We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
LPIC
451
LeJeune Puetz Investment Counsel
Michigan
$5.61M +$180K +1,260 +3%
BFA
452
Beaumont Financial Advisors
Massachusetts
$5.59M +$81.1K +568 +2%
AF
453
Advisornet Financial
Minnesota
$5.55M +$1.76M +12,357 +49%
MWA
454
Martel Wealth Advisors
Washington
$5.53M +$56K +392 +1%
JFG
455
JMG Financial Group
Illinois
$5.53M -$16.7K -117 -0.3%
KCM
456
Kathmere Capital Management
Pennsylvania
$5.5M +$239K +1,675 +5%
EC
457
Estate Counselors
Wisconsin
$5.5M +$15.7K +110 +0.3%
LI
458
Latigo Investments
Florida
$5.5M +$5.34M +37,380 New
PCMC
459
Paragon Capital Management (Colorado)
Colorado
$5.47M +$3.57K +25 +0.1%
MAG
460
Mokosak Advisory Group
Iowa
$5.46M -$19.9K -139 -0.4%
JWA
461
JFS Wealth Advisors
Pennsylvania
$5.42M +$670K +4,690 +15%
HAS
462
Holland Advisory Services
Florida
$5.41M +$5.25M +36,787 New
MSL
463
Mackay Shields LLC
New York
$5.41M – – –
D
464
Dentgroup
Louisiana
$5.38M +$5.22M +36,561 New
BDF
465
Black Diamond Financial
Maryland
$5.36M +$802K +5,617 +18%
MPW
466
MA Private Wealth
California
$5.28M -$24.6K -172 -0.5%
CBFP
467
Cedar Brook Financial Partners
Ohio
$5.27M +$782K +5,473 +18%
ACP
468
Aveo Capital Partners
Colorado
$5.18M +$527K +3,693 +12%
GWM
469
Gray Wealth Management
Maine
$5.17M +$53.1K +372 +1%
WAM
470
Weinberger Asset Management
California
$5.16M +$5.01M +35,077 New
AL
471
Aspiriant LLC
California
$5.14M -$83.3K -583 -2%
AWM
472
Apollon Wealth Management
South Carolina
$5.12M +$466K +3,260 +10%
HHRDM
473
H&H Retirement Design & Management
Nevada
$5.11M +$5.2M +36,401 New
NEWAS
474
N.E.W. Advisory Services
Wisconsin
$5.1M -$71.4K -500 -1%
EA
475
Emerald Advisors
Washington
$5.06M +$343K +2,404 +8%
17 18
19
20 21