We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAS
51
Partnervest Advisory Services
California
$584K -$48.3K -1,134 -8%
WTC
52
WhitTier Trust Company
Nevada
$546K -$19.2K -450 -3%
SG
53
StoneX Group
New York
$527K +$101K +2,368 +24%
MML Investors Services
54
MML Investors Services
Massachusetts
$521K +$37.1K +870 +8%
SPIA
55
Steward Partners Investment Advisory
New York
$507K +$495K +11,632 New
ALIONA
56
Allianz Life Insurance of North America
Minnesota
$501K -$7.88K -185 -2%
AG
57
Advisor Group
Arizona
$494K -$26.1K -613 -5%
WI
58
Wintrust Investments
Illinois
$481K +$471K +11,047 New
RC
59
Roundview Capital
New Jersey
$476K
OC
60
Oppenheimer & Co
New York
$471K -$34.8K -816 -7%
GTAM
61
Global Trust Asset Management
Florida
$439K -$248K -5,830 -37%
BUB
62
BBVA USA Bancshares
Texas
$437K +$88.6K +2,079 +26%
JIP
63
Jaffetilchin Investment Partners
Florida
$434K +$424K +9,952 New
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$430K +$53.5K +1,255 +15%
AWA
65
Acorn Wealth Advisors
Michigan
$399K +$65.3K +1,532 +20%
BAM
66
Belpointe Asset Management
Nevada
$380K -$25.6K -600 -6%
ACP
67
Aveo Capital Partners
Colorado
$370K -$1.87K -44 -0.5%
PG
68
Patten Group
Tennessee
$355K +$81.1K +1,905 +30%
Creative Planning
69
Creative Planning
Kansas
$336K +$52K +1,220 +19%
CAGAS
70
Capital Advisory Group Advisory Services
Minnesota
$335K -$33.1K -777 -9%
CAN
71
Claraphi Advisory Network
United States
$331K -$3.41K -80 -1%
WEC
72
Winslow Evans & Crocker
Massachusetts
$304K
AI
73
Atria Investments
North Carolina
$296K +$289K +6,785 New
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$264K -$46.8K -1,099 -15%
BRWA
75
B. Riley Wealth Advisors
Florida
$264K +$7.2K +169 +3%