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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PS
26
Planned Solutions
California
$21.2M +$125K +1,713 +0.6%
FMN
27
Financial Management Network
California
$20.2M +$717K +9,848 +4%
PP
28
Prudential plc
United Kingdom
$20.1M +$17.2M +236,900 +680%
BCI
29
Brinker Capital Investments
Pennsylvania
$19.7M -$397K -5,456 -2%
AFG
30
Affinia Financial Group
Massachusetts
$19.7M +$259K +3,556 +1%
BAM
31
Beaumont Asset Management
Texas
$17.9M +$378K +5,196 +2%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$17.1M +$3.12M +42,831 +23%
CAN
33
Cetera Advisor Networks
California
$16.2M +$978K +13,429 +7%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$14.9M +$1.34M +18,443 +10%
CI
35
Ceera Investments
Texas
$14.2M +$935K +12,842 +7%
MML Investors Services
36
MML Investors Services
Massachusetts
$14M -$602K -8,268 -4%
CFA
37
Cahill Financial Advisors
Minnesota
$13.9M +$955K +13,115 +8%
MAFM
38
Mid Atlantic Financial Management
Pennsylvania
$13.7M +$1.35M +18,487 +11%
DC
39
Davenport & Co
Virginia
$13.6M +$207K +2,845 +2%
CCM
40
Covington Capital Management
California
$13.6M +$252K +3,456 +2%
FFA
41
First Foundation Advisors
California
$13.5M +$9.64M +132,353 +265%
DAS
42
Dynamic Advisor Solutions
Arizona
$13.1M +$1.09M +15,003 +9%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$12.9M +$9.32M +128,026 +278%
Barclays
44
Barclays
United Kingdom
$12.2M +$8.17M +112,195 +216%
AF
45
Apexium Financial
Texas
$11.5M +$2.74M +37,619 +32%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$11.3M +$470K +6,450 +4%
Citigroup
47
Citigroup
New York
$11M +$2.21M +30,404 +26%
ECA
48
Elevation Capital Advisory
Oregon
$10.9M +$10.7M +146,684 New
PWM
49
Provident Wealth Management
Tennessee
$10.5M +$1.43M +19,606 +16%
UFA
50
US Financial Advisors
Massachusetts
$10.5M -$3.72M -51,059 -27%