We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
51
Apexium Financial
Texas
$12.8M +$81.3K +1,073 +0.6%
Stifel Financial
52
Stifel Financial
Missouri
$12.3M +$3.88M +51,219 +46%
VWA
53
Visionary Wealth Advisors
Illinois
$11.9M +$558K +7,357 +5%
DC
54
Darrow Company
Massachusetts
$11.7M +$11.7M +154,037 New
Truist Financial
55
Truist Financial
North Carolina
$11.6M +$684K +9,022 +6%
PWM
56
Provident Wealth Management
Tennessee
$11.5M +$574K +7,579 +5%
SI
57
Stephens Inc
Arkansas
$11.3M +$268K +3,530 +2%
UFA
58
US Financial Advisors
Massachusetts
$11.3M +$462K +6,096 +4%
AWM
59
Activest Wealth Management
Florida
$11.2M +$985K +12,994 +10%
WAM
60
WNY Asset Management
New York
$10.7M +$125K +1,651 +1%
AA
61
Apriem Advisors
California
$10.5M -$12.9K -170 -0.1%
JP Morgan Chase
62
JP Morgan Chase
New York
$10.4M +$255K +3,369 +3%
LWM
63
Lionsbridge Wealth Management
Florida
$10.2M +$7.2K +95 +0.1%
AOG
64
Alpha Omega Group
Virginia
$10.1M +$239K +3,156 +2%
FSA
65
Financial Sense Advisors
California
$10.1M +$10M +132,331 New
SPIA
66
Steward Partners Investment Advisory
New York
$9.92M +$213K +2,804 +2%
ZIG
67
Zurich Insurance Group
Switzerland
$9.81M -$294K -3,878 -3%
CJFS
68
Coulter & Justus Financial Services
Tennessee
$9.19M +$9.15M +120,797 New
FC
69
Ferris Capital
Massachusetts
$8.31M +$211K +2,782 +3%
FA
70
Fermata Advisors
California
$8.2M +$1.09M +14,394 +15%
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.13M +$3.33K +44 +0%
Janney Montgomery Scott
72
Janney Montgomery Scott
Pennsylvania
$7.62M +$193K +2,550 +3%
Betterment LLC
73
Betterment LLC
New York
$7.56M +$1.03M +13,617 +16%
SEEDPG
74
S.E.E.D. Planning Group
New York
$7.45M -$1.35M -17,826 -15%
GVAG
75
Great Valley Advisor Group
Delaware
$7.21M +$512K +6,761 +8%