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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
$76.5M +$3.21M +74,047 +4%
TI
2
TTP Investments
California
$49.1M +$340K +7,822 +0.7%
SWA
3
SFMG Wealth Advisors
Texas
$48.4M +$856K +19,727 +2%
UBS Group
4
UBS Group
Switzerland
$46.9M -$325K -7,485 -0.7%
JFA
5
JNBA Financial Advisors
Minnesota
$41.9M +$946K +21,801 +2%
LPL Financial
6
LPL Financial
California
$24.1M +$6.78M +156,294 +37%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$23.5M -$1.47M -33,759 -6%
OIA
8
OneDigital Investment Advisors
Kansas
$22M +$3.55M +81,789 +18%
Bank of America
9
Bank of America
North Carolina
$15.2M -$2.44M -56,108 -13%
BCI
10
Brinker Capital Investments
Pennsylvania
$12.5M -$63K -1,452 -0.5%
KLI
11
Kelman-Lazarov Inc
Tennessee
$10.5M +$23.8K +548 +0.2%
AIP
12
Ahrens Investment Partners
Louisiana
$8.32M -$436K -10,051 -5%
PS
13
Portfolio Strategies
New York
$7.55M +$483K +11,118 +6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.12M +$207K +4,776 +3%
BCM
15
Brookstone Capital Management
Illinois
$6.08M +$735K +16,926 +13%
Wells Fargo
16
Wells Fargo
California
$5.96M -$1.54M -35,419 -20%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.81M +$2.23M +51,315 +58%
LTFS
18
Ladenburg Thalmann Financial Services
Florida
$5.69M +$1.53M +35,310 +35%
RJA
19
Raymond James & Associates
Florida
$5.67M -$233K -5,376 -4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$5.24M +$1.17M +26,874 +27%
DP
21
Denver PWM
Colorado
$4.82M +$252K +5,805 +5%
Jane Street
22
Jane Street
New York
$3.53M +$3.3M +75,934 +828%
Mirae Asset Global Investments
23
Mirae Asset Global Investments
South Korea
$3.47M +$512K +11,800 +16%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$3.46M -$182K -4,195 -5%
Stifel Financial
25
Stifel Financial
Missouri
$3.33M +$608 +14 +0%
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