We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
226
Cornerstone Wealth Advisors
Minnesota
$32.2M +$1.05M +6,269 +4%
Sageworth Trust
227
Sageworth Trust
Pennsylvania
$32M -$507K -3,030 -2%
Forvis Mazars Wealth Advisors
228
Forvis Mazars Wealth Advisors
Missouri
$31.8M -$7.34M -43,839 -19%
AWM
229
Angeles Wealth Management
California
$31.7M +$1.25M +7,482 +4%
ME
230
McIlrath & Eck
Washington
$31.6M +$11M +65,612 +57%
GRA
231
Golden Road Advisors
Florida
$31.5M +$251K +1,499 +0.8%
NL
232
NWAM LLC
Washington
$31.4M +$30.1M +179,643 New
JCM
233
Jacobsen Capital Management
Utah
$31.4M +$220K +1,314 +0.7%
PRWA
234
Platte River Wealth Advisors
Colorado
$31M -$61.4K -367 -0.2%
FOFP
235
Fee-Only Financial Planning
South Carolina
$30.9M -$329K -1,963 -1%
MAM
236
Mainsail Asset Management
Alabama
$30.9M -$312K -1,866 -1%
ODG
237
O'Dell Group
Ohio
$30.8M +$27.7M +165,572 +1,488%
HUB Investment Partners
238
HUB Investment Partners
Texas
$30.4M +$2.29M +13,679 +9%
Brown Advisory
239
Brown Advisory
Maryland
$30.1M -$652K -3,892 -2%
KCM
240
Kaye Capital Management
California
$29.6M +$241K +1,439 +0.9%
MWM
241
MTC Wealth Management
Florida
$29.5M -$468K -2,796 -2%
DWA
242
Dougherty Wealth Advisers
Minnesota
$29.5M +$460K +2,748 +2%
FCA
243
FLC Capital Advisors
California
$29.4M +$684K +4,086 +2%
CFD
244
Creative Financial Designs
Indiana
$29.3M -$757K -4,520 -3%
SIC
245
Sigma Investment Counselors
Michigan
$29.2M +$664K +3,967 +2%
HHWM
246
Hiley Hunt Wealth Management
Nebraska
$28.9M +$246K +1,471 +0.9%
SIM
247
Studio Investment Management
Illinois
$28.6M -$376K -2,244 -1%
MFWP
248
Mosaic Family Wealth Partners
Missouri
$28.6M +$87.7K +524 +0.3%
RCG
249
Regatta Capital Group
California
$28.5M -$5.55M -33,163 -17%
BWM
250
Brown Wealth Management
Illinois
$28.4M +$2.21M +13,202 +9%