We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTA
476
Washington Trust Advisors
Massachusetts
$7.4M -$137K -986 -2%
SCA
477
Snowden Capital Advisors
New York
$7.38M +$2.07M +14,876 +40%
OCPWS
478
One Charles Private Wealth Services
Massachusetts
$7.36M +$49.3K +355 +0.7%
BDF
479
Black Diamond Financial
Maryland
$7.33M +$28.6K +206 +0.4%
CIC
480
Cutler Investment Counsel
Oregon
$7.32M +$82.9K +597 +1%
PA
481
Pinnacle Associates
New York
$7.31M +$2.3M +16,583 +48%
FPAS
482
Focus Partners Advisor Solutions
Missouri
$7.25M +$289K +2,078 +4%
APG
483
Abacus Planning Group
South Carolina
$7.25M -$706K -5,084 -9%
JFG
484
JMG Financial Group
Illinois
$7.21M +$682K +4,911 +11%
AWP
485
Ascent Wealth Partners
New York
$7.2M +$261K +1,880 +4%
HWM
486
HB Wealth Management
Georgia
$7.19M +$196K +1,412 +3%
HCP
487
Hexagon Capital Partners
Arkansas
$7.11M -$290K -2,088 -4%
DP
488
Denver PWM
Colorado
$6.95M +$78.3K +564 +1%
PA
489
PFG Advisors
Arizona
$6.9M -$431K -3,101 -6%
AA
490
Axiom Advisory
California
$6.89M +$180K +1,295 +3%
IGWM
491
ICA Group Wealth Management
Colorado
$6.88M +$2.68M +19,299 +66%
OW
492
Olistico Wealth
Oklahoma
$6.84M -$197K -1,415 -3%
Vanguard Group
493
Vanguard Group
Pennsylvania
$6.79M +$2.21M +15,928 +50%
TFA
494
TPG Financial Advisors
Oregon
$6.78M +$201K +1,444 +3%
SWA
495
Sax Wealth Advisors
New Jersey
$6.77M -$833K -6,000 -11%
SWM
496
Soundmark Wealth Management
Washington
$6.75M +$796K +5,729 +14%
USCWA
497
U.S. Capital Wealth Advisors
Texas
$6.73M +$776K +5,586 +13%
KWM
498
Keebeck Wealth Management
Illinois
$6.71M -$15.7K -113 -0.2%
ITB
499
Idaho Trust Bank
Idaho
$6.66M +$6.51M +46,892 New
KCM
500
Kathmere Capital Management
Pennsylvania
$6.62M +$511K +3,678 +9%