We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
226
Trinity Financial Advisors
Ohio
$19.3M +$1.57M +11,628 +8%
RWA Wealth Partners
227
RWA Wealth Partners
Massachusetts
$19.1M +$13.9M +102,788 +200%
CSWM
228
Cassady Schiller Wealth Management
Ohio
$18.9M +$2.11M +15,602 +11%
Miracle Mile Advisors
229
Miracle Mile Advisors
California
$18.9M +$875K +6,474 +4%
CC
230
Courier Capital
New York
$18.8M +$181K +1,338 +0.9%
HWA
231
Heartwood Wealth Advisors
Virginia
$18.7M -$228K -1,685 -1%
HWM
232
Hemington Wealth Management
Virginia
$18.6M -$583K -4,313 -3%
SIM
233
Studio Investment Management
Illinois
$18.3M +$5.3M +39,241 +36%
Brown Advisory
234
Brown Advisory
Maryland
$18.3M +$3.34M +24,707 +20%
TCM
235
TD Capital Management
Tennessee
$18.2M +$42K +311 +0.2%
WAAG
236
Wealth Alliance Advisory Group
Kansas
$18.1M +$922K +6,821 +5%
AWM
237
AAF Wealth Management
Massachusetts
$18.1M +$305K +2,255 +2%
FAT
238
First American Trust
California
$18.1M -$390K -2,887 -2%
Davenport & Co
239
Davenport & Co
Virginia
$18M +$672K +4,970 +4%
BCIM
240
Bishop & Co Investment Management
Pennsylvania
$17.9M -$140K -1,039 -0.7%
CCM
241
Carlson Capital Management
Minnesota
$17.9M -$383K -2,833 -2%
Northeast Financial Consultants
242
Northeast Financial Consultants
Connecticut
$17.9M +$129K +958 +0.7%
MUFG Americas
243
MUFG Americas
New York
$17.8M -$6.85M -50,660 -26%
AA
244
Aire Advisors
California
$17.5M +$899K +6,649 +5%
Avidian Wealth Enterprises
245
Avidian Wealth Enterprises
Texas
$17.4M +$17.7M +130,874 +1,268%
CA
246
Cresta Advisors
Texas
$17.3M +$18.9M +139,923 New
Mariner Independent Advisor Network
247
Mariner Independent Advisor Network
Kansas
$17.2M +$1.19M +8,769 +7%
GSIS
248
Global Strategic Investment Solutions
Arizona
$17.1M -$176K -1,301 -0.9%
SIC
249
Sigma Investment Counselors
Michigan
$17M -$432K -3,195 -2%
SIA
250
Strategic Investment Advisors
Michigan
$16.9M +$689K +5,098 +4%