We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
326
Congress Wealth Management
Massachusetts
$19.7M +$1.7M +10,137 +10%
WIC
327
Whitegate Investment Counselors
New Hampshire
$19.6M -$17.1K -102 -0.1%
DAS
328
Dynamic Advisor Solutions
Arizona
$19.5M +$209K +1,251 +1%
NJIM
329
Nabity-Jensen Investment Management
Nebraska
$19.3M +$63.8K +381 +0.3%
Bank of Montreal
330
Bank of Montreal
Ontario, Canada
$19.3M -$766K -4,575 -4%
SHWM
331
Smith & Howard Wealth Management
Georgia
$19.2M +$270K +1,613 +1%
WFA
332
Wellspring Financial Advisors
Ohio
$19.2M -$131K -780 -0.1%
MWM
333
Meridian Wealth Management
Kentucky
$18.9M +$18.1M +108,236 New
MFGP
334
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.8M +$49.4K +295 +0.3%
TDWM
335
Topel & Distasi Wealth Management
California
$18.8M +$22.3K +133 +0.1%
FCM
336
Firestone Capital Management
Florida
$18.8M -$407K -2,428 -2%
VWM
337
Valley Wealth Managers
New Jersey
$18.8M -$1.18M -7,066 -6%
TC
338
Tenret Company
Florida
$18.8M +$644K +3,845 +4%
RA
339
RFG Advisory
Alabama
$18.6M -$2.74M -16,379 -13%
HWM
340
Hemington Wealth Management
Virginia
$18.2M -$585K -3,491 -3%
SWP
341
Stratos Wealth Partners
Ohio
$18M -$1.35M -8,084 -7%
GFG
342
Goldstone Financial Group
Illinois
$17.7M +$1.45M +8,654 +9%
APC
343
Aspire Private Capital
North Carolina
$17.6M -$380K -2,268 -2%
MMPW
344
Mitchell McLeod Pugh & Williams
Alabama
$17.6M +$1.55M +9,279 +10%
WLIM
345
White Lighthouse Investment Management
Massachusetts
$17.6M +$415K +2,480 +3%
CTWM
346
Cherry Tree Wealth Management
Minnesota
$17.4M -$293K -1,749 -2%
BFS
347
Beacon Financial Strategies
North Carolina
$17.3M -$318K -1,902 -2%
CWAG
348
Compton Wealth Advisory Group
Virginia
$17.3M +$54.8K +327 +0.3%
ASRS
349
Arizona State Retirement System
Arizona
$17.3M +$16.6M +99,000 New
HIM
350
Hanlon Investment Management
New Jersey
$17.2M -$594K -3,546 -3%