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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$423M +$28M +371,668 +7%
Morgan Stanley
2
Morgan Stanley
New York
$325M +$13.3M +176,490 +4%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$152M +$11.7M +154,866 +8%
LPL Financial
4
LPL Financial
California
$149M +$6.09M +80,963 +4%
OIA
5
OneDigital Investment Advisors
Kansas
$128M +$5.99M +79,516 +5%
Ameriprise
6
Ameriprise
Minnesota
$112M +$14.9M +198,541 +16%
RJA
7
Raymond James & Associates
Florida
$112M +$6.34M +84,226 +6%
Wells Fargo
8
Wells Fargo
California
$93.3M +$5.65M +75,003 +6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$71.2M +$5.9M +78,316 +9%
JFA
10
JNBA Financial Advisors
Minnesota
$65.8M -$124K -1,651 -0.2%
UBS Group
11
UBS Group
Switzerland
$48.7M -$1.64M -21,740 -3%
Osaic Holdings
12
Osaic Holdings
Arizona
$45.9M +$13.4M +177,652 +40%
SWA
13
SFMG Wealth Advisors
Texas
$40.2M +$1.38M +18,312 +3%
KLI
14
Kelman-Lazarov Inc
Tennessee
$36.4M +$2.1M +27,889 +6%
BCM
15
Brookstone Capital Management
Illinois
$33.5M +$9.95M +132,244 +42%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$28.4M +$3.33M +44,181 +13%
WP
17
WealthPLAN Partners
Nebraska
$27.5M -$4.09M -54,318 -13%
SAF
18
Smith Anglin Financial
Texas
$25.7M -$290K -3,848 -1%
VCM
19
Verde Capital Management
Michigan
$24.8M +$1.69M +22,440 +7%
BFS
20
Bard Financial Services
Connecticut
$24.5M +$2.07M +27,465 +9%
LS
21
Leelyn Smith
Illinois
$24.2M +$635K +8,431 +3%
QA
22
Quantitative Advantage
Minnesota
$23.5M +$351K +4,668 +1%
FSA
23
Financial Services Advisory
Maryland
$23.1M -$1.82M -24,210 -7%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$22.6M +$5.93M +78,806 +34%
AFG
25
Affinia Financial Group
Massachusetts
$20.8M +$799K +10,621 +4%