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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
$70.1M +$3.52M +88,944 +5%
UBS Group
2
UBS Group
Switzerland
$48.6M -$8.52M -215,373 -15%
JFA
3
JNBA Financial Advisors
Minnesota
$39.1M +$4.04M +102,045 +12%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$24.5M +$329K +8,329 +1%
OIA
5
OneDigital Investment Advisors
Kansas
$17.4M +$245K +6,189 +1%
Bank of America
6
Bank of America
North Carolina
$14.6M +$701K +17,711 +5%
LPL Financial
7
LPL Financial
California
$13.9M -$151K -3,823 -1%
BCI
8
Brinker Capital Investments
Pennsylvania
$12.1M +$56.4K +1,426 +0.5%
KLI
9
Kelman-Lazarov Inc
Tennessee
$9.87M +$752K +19,001 +8%
Wells Fargo
10
Wells Fargo
California
$8.81M -$510K -12,888 -6%
AIP
11
Ahrens Investment Partners
Louisiana
$8.35M +$417K +10,545 +5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.32M +$5.69M +143,864 +230%
LFAS
13
Level Four Advisory Services
Texas
$7.24M +$2.91M +73,585 +70%
RJA
14
Raymond James & Associates
Florida
$5.78M +$103K +2,591 +2%
DP
15
Denver PWM
Colorado
$4.24M +$4.14M +104,643 New
FDCDDQ
16
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.14M +$256K +6,480 +7%
NPC
17
National Planning Corporation
California
$3.96M -$1.52M -38,378 -28%
BCM
18
Brookstone Capital Management
Illinois
$3.68M +$415K +10,484 +13%
Ameriprise
19
Ameriprise
Minnesota
$3.38M +$202K +5,105 +6%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.23M +$179K +4,526 +6%
Stifel Financial
21
Stifel Financial
Missouri
$3.14M -$56.2K -1,420 -2%
Carson Wealth (CWM LLC)
22
Carson Wealth (CWM LLC)
Nebraska
$3.13M +$1.34M +33,877 +78%
CFA
23
Cahill Financial Advisors
Minnesota
$2.8M +$228K +5,768 +9%
SPC
24
Sigma Planning Corp
Michigan
$2.65M +$322K +8,146 +14%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$2.55M -$736K -18,595 -23%
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