We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
HKIM
2476
Hayek Kallen Investment Management
Alabama
$205K +$209K +1,044 New
BOSSRA
2477
B.O.S.S. Retirement Advisors
Utah
$205K +$209K +1,044 New
CA
2478
Claris Advisors
Missouri
$205K +$209K +1,043 New
EWP
2479
Elevation Wealth Partners
California
$204K -$32.8K -164 -14%
BFO
2480
Biltmore Family Office
North Carolina
$204K – – –
NF
2481
Napier Financial
Massachusetts
$203K +$207K +1,034 New
PWM
2482
Peak Wealth Management
New Hampshire
$203K +$207K +1,033 New
AW
2483
Alchemi Wealth
Connecticut
$202K +$206K +1,031 New
HSWS
2484
Higgins & Schmidt Wealth Strategies
Colorado
$202K -$12.4K -62 -6%
BA
2485
Ballast Advisors
Minnesota
$202K +$601 +3 +0.3%
SCA
2486
Stillwater Capital Advisors
Pennsylvania
$201K +$205K +1,026 New
BFP
2487
Briaud Financial Planning
Texas
$201K +$205K +1,026 New
IC
2488
Inscription Capital
Texas
$201K +$205K +1,022 New
GAFA
2489
Garton & Associates Financial Advisors
Kentucky
$200K +$29K +145 +17%
CCG
2490
Ceeto Capital Group
Florida
$200K – – –
VA
2491
Valor Advisors
Florida
$195K – – –
RPC
2492
Rossmore Private Capital
Connecticut
$195K -$23.2K -116 -10%
PIA
2493
Powell Investment Advisors
Florida
$191K – – –
BCPWM
2494
Bradley & Co Private Wealth Management
Florida
$190K +$194K +969 New
PS
2495
Pinney & Scofield
Massachusetts
$188K -$31K -155 -14%
HPC
2496
HM Payson & Co
Maine
$186K -$3.4K -17 -2%
SAM
2497
Sherman Asset Management
California
$183K +$56.7K +283 +43%
PP
2498
Pacifica Partners
Canada
$181K -$40.8K -204 -18%
MWPCG
2499
Measured Wealth Private Client Group
New Hampshire
$181K – – –
HHGA
2500
Halbert Hargrove Global Advisors
California
$181K -$1.2K -6 -0.6%
98 99
100
101 102