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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
$75.2M +$1.38M +33,541 +2%
TI
2
TTP Investments
California
$50M +$48.6M +1,177,051 New
SWA
3
SFMG Wealth Advisors
Texas
$48.7M +$47.4M +1,147,661 New
UBS Group
4
UBS Group
Switzerland
$48.3M -$2.73M -66,034 -5%
JFA
5
JNBA Financial Advisors
Minnesota
$42M +$860K +20,830 +2%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$25.5M -$215K -5,219 -0.9%
OIA
7
OneDigital Investment Advisors
Kansas
$19.1M +$761K +18,429 +4%
LPL Financial
8
LPL Financial
California
$18.1M +$3.31M +80,180 +23%
Bank of America
9
Bank of America
North Carolina
$17.9M +$2.5M +60,608 +17%
BCI
10
Brinker Capital Investments
Pennsylvania
$12.8M +$61K +1,478 +0.5%
KLI
11
Kelman-Lazarov Inc
Tennessee
$10.7M +$329K +7,978 +3%
AIP
12
Ahrens Investment Partners
Louisiana
$8.95M +$153K +3,703 +2%
LFAS
13
Level Four Advisory Services
Texas
$7.93M +$303K +7,334 +4%
Wells Fargo
14
Wells Fargo
California
$7.61M -$1.62M -39,292 -18%
PS
15
Portfolio Strategies
New York
$7.26M +$7.06M +171,067 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.06M -$2.63M -63,661 -31%
RJA
17
Raymond James & Associates
Florida
$6.03M -$49.9K -1,210 -0.8%
BCM
18
Brookstone Capital Management
Illinois
$5.5M +$1.58M +38,244 +42%
DP
19
Denver PWM
Colorado
$4.62M +$104K +2,530 +2%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$4.32M +$1.59M +38,633 +61%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$4.22M +$795K +19,262 +24%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.76M -$572K -13,861 -14%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$3.71M +$411K +9,952 +13%
Ameriprise
24
Ameriprise
Minnesota
$3.46M -$95.1K -2,305 -3%
Stifel Financial
25
Stifel Financial
Missouri
$3.4M +$96.6K +2,339 +3%
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