We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
SOL Capital Management
Maryland
$202K +$195K +2,650 New
SAM
227
Silvercrest Asset Management
New York
$201K +$193K +2,625 New
WT
228
Whittier Trust
California
$179K
MWP
229
MYCIO Wealth Partners
Pennsylvania
$153K
RWM
230
Raffa Wealth Management
District of Columbia
$130K +$113K +1,535 New
KTC
231
Kistler-Tiffany Companies
Pennsylvania
$128K -$129K -1,755 -51%
LWCFA
232
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$126K
ST
233
Smithfield Trust
Pennsylvania
$115K
PMFA
234
Plante Moran Financial Advisors
Michigan
$112K +$26.5K +360 +33%
JIR
235
James Investment Research
Ohio
$108K -$53.7K -729 -34%
PWAG
236
Polaris Wealth Advisory Group
California
$101K -$124K -1,690 -56%
JFA
237
JNBA Financial Advisors
Minnesota
$97K
DSC
238
Duncker Streett & Co
Missouri
$92K
VIA
239
Vantage Investment Advisors
Pennsylvania
$87K +$83.6K +1,135 New
V
240
Veritable
Delaware
$86K +$83.1K +1,128 New
1IC
241
1919 Investment Counsel
Maryland
$65K -$121K -1,646 -66%
TFO
242
Tarbox Family Office
California
$59K +$57K +774 New
FA
243
Financial Advantage
Maryland
$58K +$55.5K +754 New
Manulife (Manufacturers Life Insurance)
244
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$55K +$53.4K +725 New
QLMGAA
245
QS Legg Mason Global Asset Allocation
New York
$51K +$48.3K +656 New
SMU
246
Signet Management USA
Virginia
$42K +$40.1K +545 New
CG
247
Colony Group
Massachusetts
$40K +$38.7K +525 New
PFSC
248
Peoples Financial Services Corp
Pennsylvania
$33K +$32K +435 New
AA
249
AlphaMark Advisors
Kentucky
$32K
WCM
250
Windsor Capital Management
Arizona
$28K -$104K -1,418 -79%