We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIC
251
Sigma Investment Counselors
Michigan
$19.9M +$525K +3,742 +3%
AA
252
Ashford Advisors
New York
$19.8M
HWM
253
Hemington Wealth Management
Virginia
$19.8M -$443K -3,156 -2%
PCA
254
Prosperity Capital Advisors
Ohio
$19.8M +$9.6M +68,389 +92%
HP
255
Hilltop Partners
Indiana
$19.7M -$3.8M -27,067 -16%
AWM
256
AAF Wealth Management
Massachusetts
$19.6M -$456K -3,253 -2%
MSA
257
Marino Stram & Associates
Massachusetts
$19.5M +$184K +1,311 +0.9%
WP
258
WealthShield Partners
North Carolina
$19.5M +$1.69M +12,049 +9%
OFP
259
OLIO Financial Planning
Virginia
$19.2M +$1.1M +7,842 +6%
HWA
260
Heartwood Wealth Advisors
Virginia
$19.2M -$200K -1,424 -1%
CCM
261
Carlson Capital Management
Minnesota
$19.1M -$72.8K -519 -0.4%
CAC
262
Certified Advisory Corp
Florida
$19M +$437K +3,117 +2%
WF
263
Warner Financial
Maryland
$18.9M +$297K +2,116 +2%
CWA
264
CJM Wealth Advisers
Virginia
$18.7M +$613K +4,366 +3%
PF
265
Parker Financial
Washington
$18.6M +$956K +6,812 +5%
BCIM
266
Bishop & Co Investment Management
Pennsylvania
$18.6M -$712K -5,072 -4%
LSPW
267
Lake Street Private Wealth
Illinois
$18.6M +$578K +4,120 +3%
FCA
268
FLC Capital Advisors
California
$18.4M +$1.04M +7,447 +6%
MFG
269
Merit Financial Group
Georgia
$18.4M +$986K +7,030 +6%
BFA
270
Bragg Financial Advisors
North Carolina
$18.4M +$752K +5,362 +4%
FAT
271
First American Trust
California
$18.3M -$1.5M -10,679 -7%
CSPIA
272
Cary Street Partners Investment Advisory
Virginia
$18.2M +$1.9M +13,533 +11%
GVAG
273
Great Valley Advisor Group
Delaware
$18.1M -$5.4M -38,505 -23%
CWM
274
Capital Wealth Management
Rhode Island
$18.1M +$2.61M +18,586 +17%
GRP
275
Global Retirement Partners
California
$18.1M +$2.6M +18,543 +16%