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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
$450M +$10.2M +135,178 +2%
Morgan Stanley
2
Morgan Stanley
New York
$353M +$15M +197,408 +4%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$195M +$36.9M +486,438 +23%
LPL Financial
4
LPL Financial
California
$171M +$16.2M +213,677 +10%
OIA
5
OneDigital Investment Advisors
Kansas
$136M +$2.73M +36,033 +2%
RJA
6
Raymond James & Associates
Florida
$124M +$8.01M +105,748 +7%
Ameriprise
7
Ameriprise
Minnesota
$114M +$1.34M +17,616 +1%
Wells Fargo
8
Wells Fargo
California
$106M +$8.73M +115,233 +9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$79.2M +$5.21M +68,810 +7%
JFA
10
JNBA Financial Advisors
Minnesota
$68.8M +$453K +5,977 +0.7%
UBS Group
11
UBS Group
Switzerland
$49M -$1.62M -21,322 -3%
Osaic Holdings
12
Osaic Holdings
Arizona
$46.2M -$1.41M -18,647 -3%
SWA
13
SFMG Wealth Advisors
Texas
$43.5M +$1.7M +22,410 +4%
BlackRock
14
BlackRock
New York
$43M +$42.8M +564,564 New
KLI
15
Kelman-Lazarov Inc
Tennessee
$38.7M +$797K +10,516 +2%
TI
16
TTP Investments
California
$37.1M +$36.9M +487,262 New
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$30.7M +$1.21M +15,991 +4%
BCM
18
Brookstone Capital Management
Illinois
$29.3M -$4.63M -61,101 -14%
SAF
19
Smith Anglin Financial
Texas
$28.4M +$1.63M +21,457 +6%
VCM
20
Verde Capital Management
Michigan
$27.6M +$1.8M +23,699 +7%
WP
21
WealthPLAN Partners
Nebraska
$26.7M -$407K -5,373 -1%
BFS
22
Bard Financial Services
Connecticut
$26.3M +$862K +11,369 +3%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$26.3M +$2.72M +35,949 +12%
RCG
24
Regatta Capital Group
California
$26.2M +$26.1M +344,795 New
LS
25
Leelyn Smith
Illinois
$25.6M +$382K +5,035 +2%