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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$840M +$12.7M +138,859 +2%
Bank of America
2
Bank of America
North Carolina
$787M -$38.8M -424,825 -5%
LPL Financial
3
LPL Financial
California
$764M +$56.1M +613,683 +8%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$312M +$3.27M +35,723 +1%
MFIM
5
Mesirow Financial Investment Management
Illinois
$256M +$8.36M +91,428 +4%
Wells Fargo
6
Wells Fargo
California
$256M -$6.07M -66,433 -2%
RJA
7
Raymond James & Associates
Florida
$231M +$723K +7,909 +0.3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$216M -$23.8M -260,754 -10%
Ameriprise
9
Ameriprise
Minnesota
$199M -$16.6M -181,613 -8%
UBS Group
10
UBS Group
Switzerland
$186M -$17.3M -188,990 -9%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$112M +$10M +109,394 +10%
PWA
12
Provenance Wealth Advisors
Florida
$111M -$2.27M -24,836 -2%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$108M +$14.9M +162,588 +17%
FFA
14
First Foundation Advisors
California
$103M -$1.2M -13,123 -1%
BCM
15
Brookstone Capital Management
Illinois
$98.4M +$2.55M +27,848 +3%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$93.7M +$2.6M +28,404 +3%
SFBLI
17
Southern Farm Bureau Life Insurance
Mississippi
$81.9M
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$81.9M +$1.37M +15,020 +2%
OWP
19
Obermeyer Wealth Partners
Colorado
$79.6M +$1.86M +20,357 +3%
JFA
20
JNBA Financial Advisors
Minnesota
$79.1M +$158K +1,732 +0.2%
HighTower Advisors
21
HighTower Advisors
Illinois
$74.5M +$4.61M +50,383 +7%
Osaic Holdings
22
Osaic Holdings
Arizona
$74.2M +$1.05M +11,497 +2%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$74.1M -$25M -273,509 -26%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$72.6M +$3.2M +34,944 +5%
OIA
25
OneDigital Investment Advisors
Kansas
$71.7M -$2.2M -24,093 -3%