We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
151
WealthPlan Investment Management
Nebraska
$4.6M -$2.2M -29,168 -34%
CW
152
Connectus Wealth
Ohio
$4.43M -$222K -2,956 -5%
LWM
153
Lionsbridge Wealth Management
Florida
$4.38M +$1.43M +18,997 +53%
WWM
154
Western Wealth Management
Colorado
$4.3M +$457K +6,075 +13%
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$4.25M +$180K +2,398 +5%
AWA
156
Acorn Wealth Advisors
Michigan
$4.2M -$12.7K -169 -0.3%
KDA
157
Kraft Davis & Associates
Missouri
$4.2M +$3.94M +52,341 New
IA
158
Inspire Advisors
Idaho
$4.15M +$3.91M +51,979 New
SPA
159
Sentinel Pension Advisors
Massachusetts
$4.12M -$8.05K -107 -0.2%
CWG
160
Cornerstone Wealth Group
North Carolina
$4.02M -$8.43K -112 -0.2%
MCM
161
Mengis Capital Management
Oregon
$4.01M -$117K -1,556 -3%
IA
162
IAM Advisory
Pennsylvania
$3.85M +$3.63M +48,248 New
SFG
163
Snider Financial Group
Washington
$3.83M -$20.1K -267 -0.6%
BCM
164
BlueCrest Capital Management
Jersey
$3.82M +$2.71M +36,002 +304%
RF
165
Rollins Financial
Georgia
$3.82M -$183K -2,430 -5%
IF
166
IRON Financial
Illinois
$3.77M -$35.5K -471 -1%
BPA
167
Beacon Pointe Advisors
California
$3.74M -$134K -1,780 -4%
PFT
168
Providence First Trust
Arizona
$3.66M +$3.45M +45,845 New
HI
169
Harbour Investments
Wisconsin
$3.65M +$2.91M +38,604 +543%
CSPIA
170
Cary Street Partners Investment Advisory
Virginia
$3.53M +$142K +1,891 +4%
YIA
171
YHB Investment Advisors
Connecticut
$3.43M +$1.9M +25,188 +141%
EFG
172
Ethos Financial Group
Pennsylvania
$3.41M
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$3.37M +$1.05M +13,938 +49%
Lido Advisors
174
Lido Advisors
California
$3.3M +$2.43M +32,295 +355%
IAN
175
Integrated Advisors Network
Texas
$3.28M +$520K +6,903 +20%