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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
$740M -$25.3M -291,746 -3%
Morgan Stanley
2
Morgan Stanley
New York
$738M -$15.2M -174,856 -2%
LPL Financial
3
LPL Financial
California
$629M -$2.92M -33,640 -0.5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$275M -$5.95M -68,495 -2%
Wells Fargo
5
Wells Fargo
California
$234M +$3.95M +45,481 +2%
MFIM
6
Mesirow Financial Investment Management
Illinois
$221M +$3.63M +41,738 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$216M +$2.62M +30,142 +1%
RJA
8
Raymond James & Associates
Florida
$206M +$903K +10,389 +0.4%
Ameriprise
9
Ameriprise
Minnesota
$193M -$8.5M -97,779 -4%
UBS Group
10
UBS Group
Switzerland
$183M -$8.05M -92,621 -4%
PWA
11
Provenance Wealth Advisors
Florida
$101M -$1.18M -13,575 -1%
FFA
12
First Foundation Advisors
California
$93.1M +$4.8M +55,283 +5%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$90.4M +$3.1M +35,705 +4%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$89.9M -$42.8M -492,990 -32%
BCM
15
Brookstone Capital Management
Illinois
$88.5M +$24.8M +285,929 +41%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$82M +$26.2M +301,784 +47%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$81.3M +$3.43M +39,522 +4%
SFBLI
18
Southern Farm Bureau Life Insurance
Mississippi
$73.2M
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$71.9M -$8.09M -93,144 -10%
JFA
20
JNBA Financial Advisors
Minnesota
$70.5M +$2M +23,013 +3%
OWP
21
Obermeyer Wealth Partners
Colorado
$69.3M +$2.74M +31,485 +4%
OIA
22
OneDigital Investment Advisors
Kansas
$66.1M -$2.67M -30,772 -4%
PAG
23
Private Advisor Group
New Jersey
$65.8M +$3.99M +45,908 +6%
Osaic Holdings
24
Osaic Holdings
Arizona
$65.3M -$85.7M -986,422 -57%
HighTower Advisors
25
HighTower Advisors
Illinois
$62.2M +$3.13M +36,020 +5%