We are live on ! Find out more
MOAT icon

VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
176
BlueCrest Capital Management
Jersey
$511K +$486K +7,373 New
AIP
177
Almanack Investment Partners
Pennsylvania
$481K -$425K -6,449 -48%
Lido Advisors
178
Lido Advisors
California
$481K +$65.9K +1,000 +17%
SFSIG
179
San Francisco Sentry Investment Group
California
$471K +$3.62K +55 +0.8%
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$464K – – –
KWM
181
Keebeck Wealth Management
Illinois
$463K +$441K +6,690 New
GAG
182
GM Advisory Group
New York
$447K -$76.8K -1,165 -15%
RCAG
183
Rehmann Capital Advisory Group
Michigan
$446K +$140K +2,117 +47%
BJL
184
Brighton Jones LLC
Washington
$439K – – –
VDBMI
185
Van Den Berg Management I
Texas
$411K +$34.2K +519 +10%
GRP
186
Global Retirement Partners
California
$386K +$119K +1,800 +48%
CIBC World Market
187
CIBC World Market
Ontario, Canada
$375K +$98.8K +1,500 +38%
SL
188
SWMG LLC
Texas
$362K -$8.44K -128 -2%
VCM
189
Vigilant Capital Management
Maine
$361K +$344K +5,217 New
SC
190
Soundwatch Capital
Connecticut
$351K -$189K -2,869 -36%
GC
191
Gilbert & Cook
Iowa
$349K -$12.9K -196 -4%
RJT
192
Raymond James Trust
Florida
$336K -$12.8K -194 -4%
WF
193
Welch & Forbes
Massachusetts
$335K +$10.9K +166 +4%
PIA
194
Perennial Investment Advisors
California
$329K – – –
AA
195
Ancora Advisors
Ohio
$326K – – –
HI
196
Harbour Investments
Wisconsin
$313K +$298K +4,520 New
SIC
197
Samalin Investment Counsel
New York
$295K +$281K +4,265 New
IWC
198
Integrated Wealth Concepts
Massachusetts
$292K -$109K -1,658 -28%
PA
199
PSI Advisors
Florida
$292K +$22.4K +340 +9%
IAN
200
Integrated Advisors Network
Texas
$279K +$265K +4,022 New