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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
$131M +$14.3M +301,680 +12%
Bank of America
2
Bank of America
North Carolina
$74.5M +$16.6M +351,556 +29%
SWA
3
SFMG Wealth Advisors
Texas
$72.4M +$3.96M +83,599 +6%
OIA
4
OneDigital Investment Advisors
Kansas
$64.2M +$34.3M +723,801 +118%
JFA
5
JNBA Financial Advisors
Minnesota
$49.9M +$2.05M +43,227 +4%
LPL Financial
6
LPL Financial
California
$40.2M +$1.47M +30,982 +4%
UBS Group
7
UBS Group
Switzerland
$36.2M -$29.1M -615,304 -45%
Ameriprise
8
Ameriprise
Minnesota
$29.3M +$561K +11,847 +2%
Wells Fargo
9
Wells Fargo
California
$29M +$6.87M +145,058 +32%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$26.1M +$1.86M +39,211 +8%
TI
11
TTP Investments
California
$23.2M -$110K -2,324 -0.5%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$22.1M – – –
CWG
13
Cornerstone Wealth Group
North Carolina
$15.7M +$9.25M +195,308 +149%
RJA
14
Raymond James & Associates
Florida
$15M +$2.64M +55,761 +22%
BCI
15
Brinker Capital Investments
Pennsylvania
$14.3M -$154K -3,258 -1%
KLI
16
Kelman-Lazarov Inc
Tennessee
$14.2M +$420K +8,878 +3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$13.1M +$1.28M +27,043 +11%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$10.5M -$1.26M -26,594 -11%
AIP
19
Ahrens Investment Partners
Louisiana
$10.4M +$262K +5,527 +3%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$10M +$1.06M +22,352 +12%
Cerity Partners
21
Cerity Partners
New York
$9.96M +$9.81M +207,294 New
DC
22
Davenport & Co
Virginia
$9.09M +$1.82M +38,350 +25%
BCM
23
Brookstone Capital Management
Illinois
$8.73M +$119K +2,521 +1%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$7.79M +$1.3M +27,421 +20%
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.6M +$68.9K +1,456 +0.9%
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