We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
301
Keystone Financial Group (Kentucky)
Kentucky
$8.28M +$78.4K +625 +1%
CWS
302
Cypress Wealth Services
California
$8.2M +$1.93M +15,420 +33%
BCA
303
Berman Capital Advisors
Georgia
$8.19M -$217K -1,728 -3%
BWM
304
BerganKDV Wealth Management
Minnesota
$8.01M +$1.17M +9,321 +18%
CFSG
305
Clark Financial Services Group
Missouri
$7.98M +$7.61M +60,673 New
LSPW
306
Lake Street Private Wealth
Illinois
$7.97M +$424K +3,382 +6%
RWG
307
Ratio Wealth Group
Colorado
$7.96M +$1.02M +8,150 +16%
PA
308
Planning Alternatives
Michigan
$7.93M -$90.5K -722 -1%
CA
309
CGN Advisors
Kansas
$7.91M +$1.48M +11,816 +24%
CCM
310
Ciovacco Capital Management
Georgia
$7.87M +$6.68M +53,308 +827%
IIC
311
Integrated Investment Consultants
Michigan
$7.71M -$168K -1,339 -2%
AWM
312
Avior Wealth Management
Nebraska
$7.6M -$1.33M -10,625 -16%
FFG
313
Fullen Financial Group
Ohio
$7.6M +$332K +2,651 +5%
AWM
314
Apollon Wealth Management
South Carolina
$7.59M -$697K -5,563 -9%
ICP
315
Interchange Capital Partners
Pennsylvania
$7.48M +$419K +3,343 +11%
HCP
316
Hexagon Capital Partners
Arkansas
$7.39M -$154K -1,232 -2%
APSP
317
Asset Planning Services (Pennsylvania)
Pennsylvania
$7.3M -$122K -970 -2%
SB
318
Simmons Bank
Arkansas
$7.23M +$158K +1,259 +2%
SWA
319
Sax Wealth Advisors
New Jersey
$7.06M +$432K +3,443 +7%
MAM
320
McLean Asset Management
Virginia
$7.05M -$292K -2,328 -4%
KWM
321
Keebeck Wealth Management
Illinois
$6.84M -$4.01K -32 -0.1%
SHWM
322
Smith & Howard Wealth Management
Georgia
$6.82M +$225K +1,796 +4%
BFIC
323
Bedell Frazier Investment Counselling
California
$6.73M -$530K -4,229 -8%
LWAC
324
Laurel Wealth Advisors (California)
California
$6.68M -$3.53M -28,124 -36%
CWAG
325
Compton Wealth Advisory Group
Virginia
$6.67M +$40.6K +324 +0.6%