We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
APP
476
Avantax Planning Partners
Iowa
$838K +$1.26K +12 +0.2%
ACM
477
Allred Capital Management
Texas
$833K -$61.7K -586 -7%
MWM
478
Meridian Wealth Management
Kentucky
$832K +$814K +7,734 New
NB
479
Northwest Bancshares
Pennsylvania
$826K
TCM
480
Tradition Capital Management
New Jersey
$819K -$49.4K -469 -6%
PWM
481
Paulson Wealth Management
Illinois
$817K -$53.9K -512 -6%
FIM
482
Frontier Investment Management
Texas
$814K -$2.63K -25 -0.3%
WAP
483
Wealthcare Advisory Partners
Pennsylvania
$810K +$86.3K +820 +12%
WWM
484
Western Wealth Management
Colorado
$800K -$171K -1,623 -18%
NFG
485
Nations Financial Group
Iowa
$800K
LFAS
486
Level Four Advisory Services
Texas
$799K -$142K -1,352 -15%
CIC
487
Cutler Investment Counsel
Oregon
$790K +$109K +1,034 +16%
GT
488
Greenleaf Trust
Michigan
$775K +$167K +1,587 +28%
DWM
489
Dakota Wealth Management
Florida
$769K -$35.6K -338 -5%
FA
490
FCG Advisors
New Jersey
$766K +$12.3K +117 +2%
KTC
491
Kistler-Tiffany Companies
Pennsylvania
$765K +$4.21K +40 +0.6%
IWP
492
Icon Wealth Partners
Texas
$761K -$105 -1 -0%
AWA
493
Alaska Wealth Advisors
Alaska
$761K +$58.2K +553 +8%
Financial Engines Advisors
494
Financial Engines Advisors
California
$753K -$42K -399 -5%
RIL
495
Rothschild Investment LLC
Illinois
$748K +$732K +6,950 New
OIA
496
OneDigital Investment Advisors
Kansas
$741K -$767K -7,283 -51%
CJA
497
C-J Advisory
California
$741K
LWM
498
Liberty Wealth Management
California
$734K -$22K -209 -3%
NB
499
Nicolet Bankshares
Wisconsin
$726K +$48.5K +461 +7%
GSWM
500
Golden State Wealth Management
California
$719K +$703K +6,678 New