We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Avior Wealth Management
351
Avior Wealth Management
Nebraska
$6.98M -$968K -7,043 -12%
EFG
352
Everhart Financial Group
Ohio
$6.96M +$2.13M +15,479 +44%
BBA
353
BLB&B Advisors
Pennsylvania
$6.94M +$689K +5,011 +11%
BFIC
354
Bedell Frazier Investment Counselling
California
$6.79M -$245K -1,782 -3%
GP
355
Girard Partners
Pennsylvania
$6.79M +$33.9K +247 +0.5%
IFG Advisory
356
IFG Advisory
Georgia
$6.77M +$556K +4,050 +9%
SWA
357
Safir Wealth Advisors
New Hampshire
$6.77M +$54.3K +395 +0.8%
APA
358
Allegiant Private Advisors
Florida
$6.73M +$2.33M +16,977 +53%
CF
359
Corrigan Financial
Rhode Island
$6.73M -$63.9K -465 -0.9%
EFSCE
360
Enterprise Financial Services Corp (EFSC)
Missouri
$6.69M +$6.31M +45,928 +1,668%
Apella Capital
361
Apella Capital
Connecticut
$6.6M +$2M +14,525 +43%
CF
362
Centaurus Financial
California
$6.51M +$288K +2,099 +5%
EGA
363
E&G Advisors
Texas
$6.49M -$5.03M -36,614 Closed
OPCM
364
Osborne Partners Capital Management
California
$6.49M -$346K -2,517 -5%
EWA
365
Evolution Wealth Advisors
Florida
$6.48M +$358K +2,603 +6%
Merriman Wealth Management
366
Merriman Wealth Management
Washington
$6.43M +$2.85M +20,732 +79%
H
367
HoyleCohen
California
$6.42M +$1.01M +7,375 +19%
Sowell Financial Services
368
Sowell Financial Services
Arkansas
$6.41M -$37.4M -272,252 -85%
Chicago Partners Investment Group
369
Chicago Partners Investment Group
Illinois
$6.41M -$293K -2,133 -4%
FLA
370
Financial Life Advisors
Texas
$6.34M -$431K -3,136 -6%
C
371
Clearshares
New York
$6.23M +$77.8K +566 +1%
SWM
372
Southern Wealth Management
Texas
$6.21M +$116K +841 +2%
PAG
373
Private Advisory Group
Washington
$6.19M +$1M +7,289 +19%
COF
374
Capital One Financial
Virginia
$6.12M +$437K +3,178 +8%
TIM
375
Tortoise Investment Management
New York
$6.07M -$54.4K -396 -0.9%