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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
$140M +$2.79M +56,984 +2%
Bank of America
2
Bank of America
North Carolina
$95.4M +$17.2M +351,204 +23%
SWA
3
SFMG Wealth Advisors
Texas
$64.5M -$7.49M -152,845 -11%
JFA
4
JNBA Financial Advisors
Minnesota
$52.3M +$224K +4,571 +0.4%
LPL Financial
5
LPL Financial
California
$41M -$911K -18,590 -2%
OIA
6
OneDigital Investment Advisors
Kansas
$38.2M -$28.2M -575,966 -43%
UBS Group
7
UBS Group
Switzerland
$36.6M -$1.17M -23,854 -3%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$35.9M +$24.5M +498,850 +229%
Wells Fargo
9
Wells Fargo
California
$33.6M +$3.23M +65,941 +11%
Ameriprise
10
Ameriprise
Minnesota
$32.2M +$1.6M +32,614 +5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$28.7M +$1.41M +28,687 +5%
TI
12
TTP Investments
California
$24.3M +$49.9K +1,018 +0.2%
RJA
13
Raymond James & Associates
Florida
$24.1M +$8.26M +168,555 +54%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$22.1M – – –
CWG
15
Cornerstone Wealth Group
North Carolina
$15.7M -$626K -12,779 -4%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$15.3M +$1.57M +32,060 +12%
KLI
17
Kelman-Lazarov Inc
Tennessee
$15M +$180K +3,672 +1%
BCI
18
Brinker Capital Investments
Pennsylvania
$15M +$51.5K +1,050 +0.4%
DAS
19
Dynamic Advisor Solutions
Arizona
$13.9M +$7.04M +143,648 +107%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$11M +$559K +11,410 +5%
AIP
21
Ahrens Investment Partners
Louisiana
$10.8M +$1.32K +27 +0%
CFG
22
CMC Financial Group
Georgia
$10.5M +$10.3M +210,150 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$8.89M +$3.09M +63,128 +55%
DC
24
Davenport & Co
Virginia
$8.87M -$216K -4,407 -2%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$8.45M +$313K +6,387 +4%
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