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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
$230M +$538K +9,844 +0.2%
Morgan Stanley
2
Morgan Stanley
New York
$195M -$3.97M -72,556 -2%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$80.5M -$1.02M -18,711 -1%
OIA
4
OneDigital Investment Advisors
Kansas
$58.9M +$4.91M +89,919 +9%
RJA
5
Raymond James & Associates
Florida
$55.9M -$1.1M -20,192 -2%
LPL Financial
6
LPL Financial
California
$53.7M -$7.52M -137,553 -12%
JFA
7
JNBA Financial Advisors
Minnesota
$48.9M -$443K -8,098 -0.9%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$42M +$2.85M +52,094 +7%
Wells Fargo
9
Wells Fargo
California
$41.3M -$2.56M -46,864 -6%
UBS Group
10
UBS Group
Switzerland
$40.9M +$3.23M +59,153 +9%
Ameriprise
11
Ameriprise
Minnesota
$36.4M -$1.58M -28,924 -4%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$22.1M – – –
CWG
13
Cornerstone Wealth Group
North Carolina
$22M -$1.03M -18,818 -4%
KLI
14
Kelman-Lazarov Inc
Tennessee
$20.4M -$512K -9,372 -2%
WP
15
WealthPLAN Partners
Nebraska
$18.5M +$17.5M +320,171 New
Osaic Holdings
16
Osaic Holdings
Arizona
$17.7M +$2.5M +45,717 +16%
Truist Financial
17
Truist Financial
North Carolina
$16.6M +$555K +10,162 +3%
LS
18
Leelyn Smith
Illinois
$16.3M +$841K +15,384 +5%
PS
19
Planned Solutions
California
$16.1M +$16.1M +295,327 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$15.5M +$1.05M +19,220 +7%
BCI
21
Brinker Capital Investments
Pennsylvania
$15.4M -$1.2M -22,003 -7%
VCM
22
Verde Capital Management
Michigan
$15.1M +$322K +5,884 +2%
BAM
23
Beaumont Asset Management
Texas
$12.4M -$102K -1,862 -0.8%
AFG
24
Affinia Financial Group
Massachusetts
$10.7M +$544K +9,954 +5%
MML Investors Services
25
MML Investors Services
Massachusetts
$10.7M +$784K +14,353 +8%
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