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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
$107M +$33.4M +750,978 +41%
SWA
2
SFMG Wealth Advisors
Texas
$51.5M +$372K +8,357 +0.7%
UBS Group
3
UBS Group
Switzerland
$51.4M +$3.97M +89,373 +8%
JFA
4
JNBA Financial Advisors
Minnesota
$39.4M +$42.5M +955,913 New
OIA
5
OneDigital Investment Advisors
Kansas
$24.7M +$26.7M +600,701 New
Bank of America
6
Bank of America
North Carolina
$22.9M +$4.59M +103,251 +23%
LPL Financial
7
LPL Financial
California
$22.7M +$948K +21,316 +4%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$20.1M -$2.07M -46,505 -9%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$15.5M +$14.7M +330,195 +698%
Ameriprise
10
Ameriprise
Minnesota
$15.2M +$10.8M +243,851 +195%
Wells Fargo
11
Wells Fargo
California
$15.1M +$9.5M +213,754 +140%
BCI
12
Brinker Capital Investments
Pennsylvania
$12.6M +$12.6M +282,870 +1,204%
KLI
13
Kelman-Lazarov Inc
Tennessee
$11.1M +$422K +9,500 +4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$9.23M +$1.18M +26,612 +13%
AIP
15
Ahrens Investment Partners
Louisiana
$8.31M +$387K +8,709 +5%
BCM
16
Brookstone Capital Management
Illinois
$7.44M +$694K +15,613 +9%
RJA
17
Raymond James & Associates
Florida
$6.71M +$2.31M +51,995 +47%
Goldman Sachs
18
Goldman Sachs
New York
$6.41M +$6.92M +155,740 New
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.23M +$2.31M +52,054 +52%
DC
20
Davenport & Co
Virginia
$6.1M +$4.75M +106,867 +259%
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.91M +$6.63K +149 +0.1%
GI
22
Glovista Investments
New Jersey
$5.83M +$6.3M +141,689 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$5.39M -$686K -15,417 -11%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.09M +$2.29M +51,422 +71%
DP
25
Denver PWM
Colorado
$5.08M +$55.2K +1,241 +1%
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