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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$55.4M +$55.8M +1,782,447 New
Morgan Stanley
2
Morgan Stanley
New York
$43.4M +$1.5M +47,866 +4%
MIS
3
Morningstar Investment Services
Illinois
$32.7M +$1.45M +46,288 +5%
LPL Financial
4
LPL Financial
California
$30.7M +$1.43M +45,802 +5%
PNAA
5
Pictet North America Advisors
Switzerland
$27.9M +$130K +4,156 +0.5%
JFA
6
JNBA Financial Advisors
Minnesota
$26.9M +$1.56M +49,771 +6%
Bank of America
7
Bank of America
North Carolina
$18.9M +$953K +30,452 +5%
BCI
8
Brinker Capital Investments
Pennsylvania
$12.1M +$1.38M +44,000 +13%
Wells Fargo
9
Wells Fargo
California
$9.21M +$7.52M +240,068 +427%
SWA
10
SFMG Wealth Advisors
Texas
$6.28M +$4.62M +147,486 +271%
PAG
11
Private Advisor Group
New Jersey
$5.09M +$1.07M +34,224 +26%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$3.59M +$38.5K +1,229 +1%
PMG
13
ProVise Management Group
Florida
$2.98M -$39.5K -1,263 -1%
CFA
14
Cahill Financial Advisors
Minnesota
$2.63M +$193K +6,161 +8%
NPC
15
National Planning Corporation
California
$2.63M +$1.11M +35,595 +68%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$2.5M +$264K +8,443 +12%
OC
17
Oppenheimer & Co
New York
$2.42M +$175K +5,595 +8%
Ameriprise
18
Ameriprise
Minnesota
$2.17M -$63.2K -2,020 -3%
SI
19
Stephens Inc
Arkansas
$2.14M +$491K +15,693 +30%
AIG
20
American International Group
New York
$1.97M +$58.4K +1,865 +3%
RC
21
Roundview Capital
New Jersey
$1.96M +$2.66K +85 +0.1%
AA
22
Ancora Advisors
Ohio
$1.9M -$51.6K -1,647 -3%
SPC
23
Sigma Planning Corp
Michigan
$1.86M +$1.88M +59,910 New
RJA
24
Raymond James & Associates
Florida
$1.74M +$359K +11,472 +26%
MCC
25
Mid Continent Capital
Illinois
$1.26M +$133K +4,250 +12%
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