We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CTWM
376
Cherry Tree Wealth Management
Minnesota
$17.2M -$233K -1,378 -1%
Focus Partners Advisor Solutions
377
Focus Partners Advisor Solutions
Missouri
$17.1M -$684K -4,048 -4%
HTWM
378
Hartmann Taylor Wealth Management
Texas
$17M +$1.24M +7,324 +8%
HWM
379
Hemington Wealth Management
Virginia
$17M +$2.53K +15 +0%
Associated Banc-Corp
380
Associated Banc-Corp
Wisconsin
$17M +$19.1K +113 +0.1%
PCTC
381
Perkins Coie Trust Company
Washington
$16.9M +$1.41M +8,327 +10%
VWA
382
Visionary Wealth Advisors
Illinois
$16.8M +$3.39M +20,068 +27%
TDWM
383
Topel & Distasi Wealth Management
California
$16.7M -$1.99M -11,760 -11%
ATC
384
Advantage Trust Company
Kansas
$16.6M +$443K +2,620 +3%
BWM
385
Benchmark Wealth Management
Connecticut
$16.4M -$450K -2,662 -3%
Pure Financial Advisors
386
Pure Financial Advisors
California
$16.4M +$483K +2,857 +3%
CWA
387
CJM Wealth Advisers
Virginia
$16.3M +$197K +1,165 +1%
CFG
388
Clayton Financial Group
Missouri
$16.3M -$11.6M -68,418 -43%
TGAM
389
TBH Global Asset Management
Tennessee
$16.3M -$2.29M -13,574 -15%
SSW
390
Stone Summit Wealth
Florida
$16.1M -$132K -780 -0.8%
GAM
391
Gemmer Asset Management
California
$16M +$472K +2,792 +3%
GSIS
392
Global Strategic Investment Solutions
Arizona
$16M -$158K -938 -1%
SL
393
Systelligence LLC
Minnesota
$15.9M +$1.78M +10,559 +13%
LSIA
394
LaSalle St. Investment Advisors
Illinois
$15.6M +$1.71M +10,105 +13%
FUBT
395
First United Bank & Trust
Maryland
$15.6M +$1.27M +7,496 +9%
RF
396
Robinswood Financial
Washington
$15.5M -$243K -1,438 -2%
OCPWS
397
One Charles Private Wealth Services
Massachusetts
$15.5M +$419K +2,483 +3%
QRG Capital Management
398
QRG Capital Management
Illinois
$15.4M +$2.9M +17,141 +24%
Ashton Thomas Private Wealth
399
Ashton Thomas Private Wealth
Arizona
$15.2M +$821K +4,862 +6%
AE Wealth Management
400
AE Wealth Management
Kansas
$15.2M +$621K +3,678 +4%