We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
151
HHM Wealth Advisors
Tennessee
$1.97M +$303 +4 +0%
9WM
152
9258 Wealth Management
Ohio
$1.96M +$614K +8,103 +46%
CSI
153
Cross Staff Investments
New York
$1.83M +$1.83M +24,084 New
USCWA
154
U.S. Capital Wealth Advisors
Texas
$1.78M +$79.1K +1,044 +5%
PFGIA
155
Patriot Financial Group Insurance Agency
Massachusetts
$1.77M -$27.3K -360 -2%
SWM
156
Spire Wealth Management
Virginia
$1.73M +$1.05M +13,873 +156%
William Blair & Company
157
William Blair & Company
Illinois
$1.73M +$99.5K +1,313 +6%
BFO
158
Boston Family Office
Massachusetts
$1.72M -$277K -3,652 -14%
RGC
159
Roberts, Glore & Co
Illinois
$1.7M +$185K +2,435 +12%
LNC
160
Lincoln National Corp
Pennsylvania
$1.7M -$107K -1,406 -6%
HF
161
HRT Financial
New York
$1.69M +$1.69M +22,261 New
ATC
162
Argent Trust Co
Tennessee
$1.69M +$186K +2,450 +12%
CPC
163
Cookson Peirce & Co
Pennsylvania
$1.69M +$166K +2,195 +11%
MIAN
164
Mariner Independent Advisor Network
Kansas
$1.69M +$503K +6,634 +43%
BWM
165
BCS Wealth Management
Tennessee
$1.66M +$104K +1,373 +7%
WWM
166
Western Wealth Management
Colorado
$1.63M +$1.62M +21,368 New
CWM
167
Collaborative Wealth Management
Florida
$1.61M +$1.6M +21,171 New
CPIA
168
Cornell Pochily Investment Advisors
New York
$1.59M +$288K +3,799 +22%
GLA
169
Good Life Advisors
Pennsylvania
$1.52M +$126K +1,665 +9%
KWM
170
Kingsview Wealth Management
Oregon
$1.46M +$30.7K +405 +2%
PMG
171
ProVise Management Group
Florida
$1.43M -$24.9K -329 -2%
NA
172
NewEdge Advisors
Louisiana
$1.43M +$1.42M +18,791 New
Northern Trust
173
Northern Trust
Illinois
$1.43M +$78.7K +1,038 +6%
WPWM
174
Western Pacific Wealth Management
Illinois
$1.4M +$1.4M +18,439 New
RFN
175
RDA Financial Network
Iowa
$1.38M +$45.2K +596 +3%