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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
$149M +$11M +213,593 +7%
Bank of America
2
Bank of America
North Carolina
$104M +$13.2M +255,815 +12%
LPL Financial
3
LPL Financial
California
$46.2M -$16.3M -316,146 -23%
JFA
4
JNBA Financial Advisors
Minnesota
$45M -$1.23M -24,004 -2%
OIA
5
OneDigital Investment Advisors
Kansas
$39.1M +$6.25M +121,563 +16%
RJA
6
Raymond James & Associates
Florida
$33M +$7.39M +143,685 +23%
Ameriprise
7
Ameriprise
Minnesota
$32.4M +$3M +58,296 +9%
Wells Fargo
8
Wells Fargo
California
$30.6M -$1.49M -28,989 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$29.8M +$631K +12,270 +2%
SWA
10
SFMG Wealth Advisors
Texas
$28.9M -$20.7M -403,033 -38%
UBS Group
11
UBS Group
Switzerland
$28.9M -$4.43M -86,232 -12%
FIG
12
FundX Investment Group
California
$26.4M -$14.4M -280,504 -32%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$24.1M +$10.8M +209,145 +61%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$22.1M – – –
CWG
15
Cornerstone Wealth Group
North Carolina
$18.9M +$82.2K +1,599 +0.4%
KLI
16
Kelman-Lazarov Inc
Tennessee
$18.4M +$4.42M +85,897 +26%
RC
17
Randolph Company
Ohio
$16.7M +$19.6M +381,003 New
BCI
18
Brinker Capital Investments
Pennsylvania
$13.2M +$111K +2,150 +0.7%
TC
19
Trilogy Capital
California
$13.1M +$604K +11,752 +5%
VCM
20
Verde Capital Management
Michigan
$12.4M +$3.62M +70,343 +33%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$12.2M -$223K -4,339 -2%
Truist Financial
22
Truist Financial
North Carolina
$12M +$9.88M +192,116 +235%
LS
23
Leelyn Smith
Illinois
$11.8M +$1.63M +31,749 +13%
BAM
24
Beaumont Asset Management
Texas
$11.6M +$2.42M +47,121 +22%
Osaic Holdings
25
Osaic Holdings
Arizona
$11.1M +$13M +252,657 New
1
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