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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
$44.1M -$3.69M -118,022 -8%
Morgan Stanley
2
Morgan Stanley
New York
$41.9M +$969K +31,018 +2%
MIS
3
Morningstar Investment Services
Illinois
$41M -$1.37M -43,679 -3%
SWA
4
SFMG Wealth Advisors
Texas
$32.2M -$58M -1,856,007 -64%
LPL Financial
5
LPL Financial
California
$31.6M -$2.42M -77,419 -7%
JFA
6
JNBA Financial Advisors
Minnesota
$27.9M +$536K +17,146 +2%
PNAA
7
Pictet North America Advisors
Switzerland
$17.8M -$10.7M -342,874 -37%
BCI
8
Brinker Capital Investments
Pennsylvania
$11M -$359K -11,500 -3%
Bank of America
9
Bank of America
North Carolina
$9.72M -$1.51M -48,426 -13%
Wells Fargo
10
Wells Fargo
California
$6.04M -$423K -13,549 -6%
NPC
11
National Planning Corporation
California
$4.95M +$661K +21,158 +15%
Ameriprise
12
Ameriprise
Minnesota
$2.98M +$851K +27,220 +39%
PAG
13
Private Advisor Group
New Jersey
$2.88M -$1.32M -42,119 -31%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.58M +$52.4K +1,676 +2%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$2.47M +$33K +1,057 +1%
OC
16
Oppenheimer & Co
New York
$2.46M +$95.1K +3,042 +4%
CFA
17
Cahill Financial Advisors
Minnesota
$2.42M -$127K -4,079 -5%
PMG
18
ProVise Management Group
Florida
$2.4M -$226K -7,220 -8%
SI
19
Stephens Inc
Arkansas
$2.34M +$135K +4,311 +6%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.16M -$1.23M -39,478 -36%
RJA
21
Raymond James & Associates
Florida
$1.83M +$84.1K +2,692 +5%
SPC
22
Sigma Planning Corp
Michigan
$1.62M -$213K -6,803 -11%
RC
23
Roundview Capital
New Jersey
$1.52M -$42.2K -1,350 -3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.35M +$217K +6,936 +19%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.16M -$537K -17,177 -31%
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