We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPT
76
Legacy Private Trust
Wisconsin
$7.17M +$1.59M +20,963 +29%
AIP
77
Ahrens Investment Partners
Louisiana
$6.98M -$434K -5,723 -6%
DP
78
Denver PWM
Colorado
$6.9M -$702K -9,268 -9%
FS
79
Ferguson Shapiro
Georgia
$6.85M +$369K +4,872 +6%
RC
80
Roundview Capital
New Jersey
$6.68M +$663K +8,743 +11%
ACS
81
Archford Capital Strategies
Illinois
$6.57M +$226K +2,986 +4%
Cerity Partners
82
Cerity Partners
New York
$6.48M +$111K +1,465 +2%
SPA
83
Sentinel Pension Advisors
Massachusetts
$6.46M +$327K +4,320 +5%
OC
84
Oppenheimer & Co
New York
$6.43M +$1.09M +14,379 +21%
SPC
85
Sigma Planning Corp
Michigan
$6.25M +$309K +4,079 +5%
ES
86
Eagle Strategies
New York
$6.21M +$6.18M +81,593 New
Baird Financial Group
87
Baird Financial Group
Wisconsin
$6M +$2.25M +29,697 +61%
BRWA
88
B. Riley Wealth Advisors
Florida
$5.59M -$450K -5,935 -7%
KOC
89
Koss-Olinger Consulting
Florida
$5.54M +$3.95M +52,055 +252%
MCM
90
MAI Capital Management
Ohio
$5.39M +$5.37M +70,846 New
KSWA
91
Kathleen S. Wright Associates
Pennsylvania
$5.18M +$5.15M +68,018 New
PWP
92
Pursue Wealth Partners
California
$4.99M +$4.97M +65,605 New
IA
93
IFP Advisors
Florida
$4.82M +$63.7K +840 +1%
IFG
94
Independent Financial Group
California
$4.77M -$25.5K -337 -0.5%
Citigroup
95
Citigroup
New York
$4.74M -$577K -7,617 -11%
SRSA
96
S.R. Schill & Associates
Washington
$4.57M +$11.5K +152 +0.3%
BPA
97
Beacon Pointe Advisors
California
$4.42M -$75.7K -999 -2%
CWM
98
Cornerstone Wealth Management
Missouri
$4.38M -$120K -1,582 -3%
FPGK
99
Financial Partners Group (Kansas)
Kansas
$4.27M +$229K +3,028 +6%
BFA
100
Buttonwood Financial Advisors
Maryland
$4.25M +$4.23M +55,813 New