We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$21.7M +$7.87M +81,702 +54%
DC
77
Davenport & Co
Virginia
$21.5M +$858K +8,909 +4%
FWM
78
Foguth Wealth Management
Michigan
$21.5M +$6.54M +67,916 +43%
KPWS
79
Kestra Private Wealth Services
Texas
$21.5M +$1.65M +17,116 +8%
DCM
80
Davidson Capital Management
Texas
$21.4M -$147K -1,522 -0.7%
SFA
81
Sequoia Financial Advisors
Ohio
$21.4M -$13.6M -141,631 -38%
PFS
82
Prospera Financial Services
Texas
$21.1M -$287K -2,978 -1%
AA
83
Apriem Advisors
California
$21M +$2.86M +29,650 +15%
TC
84
TAP Consulting
Missouri
$20.6M -$675K -7,011 -3%
AWS
85
Aspen Wealth Strategies
Colorado
$20.3M -$638K -6,621 -3%
Citigroup
86
Citigroup
New York
$19.9M +$1.06M +11,039 +5%
ES
87
Eagle Strategies
New York
$19.3M +$1.59M +16,489 +9%
SPC
88
Sigma Planning Corp
Michigan
$18.7M +$276K +2,866 +1%
FFG
89
Fiduciary Financial Group
California
$18.5M +$663K +6,878 +4%
SAW
90
Signal Advisors Wealth
Michigan
$18.5M +$4.29M +44,570 +29%
MCM
91
MAI Capital Management
Ohio
$18.5M -$4.62K -48 -0%
HTIM
92
Harbour Trust & Investment Management
Indiana
$17.5M +$162K +1,681 +0.9%
Mariner
93
Mariner
Kansas
$17M +$1.23M +12,743 +7%
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$17M -$988K -10,260 -5%
DC
95
Darrow Company
Massachusetts
$16.7M -$5.49K -57 -0%
IA
96
IFP Advisors
Florida
$16.5M +$1.44M +14,954 +9%
NEPWA
97
New England Private Wealth Advisors
Massachusetts
$16.5M -$4.71M -48,851 -22%
SEEDPG
98
S.E.E.D. Planning Group
New York
$15.9M +$2.27M +23,544 +16%
PJWM
99
Philip James Wealth Mangement
Georgia
$15.5M +$362K +3,761 +2%
JSW
100
Journey Strategic Wealth
New Jersey
$15.3M +$2.05M +21,303 +15%