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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
U
1
UBS
Switzerland
$49M +$3.16M +101,659 +7%
Morgan Stanley
2
Morgan Stanley
New York
$42.2M -$670K -21,538 -2%
MIS
3
Morningstar Investment Services
Illinois
$31.4M +$5.77M +185,474 +23%
LPL Financial
4
LPL Financial
California
$29.1M +$5.57M +179,118 +23%
PNAA
5
Pictet North America Advisors
Switzerland
$28M +$27.8M +892,735 New
JFA
6
JNBA Financial Advisors
Minnesota
$25.5M +$960K +30,866 +4%
Bank of America
7
Bank of America
North Carolina
$18.1M +$2.51M +80,751 +16%
BCI
8
Brinker Capital Investments
Pennsylvania
$10.8M – – –
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$6.22M +$6.18M +198,702 New
PAG
10
Private Advisor Group
New Jersey
$4.06M +$2.94M +94,522 +269%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.58M +$99.5K +3,198 +3%
PMG
12
ProVise Management Group
Florida
$3.04M +$19.4K +625 +0.6%
AI
13
Atria Investments
North Carolina
$2.94M -$33.3K -1,070 -1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.83M +$2.28M +73,365 +433%
CFA
15
Cahill Financial Advisors
Minnesota
$2.46M +$9.58K +308 +0.4%
OC
16
Oppenheimer & Co
New York
$2.26M +$264K +8,482 +13%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$2.25M +$206K +6,624 +10%
Ameriprise
18
Ameriprise
Minnesota
$2.24M +$271K +8,717 +14%
UCFA
19
United Capital Financial Advisors
Texas
$2.2M +$2.19M +70,294 New
RC
20
Roundview Capital
New Jersey
$1.97M +$235K +7,560 +14%
AA
21
Ancora Advisors
Ohio
$1.97M -$21.1K -679 -1%
AIG
22
American International Group
New York
$1.93M -$10.1K -326 -0.5%
Wells Fargo
23
Wells Fargo
California
$1.76M +$383K +12,305 +28%
SWA
24
SFMG Wealth Advisors
Texas
$1.7M +$1.25M +40,112 +280%
SI
25
Stephens Inc
Arkansas
$1.66M +$575K +18,462 +53%
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