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VanEck Morningstar Wide Moat ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$682M +$18.5M +180,972 +3%
Morgan Stanley
2
Morgan Stanley
New York
$664M -$20.5M -201,027 -3%
Bank of America
3
Bank of America
North Carolina
$626M -$24.5M -240,174 -4%
Raymond James Financial
4
Raymond James Financial
Florida
$314M -$18.3M -179,591 -6%
Wells Fargo
5
Wells Fargo
California
$237M -$3.03M -29,644 -1%
BFA
6
Boulay Financial Advisors
Minnesota
$221M +$1.36M +13,325 +0.6%
MFIM
7
Mesirow Financial Investment Management
Illinois
$206M -$65.6M -642,791 -24%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$142M -$18.7M -183,570 -12%
Jones Financial Companies
9
Jones Financial Companies
Missouri
$128M +$14.1M +137,632 +12%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$121M -$5.32M -52,069 -4%
SFBLI
11
Southern Farm Bureau Life Insurance
Mississippi
$115M +$26.9M +262,940 +31%
UBS Group
12
UBS Group
Switzerland
$115M +$13.4M +131,322 +13%
Ameriprise
13
Ameriprise
Minnesota
$96.5M -$14.1M -138,430 -13%
PWA
14
Provenance Wealth Advisors
Florida
$92.3M -$2.2M -21,568 -2%
FFA
15
First Foundation Advisors
California
$78.8M -$4.01M -39,291 -5%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$77.9M +$284K +2,782 +0.4%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$71.3M -$1.85M -18,154 -3%
Mercer Global Advisors
18
Mercer Global Advisors
Colorado
$69M -$13.2M -128,782 -16%
Carson Wealth (CWM LLC)
19
Carson Wealth (CWM LLC)
Nebraska
$67M -$3.65M -35,717 -5%
SWA
20
SFMG Wealth Advisors
Texas
$66.4M +$990K +9,698 +2%
VCM
21
Verde Capital Management
Michigan
$64.9M +$1.88M +18,449 +3%
UCFA
22
United Capital Financial Advisors
Texas
$61.8M +$60.9M +596,396 New
Osaic Holdings
23
Osaic Holdings
Arizona
$60.4M -$16.2M -158,602 -21%
HighTower Advisors
24
HighTower Advisors
Illinois
$59.9M -$2.59M -25,398 -4%
KLI
25
Kelman-Lazarov Inc
Tennessee
$57.6M +$496K +4,855 +0.9%