We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RIS
51
Richmond Investment Services
Wisconsin
$29.3M +$12.6M +143,156 +84%
PS
52
Planned Solutions
California
$28.5M +$422K +4,811 +2%
AssetMark Inc
53
AssetMark Inc
California
$27.3M +$19.3M +220,316 +311%
TWM
54
Tanager Wealth Management
United Kingdom
$25.6M -$19.6M -223,269 -45%
VWS
55
Virtus Wealth Solutions
New Jersey
$25.1M -$33.6K -383 -0.1%
BFA
56
Buttonwood Financial Advisors
Maryland
$25.1M -$534K -6,083 -2%
OWP
57
Obermeyer Wealth Partners
Colorado
$25M -$54M -615,158 -70%
FWM
58
Foguth Wealth Management
Michigan
$23.8M -$4.47M -50,999 -17%
SAW
59
Signal Advisors Wealth
Michigan
$23.4M -$3.33M -37,912 -13%
CIA
60
Concurrent Investment Advisors
Florida
$23.2M +$18.4M +210,268 +561%
SF
61
Summit Financial
New Jersey
$23.1M -$1.11M -12,646 -5%
VWA
62
Visionary Wealth Advisors
Illinois
$22.8M -$2.94M -33,517 -12%
KPWS
63
Kestra Private Wealth Services
Texas
$22.8M -$1.22M -13,913 -5%
BAM
64
Beaumont Asset Management
Texas
$21.8M -$1.45M -16,567 -7%
AWM
65
Activest Wealth Management
Florida
$21.6M -$272K -3,103 -1%
Creative Planning
66
Creative Planning
Kansas
$21.6M -$1.38M -15,734 -6%
DAS
67
Dynamic Advisor Solutions
Arizona
$21.3M +$305K +3,474 +2%
PFS
68
Prospera Financial Services
Texas
$20.9M -$49K -559 -0.2%
EFG
69
Ethos Financial Group
Pennsylvania
$20.8M -$1.4M -15,961 -7%
MML Investors Services
70
MML Investors Services
Massachusetts
$20.4M -$3.43M -39,130 -15%
BMM
71
Berkshire Money Management
Massachusetts
$19.9M -$3.7M -42,143 -17%
Bank of New York Mellon
72
Bank of New York Mellon
New York
$19.6M +$89.3K +1,018 +0.5%
SFA
73
Sequoia Financial Advisors
Ohio
$19.5M -$1.48M -16,827 -7%
WAP
74
Wealthcare Advisory Partners
Pennsylvania
$19.2M +$1.29M +14,751 +8%
SPIA
75
Steward Partners Investment Advisory
New York
$18.9M -$8.48M -96,666 -32%