Avion Wealth
Texas
$165K – – –
CVM
612
Cheviot Value Management
California
$160K +$170K +1,851 New
SC
613
SouthState Corp
Florida
$159K +$167K +1,811 New
AWM
614
Ameliora Wealth Management
Switzerland
$154K -$138K -1,500 -46%
BBHC
615
Brown Brothers Harriman & Co
New York
$118K – – –
OC
616
Oakworth Capital
Alabama
$113K – – –
PAI
617
Pittenger & Anderson Inc
Nebraska
$106K – – –
CA
618
Crewe Advisors
Utah
$104K -$20.6K -224 -16%
MDA
619
Minot DeBlois Advisors
Massachusetts
$99.9K – – –
FPB
620
First PREMIER Bank
South Dakota
$94K – – –
RIL
621
Rothschild Investment LLC
Illinois
$91.7K -$63.1K -686 -40%
GI
622
GAMMA Investing
California
$88.4K +$21.2K +230 +30%
CAL
623
Capital Analysts LLC
Pennsylvania
$88K -$2.48K -27 -3%
HT
624
Headlands Technologies
Illinois
$87.8K -$337K -3,664 -79%
WPA
625
Wealth Preservation Advisors
Tennessee
$81.6K +$85.4K +928 New