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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
$175M +$21.4M +403,728 +14%
Bank of America
2
Bank of America
North Carolina
$116M +$11M +208,158 +11%
LPL Financial
3
LPL Financial
California
$75.2M +$29.4M +554,989 +68%
SWA
4
SFMG Wealth Advisors
Texas
$58.3M -$11.7M -221,560 -17%
JFA
5
JNBA Financial Advisors
Minnesota
$57.7M +$581K +10,975 +1%
FIG
6
FundX Investment Group
California
$48.5M +$46.8M +884,851 New
MCM
7
Mainstay Capital Management
Michigan
$47.5M +$45.9M +867,343 New
OIA
8
OneDigital Investment Advisors
Kansas
$42.3M +$556K +10,500 +1%
UBS Group
9
UBS Group
Switzerland
$40.9M +$807K +15,258 +2%
Wells Fargo
10
Wells Fargo
California
$40M +$3.2M +60,413 +9%
Ameriprise
11
Ameriprise
Minnesota
$37.6M +$2.26M +42,766 +7%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$36.7M +$5.14M +97,088 +17%
RJA
13
Raymond James & Associates
Florida
$33.5M +$6.94M +131,138 +27%
TI
14
TTP Investments
California
$31.1M +$4.43M +83,628 +17%
CWG
15
Cornerstone Wealth Group
North Carolina
$23.5M +$6.11M +115,445 +37%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$22.1M – – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$18.7M +$1.89M +35,718 +12%
KLI
18
Kelman-Lazarov Inc
Tennessee
$18.4M +$1.91M +36,049 +12%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$17.8M -$20.7M -392,058 -55%
BCI
20
Brinker Capital Investments
Pennsylvania
$16.4M +$4.02K +76 +0%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$15.5M +$3.28M +61,988 +28%
DAS
22
Dynamic Advisor Solutions
Arizona
$14.8M -$379K -7,160 -3%
TC
23
Trilogy Capital
California
$14.2M +$13.6M +256,390 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$13.1M +$3.79M +71,556 +42%
AIP
25
Ahrens Investment Partners
Louisiana
$12.6M +$726K +13,726 +6%
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