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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
U
1
UBS
Switzerland
$44.9M +$2.65M +88,653 +6%
Morgan Stanley
2
Morgan Stanley
New York
$42M +$1.37M +45,909 +3%
MIS
3
Morningstar Investment Services
Illinois
$25.1M +$1.68M +56,264 +7%
JFA
4
JNBA Financial Advisors
Minnesota
$24M +$797K +26,648 +4%
LPL Financial
5
LPL Financial
California
$23.4M +$2.75M +92,093 +14%
Bank of America
6
Bank of America
North Carolina
$15.3M +$799K +26,733 +6%
BCI
7
Brinker Capital Investments
Pennsylvania
$10.6M +$1.8M +60,150 +21%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.41M +$1.48M +49,368 +80%
PMG
9
ProVise Management Group
Florida
$2.96M +$139K +4,650 +5%
AI
10
Atria Investments
North Carolina
$2.92M +$542K +18,121 +24%
CFA
11
Cahill Financial Advisors
Minnesota
$2.4M +$111K +3,705 +5%
Jane Street
12
Jane Street
New York
$2.31M +$258K +8,639 +13%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2M +$115K +3,852 +6%
OC
14
Oppenheimer & Co
New York
$1.95M +$13.7K +459 +0.7%
Ameriprise
15
Ameriprise
Minnesota
$1.95M +$196K +6,549 +11%
AA
16
Ancora Advisors
Ohio
$1.95M +$32.1K +1,075 +2%
AIG
17
American International Group
New York
$1.9M +$69.2K +2,315 +4%
RC
18
Roundview Capital
New Jersey
$1.7M +$1.01M +33,865 +158%
Wells Fargo
19
Wells Fargo
California
$1.35M -$24.4K -817 -2%
RJA
20
Raymond James & Associates
Florida
$1.34M +$15K +502 +1%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.25M +$1.22M +40,744 New
NPC
22
National Planning Corporation
California
$1.21M +$647K +21,657 +123%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.1M +$18.4K +615 +2%
PAG
24
Private Advisor Group
New Jersey
$1.07M +$243K +8,145 +30%
SI
25
Stephens Inc
Arkansas
$1.06M +$40.4K +1,352 +4%
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