We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
101
Triumph Capital Management
Colorado
$4.2M +$301K +3,974 +8%
IF
102
IRON Financial
Illinois
$4.2M +$131K +1,730 +3%
AC
103
Anson Capital
Georgia
$4.16M +$4.3M +56,777 New
IWM
104
IHT Wealth Management
Illinois
$4.09M -$295K -3,888 -7%
TP
105
Tranquility Partners
Tennessee
$4M +$108K +1,423 +3%
CWG
106
Cornerstone Wealth Group
North Carolina
$3.96M +$199K +2,624 +5%
CSPIA
107
Cary Street Partners Investment Advisory
Virginia
$3.93M +$681K +8,986 +21%
AWA
108
Acorn Wealth Advisors
Michigan
$3.68M +$115K +1,512 +3%
BCM
109
BlueCrest Capital Management
Jersey
$3.68M +$3.66M +48,331 New
LWP
110
Laurel Wealth Planning
Minnesota
$3.64M +$746K +9,847 +26%
FFWM
111
Future Financial Wealth Management
Ohio
$3.63M +$391K +5,155 +12%
CAN
112
Cetera Advisor Networks
California
$3.58M -$13.8M -182,038 -79%
CAL
113
Capital Analysts LLC
Pennsylvania
$3.46M +$782K +10,314 +29%
Creative Planning
114
Creative Planning
Kansas
$3.43M -$601K -7,926 -15%
MCM
115
Mengis Capital Management
Oregon
$3.4M -$151K -1,996 -4%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$3.36M +$760K +10,033 +29%
KAS
117
Kestra Advisory Services
Texas
$3.29M -$3.88M -51,225 -54%
SAM
118
Summit Asset Management
Tennessee
$3.27M -$8.87K -117 -0.3%
GIA
119
Gladstone Institutional Advisory
Florida
$3.18M +$40.9K +540 +1%
CAG
120
Csenge Advisory Group
Florida
$3.15M +$295K +3,896 +10%
WA1
121
Wimmer Associates 1
California
$3.12M +$448K +5,908 +17%
AAS
122
Avantax Advisory Services
Texas
$3.07M -$510K -6,735 -14%
APA
123
American Portfolios Advisors
New York
$3.06M +$186K +2,453 +7%
US Bancorp
124
US Bancorp
Minnesota
$3.01M -$184K -2,425 -6%
FAIM
125
Financial Advocates Investment Management
Washington
$2.95M -$1.31M -17,316 -31%