We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
151
Brighton Jones LLC
Washington
$358K +$25K +502 +8%
SFSIG
152
San Francisco Sentry Investment Group
California
$326K +$70.5K +1,415 +29%
Rockefeller Capital Management
153
Rockefeller Capital Management
New York
$319K +$304K +6,100 New
IWC
154
Integrated Wealth Concepts
Massachusetts
$316K -$10.9K -219 -3%
AWA
155
Arete Wealth Advisors
Illinois
$315K +$300K +6,027 New
CIBC World Market
156
CIBC World Market
Ontario, Canada
$306K -$168K -3,366 -36%
AGA
157
Accuvest Global Advisors
Utah
$302K
BUB
158
BBVA USA Bancshares
Texas
$297K -$73.3K -1,471 -21%
SS
159
Simplicity Solutions
Minnesota
$287K +$274K +5,501 New
GRP
160
Global Retirement Partners
California
$282K
FWM
161
Fairhaven Wealth Management
Illinois
$265K +$3.83K +77 +2%
NAS
162
Nicolet Advisory Services
Wisconsin
$265K +$252K +5,069 New
UCFA
163
United Capital Financial Advisors
Texas
$264K -$65.6K -1,318 -21%
DL
164
DOHJ LLC
Washington
$259K -$84.9K -1,705 -26%
PIA
165
Perennial Investment Advisors
California
$248K +$6.22K +125 +3%
AA
166
Ancora Advisors
Ohio
$246K
WF
167
Welch & Forbes
Massachusetts
$244K
BRWA
168
B. Riley Wealth Advisors
Florida
$242K -$34.2K -686 -13%
SBIA
169
Sheaff Brock Investment Advisors
Indiana
$228K +$218K +4,370 New
BCM
170
Beck Capital Management
Texas
$218K +$208K +4,178 New
SS
171
Sunbelt Securities
Texas
$216K -$76.7K -1,540 -27%
RJT
172
Raymond James Trust
Florida
$212K +$202K +4,063 New
PWM
173
Perigon Wealth Management
California
$210K +$200K +4,024 New
MAS
174
Madden Advisory Services
Florida
$205K -$38.6K -776 -16%
WCG
175
Weaver Consulting Group
California
$204K -$37.1K -746 -16%