We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
251
Ironsides Asset Advisors
North Carolina
$2.54M
ZB
252
Zions Bancorporation
Utah
$2.52M
MIAN
253
Mariner Independent Advisor Network
Kansas
$2.52M +$62K +578 +2%
CFB
254
Cullen/Frost Bankers
Texas
$2.48M
ACM
255
AlphaStar Capital Management
North Carolina
$2.47M -$8.99M -83,720 -78%
BFEC
256
Benjamin F. Edwards & Company
Missouri
$2.44M +$19.8K +184 +0.8%
CPA
257
Clear Perspective Advisors
Illinois
$2.43M -$30.6K -285 -1%
SPC
258
Sigma Planning Corp
Michigan
$2.42M
ZF
259
Zhang Financial
Michigan
$2.42M -$21.3K -198 -0.8%
UBG
260
United Bank (Georgia)
Georgia
$2.38M -$205K -1,911 -8%
EA
261
Elm Advisors
California
$2.38M +$5.9K +55 +0.2%
NEAM
262
New England Asset Management
Connecticut
$2.36M +$2.46M +22,900 New
MA
263
MCF Advisors
Kentucky
$2.33M +$17.5K +163 +0.7%
UA
264
Unison Advisors
District of Columbia
$2.33M -$175K -1,633 -7%
BMCM
265
Bryn Mawr Capital Management
Pennsylvania
$2.33M +$2.42M +22,562 New
JFA
266
Johanson Financial Advisors
California
$2.28M +$12.1K +113 +0.5%
CAC
267
Certified Advisory Corp
Florida
$2.23M +$953K +8,882 +70%
SFPM
268
Sensible Financial Planning & Management
Massachusetts
$2.23M +$264K +2,460 +13%
RC
269
RegentAtlantic Capital
New Jersey
$2.21M +$127K +1,179 +6%
SCA
270
Snowden Capital Advisors
New York
$2.2M -$233K -2,169 -9%
RBA
271
Richard Bernstein Advisors
New York
$2.2M +$29.6K +276 +1%
CCP
272
Corient Capital Partners
California
$2.17M -$32.2K -300 -1%
THWM
273
Taylor Hoffman Wealth Management
Virginia
$2.13M +$47.4K +442 +2%
Fiera Capital (Canada)
274
Fiera Capital (Canada)
Quebec, Canada
$2.12M +$250K +2,325 +13%
KWM
275
Kingsview Wealth Management
Oregon
$2.12M +$270K +2,515 +14%