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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
$819M +$17M +176,663 +2%
Bank of America
2
Bank of America
North Carolina
$745M -$7.67M -79,631 -1%
LPL Financial
3
LPL Financial
California
$676M -$57M -591,948 -8%
Raymond James Financial
4
Raymond James Financial
Florida
$503M +$522M +5,420,559 New
MFIM
5
Mesirow Financial Investment Management
Illinois
$325M +$82.7M +858,400 +32%
Wells Fargo
6
Wells Fargo
California
$252M +$7.49M +77,724 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$204M -$3.2M -33,246 -1%
Ameriprise
8
Ameriprise
Minnesota
$187M -$2.29M -23,739 -1%
UBS Group
9
UBS Group
Switzerland
$176M -$1.87M -19,425 -1%
Carson Wealth (CWM LLC)
10
Carson Wealth (CWM LLC)
Nebraska
$113M +$6.25M +64,917 +6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$106M +$2.9M +30,145 +3%
PWA
12
Provenance Wealth Advisors
Florida
$106M -$797K -8,270 -0.7%
FFA
13
First Foundation Advisors
California
$102M +$3.8M +39,447 +4%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$91.6M +$2.09M +21,720 +2%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$86.1M +$8.03M +83,328 +10%
BCM
16
Brookstone Capital Management
Illinois
$83.1M -$11.5M -118,880 -12%
AAS
17
Avantax Advisory Services
Texas
$80.7M +$12.9M +134,193 +18%
OWP
18
Obermeyer Wealth Partners
Colorado
$78.9M +$2.94M +30,535 +4%
SFBLI
19
Southern Farm Bureau Life Insurance
Mississippi
$78.3M
Osaic Holdings
20
Osaic Holdings
Arizona
$76.5M +$5.78M +60,020 +8%
JFA
21
JNBA Financial Advisors
Minnesota
$76.1M +$452K +4,693 +0.6%
HighTower Advisors
22
HighTower Advisors
Illinois
$71.7M +$430K +4,461 +0.6%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$71.1M +$1.79M +18,601 +2%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$67.2M -$4.52M -46,878 -6%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$63.1M +$25.1M +260,624 +62%