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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
$322M +$17.4M +264,744 +6%
Morgan Stanley
2
Morgan Stanley
New York
$279M +$22.7M +344,660 +9%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$123M +$9.75M +148,027 +9%
LPL Financial
4
LPL Financial
California
$117M +$44.8M +680,575 +68%
OIA
5
OneDigital Investment Advisors
Kansas
$106M +$7.36M +111,736 +8%
RJA
6
Raymond James & Associates
Florida
$85.7M +$10.5M +159,847 +15%
Wells Fargo
7
Wells Fargo
California
$77M +$14M +213,087 +24%
JFA
8
JNBA Financial Advisors
Minnesota
$62.5M +$298K +4,518 +0.5%
Ameriprise
9
Ameriprise
Minnesota
$60.4M -$2.37M -35,912 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$58M +$2.25M +34,098 +4%
AWM
11
AE Wealth Management
Kansas
$57.4M +$52.5M +796,900 +2,566%
UBS Group
12
UBS Group
Switzerland
$50.8M +$814K +12,359 +2%
WP
13
WealthPLAN Partners
Nebraska
$30.4M +$1.36M +20,573 +5%
Osaic Holdings
14
Osaic Holdings
Arizona
$28.8M +$6.32M +95,954 +30%
KLI
15
Kelman-Lazarov Inc
Tennessee
$25.4M -$47.6K -722 -0.2%
SAF
16
Smith Anglin Financial
Texas
$23.5M +$165K +2,508 +0.7%
LS
17
Leelyn Smith
Illinois
$22.5M +$621K +9,417 +3%
Carson Wealth (CWM LLC)
18
Carson Wealth (CWM LLC)
Nebraska
$22.1M – – –
QA
19
Quantitative Advantage
Minnesota
$21.7M +$18.1M +274,529 +709%
VCM
20
Verde Capital Management
Michigan
$21.4M +$1.32M +19,957 +7%
PS
21
Planned Solutions
California
$19.7M -$1.16M -17,646 -6%
BFS
22
Bard Financial Services
Connecticut
$19M +$3.46M +52,487 +24%
FMN
23
Financial Management Network
California
$18.9M +$1.44M +21,793 +9%
BCI
24
Brinker Capital Investments
Pennsylvania
$18.8M +$69.6K +1,056 +0.4%
AFG
25
Affinia Financial Group
Massachusetts
$18.7M +$3.79M +57,536 +29%
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