We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
51
Laurel Wealth Advisors (California)
California
$260K +$27.6K +750 +12%
EDRH
52
Edmond de Rothschild Holding
Switzerland
$251K
PFGIA
53
Patriot Financial Group Insurance Agency
Massachusetts
$237K
SWM
54
SVA Wealth Management
Wisconsin
$236K
DC
55
Davenport & Co
Virginia
$225K
AA
56
Ancora Advisors
Ohio
$224K
BCM
57
Beck Capital Management
Texas
$204K -$14.2K -385 -7%
WF
58
Welch & Forbes
Massachusetts
$203K +$199K +5,400 New
AG
59
Advisor Group
Arizona
$177K +$42.5K +1,152 +32%
WA
60
WFG Advisors
Texas
$175K
WEC
61
Winslow Evans & Crocker
Massachusetts
$137K +$38.7K +1,050 +40%
US Bancorp
62
US Bancorp
Minnesota
$90K
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$62K +$60.8K +1,650 New
KKAMG
64
Kernodle & Katon Asset Management Group
Arkansas
$61K
BIG
65
Bellwether Investment Group
Tennessee
$44K +$5.53K +150 +15%
MIFH
66
Migdal Insurance & Financial Holdings
Israel
$35K +$9.77K +265 +40%
NFG
67
Next Financial Group
Texas
$33K +$19.2K +520 +149%
SSB
68
Sandy Spring Bank
Maryland
$30K
CAG
69
Crestwood Advisors Group
Massachusetts
$26K +$24.7K +671 New
RFM
70
Royal Fund Management
Florida
$18K
UBS AM
71
UBS AM
Illinois
$17.8K +$17.5K +474 New
PK
72
Pflug Koory
Nebraska
$13K
PG
73
Patten Group
Tennessee
$12K
BFEC
74
Benjamin F. Edwards & Company
Missouri
$11K
SEI Investments
75
SEI Investments
Pennsylvania
$10K -$9.1K -247 -48%