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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$595M -$31.4M -310,351 -5%
Bank of America
2
Bank of America
North Carolina
$550M -$44.6M -441,161 -8%
LPL Financial
3
LPL Financial
California
$543M -$61.1M -604,430 -10%
MFIM
4
Mesirow Financial Investment Management
Illinois
$275M -$2.81M -27,800 -1%
Raymond James Financial
5
Raymond James Financial
Florida
$243M -$35.4M -349,979 -13%
BFA
6
Boulay Financial Advisors
Minnesota
$238M +$6.81M +67,407 +3%
Wells Fargo
7
Wells Fargo
California
$197M -$21.1M -208,372 -10%
Jones Financial Companies
8
Jones Financial Companies
Missouri
$140M -$1.85M -18,323 -1%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$120M -$438K -4,334 -0.4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$117M -$21.6M -213,763 -16%
SFBLI
11
Southern Farm Bureau Life Insurance
Mississippi
$115M
PWA
12
Provenance Wealth Advisors
Florida
$87.8M -$2.19M -21,662 -3%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$87.7M +$970K +9,595 +1%
UBS Group
14
UBS Group
Switzerland
$75.4M -$21.6M -213,522 -23%
VCM
15
Verde Capital Management
Michigan
$71.8M +$3.28M +32,412 +5%
SWA
16
SFMG Wealth Advisors
Texas
$70.8M +$924K +9,144 +1%
Osaic Holdings
17
Osaic Holdings
Arizona
$66.3M -$141K -1,391 -0.2%
UCFA
18
United Capital Financial Advisors
Texas
$64.2M +$573K +5,665 +0.9%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$62M -$6M -59,384 -9%
FFA
20
First Foundation Advisors
California
$61.7M -$15.1M -149,493 -20%
KLI
21
Kelman-Lazarov Inc
Tennessee
$58.5M +$181K +1,795 +0.3%
HighTower Advisors
22
HighTower Advisors
Illinois
$56M -$3.56M -35,175 -6%
LS
23
Leelyn Smith
Illinois
$55M +$1.78M +17,628 +3%
Ameriprise
24
Ameriprise
Minnesota
$55M -$7.49M -74,111 -12%
HG
25
Harbor Group
New Hampshire
$52.1M +$1.65M +16,305 +3%