We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
351
Convergent Wealth Advisors
Maryland
– -$861K -10,291 Closed
FAAM
352
First Allied Asset Management
California
– -$859K -10,264 Closed
SWA
353
SFMG Wealth Advisors
Texas
– -$569K -6,797 Closed
SFA
354
Sequoia Financial Advisors
Ohio
– -$337K -4,025 Closed
MFS
355
Madrona Financial Services
Washington
– -$316K -3,780 Closed
VC
356
Vicus Capital
Pennsylvania
– -$288K -3,437 Closed
HFS
357
HL Financial Services
Kentucky
– -$280K -3,348 Closed
UAS
358
United Asset Strategies
New York
– -$228K -2,687 Closed
MAM
359
Marquette Asset Management
Minnesota
– -$214K -2,561 Closed
MCM
360
Murphy Capital Management
New Jersey
– -$211K -2,524 Closed
SWP
361
Stratos Wealth Partners
Ohio
– -$205K -2,455 Closed
Parallax Volatility Advisers
362
Parallax Volatility Advisers
California
– -$193K -2,266 -100%
NEAM
363
New England Asset Management
Connecticut
– -$126K -1,500 Closed
PCM
364
Parsons Capital Management
Rhode Island
– -$91K -1,093 Closed
IC
365
Intersect Capital
California
– -$70K -824 Closed
SF
366
Synovus Financial
Georgia
– -$40K -476 Closed
MFBTD
367
MB Financial Bank - Trust Department
Illinois
– -$33K -396 Closed
AIM
368
Advantage Investment Management
Iowa
– -$22K -260 Closed
BCM
369
Blume Capital Management
California
– -$15K -180 Closed
GI
370
Gradient Investments
Minnesota
– -$12K -138 Closed
WAS
371
Winch Advisory Services
Wisconsin
– -$3K -41 Closed