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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
$114M -$7.03M -155,531 -6%
UBS Group
2
UBS Group
Switzerland
$63.9M +$5.49M +121,407 +10%
SWA
3
SFMG Wealth Advisors
Texas
$63.2M +$4.65M +102,933 +8%
Bank of America
4
Bank of America
North Carolina
$56M +$29.2M +644,941 +116%
JFA
5
JNBA Financial Advisors
Minnesota
$46.4M +$1.77M +39,068 +4%
LPL Financial
6
LPL Financial
California
$37.6M +$11.5M +255,429 +46%
Ameriprise
7
Ameriprise
Minnesota
$29.1M +$10.4M +229,357 +62%
OIA
8
OneDigital Investment Advisors
Kansas
$28.6M +$565K +12,494 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$23.5M +$781K +17,271 +4%
TI
10
TTP Investments
California
$22.7M +$20.4M +450,380 +1,262%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$22.1M +$10.5M +233,335 +358%
Wells Fargo
12
Wells Fargo
California
$21.4M +$4.14M +91,505 +25%
BCI
13
Brinker Capital Investments
Pennsylvania
$14.1M -$230K -5,090 -2%
KLI
14
Kelman-Lazarov Inc
Tennessee
$13.4M +$779K +17,227 +6%
RJA
15
Raymond James & Associates
Florida
$12M +$4.22M +93,332 +57%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$11.5M +$1.01M +22,363 +10%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$11.4M -$6.01M -132,980 -35%
Goldman Sachs
18
Goldman Sachs
New York
$10.2M +$2.89M +63,909 +41%
AIP
19
Ahrens Investment Partners
Louisiana
$9.82M +$392K +8,665 +4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$8.69M +$1.59M +35,134 +23%
BCM
21
Brookstone Capital Management
Illinois
$8.36M -$63.4K -1,402 -0.8%
FDCDDQ
22
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.31M +$597K +13,205 +9%
DC
23
Davenport & Co
Virginia
$7.03M +$120K +2,646 +2%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$6.28M +$173K +3,838 +3%
CWG
25
Cornerstone Wealth Group
North Carolina
$6.13M +$5.94M +131,386 New
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