We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
226
Greenwich Wealth Management
Connecticut
$1M +$957K +12,204 New
BJL
227
Brighton Jones LLC
Washington
$998K +$44.5K +567 +5%
JFG
228
JMG Financial Group
Illinois
$990K +$24.5K +312 +3%
VCM
229
Versant Capital Management
Arizona
$984K +$283K +3,606 +43%
Comerica Bank
230
Comerica Bank
Texas
$981K +$381K +4,856 +70%
CPIG
231
Chicago Partners Investment Group
Illinois
$976K -$37.2K -474 -4%
DHFB
232
Dixon Hubard Feinour & Brown
Virginia
$960K +$3.14K +40 +0.3%
FWM
233
Focused Wealth Management
New York
$947K -$20.5K -262 -2%
FAAS
234
First Allied Advisory Services
California
$935K -$233K -2,970 -21%
CAM
235
Crestone Asset Management
Colorado
$901K
BFEC
236
Benjamin F. Edwards & Company
Missouri
$894K +$150K +1,911 +21%
CAM
237
Carret Asset Management
New York
$884K +$3.92K +50 +0.5%
FANJ
238
Financial Architects (New Jersey)
New Jersey
$873K -$65.9K -840 -7%
Fiera Capital (Canada)
239
Fiera Capital (Canada)
Quebec, Canada
$868K
GT
240
Glenmede Trust
Pennsylvania
$844K
ASN
241
Advisory Services Network
Georgia
$841K +$575K +7,328 +254%
MCM
242
MV Capital Management
Maryland
$836K -$351K -4,473 -31%
FIM
243
Frontier Investment Management
Texas
$827K +$31.9K +407 +4%
MHS
244
M Holdings Securities
Oregon
$815K +$71K +905 +10%
CTC
245
Central Trust Company
Missouri
$808K +$287K +3,660 +60%
BRWM
246
B. Riley Wealth Management
Tennessee
$804K -$45.4K -579 -6%
BA
247
Bristlecone Advisors
Washington
$792K -$104K -1,330 -12%
BIM
248
BlackRock Investment Management
Delaware
$791K -$49.6M -632,961 -99%
EWM
249
Empirical Wealth Management
Washington
$784K -$40K -510 -5%
VIA
250
Vantage Investment Advisors
Pennsylvania
$774K +$20.2K +258 +3%