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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.1M -$2.53M -91,223 -7%
U
2
UBS
Switzerland
$34.6M +$32.6M +1,174,781 +4,967%
MIS
3
Morningstar Investment Services
Illinois
$20.3M +$1.13M +40,814 +6%
JFA
4
JNBA Financial Advisors
Minnesota
$19.7M +$6.31M +227,164 +50%
LPL Financial
5
LPL Financial
California
$18.3M +$1.97M +70,963 +13%
Bank of America
6
Bank of America
North Carolina
$8.96M +$2.12M +76,365 +33%
BCI
7
Brinker Capital Investments
Pennsylvania
$7.45M +$439K +15,800 +7%
PMG
8
ProVise Management Group
Florida
$2.52M +$217K +7,821 +10%
CFA
9
Cahill Financial Advisors
Minnesota
$2.11M +$2.03M +73,186 New
OC
10
Oppenheimer & Co
New York
$1.85M +$42.1K +1,515 +2%
AA
11
Ancora Advisors
Ohio
$1.7M +$69.3K +2,495 +4%
AI
12
Atria Investments
North Carolina
$1.54M +$143K +5,159 +11%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$1.51M +$443K +15,947 +44%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.47M +$83.6K +3,009 +6%
Ameriprise
15
Ameriprise
Minnesota
$1.39M +$425K +15,293 +45%
RJA
16
Raymond James & Associates
Florida
$1.2M +$1.15M +41,494 New
SI
17
Stephens Inc
Arkansas
$959K +$9.19K +331 +1%
BCM
18
Brookstone Capital Management
Illinois
$763K +$734K +26,447 New
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$725K +$27.4K +986 +4%
MCC
20
Mid Continent Capital
Illinois
$725K +$66K +2,375 +10%
WA
21
WFG Advisors
Texas
$592K +$571K +20,544 New
SWM
22
SVA Wealth Management
Wisconsin
$556K +$536K +19,294 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$500K +$482K +17,350 New
Goldman Sachs
24
Goldman Sachs
New York
$454K – – –
Wells Fargo
25
Wells Fargo
California
$436K +$369K +13,294 +719%
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