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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$1.01B -$22.2K -343 -2%
Bank of America
2
Bank of America
North Carolina
$346M -$15.5M -239,678 -4%
Morgan Stanley
3
Morgan Stanley
New York
$299M -$8.33M -128,434 -3%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$160M -$20.3M -312,800 -11%
LPL Financial
5
LPL Financial
California
$143M -$34.1M -525,115 -19%
RJA
6
Raymond James & Associates
Florida
$135M +$12.2M +188,131 +10%
Ameriprise
7
Ameriprise
Minnesota
$104M -$6.16M -95,031 -6%
Wells Fargo
8
Wells Fargo
California
$90.2M +$863K +13,310 +1%
OIA
9
OneDigital Investment Advisors
Kansas
$80M -$25.2M -388,543 -24%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$75.3M +$3.99M +61,464 +6%
OCBCO
11
Oversea-Chinese Banking Corp (OCBC)
Singapore
$51.9M +$51.8M +798,909 New
JFA
12
JNBA Financial Advisors
Minnesota
$48.3M -$1.59M -24,495 -3%
UBS Group
13
UBS Group
Switzerland
$43.7M +$399K +6,159 +0.9%
Osaic Holdings
14
Osaic Holdings
Arizona
$42.7M +$7.66M +118,059 +22%
SFBLI
15
Southern Farm Bureau Life Insurance
Mississippi
$40.7M +$6.64M +102,390 +19%
PP
16
Prudential plc
United Kingdom
$40.4M +$5.84M +89,980 +17%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$40.2M +$685K +10,567 +2%
VCM
18
Verde Capital Management
Michigan
$38M +$688K +10,615 +2%
ERFOTCOFW
19
Employees Retirement Fund of the City of Fort Worth
Texas
$36.6M
SWA
20
SFMG Wealth Advisors
Texas
$36.5M -$1.4M -21,522 -4%
KLI
21
Kelman-Lazarov Inc
Tennessee
$34.3M +$809K +12,470 +2%
TI
22
TTP Investments
California
$32.7M +$623K +9,613 +2%
FFA
23
First Foundation Advisors
California
$29.5M +$4.09M +62,984 +16%
AF
24
Apexium Financial
Texas
$28.6M +$3.52M +54,207 +14%
AFG
25
Affinia Financial Group
Massachusetts
$28.2M +$281K +4,328 +1%