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VanEck Morningstar Wide Moat ETF
MOAT

Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$219M +$91.3M +1,833,473 +77%
Morgan Stanley
2
Morgan Stanley
New York
$190M +$11.6M +232,788 +7%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$78M +$40.4M +810,380 +119%
LPL Financial
4
LPL Financial
California
$58.6M +$3.25M +65,213 +6%
RJA
5
Raymond James & Associates
Florida
$54.6M +$14.4M +289,564 +38%
OIA
6
OneDigital Investment Advisors
Kansas
$51.7M +$4.81M +96,681 +11%
JFA
7
JNBA Financial Advisors
Minnesota
$47.2M -$6.24M -125,270 -12%
Wells Fargo
8
Wells Fargo
California
$42M +$5.11M +102,705 +15%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$37.4M +$8.26M +165,821 +30%
UBS Group
10
UBS Group
Switzerland
$36M +$1.51M +30,255 +5%
Ameriprise
11
Ameriprise
Minnesota
$35.5M -$3.2M -64,174 -9%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$22.1M – – –
CWG
13
Cornerstone Wealth Group
North Carolina
$22.1M -$437K -8,778 -2%
RC
14
Randolph Company
Ohio
$20M +$77.6K +1,559 +0.4%
KLI
15
Kelman-Lazarov Inc
Tennessee
$20M -$1.93M -38,786 -9%
BCI
16
Brinker Capital Investments
Pennsylvania
$15.9M +$144K +2,882 +1%
Truist Financial
17
Truist Financial
North Carolina
$15.3M +$974K +19,564 +7%
LS
18
Leelyn Smith
Illinois
$14.8M +$631K +12,668 +5%
Osaic Holdings
19
Osaic Holdings
Arizona
$14.6M +$1.31M +26,248 +10%
TC
20
Trilogy Capital
California
$14.3M -$65.1K -1,308 -0.5%
VCM
21
Verde Capital Management
Michigan
$14.1M -$697K -14,000 -5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$13.8M +$4.82M +96,794 +58%
FSA
23
Financial Services Advisory
Maryland
$13.1M +$12.5M +251,046 New
BAM
24
Beaumont Asset Management
Texas
$12M -$1.75M -35,081 -13%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$11.8M -$2.62M -52,514 -19%
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