We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
501
MinichMacGregor Wealth Management
New York
$191K -$957 -10 -0.5%
Simplex Trading
502
Simplex Trading
Illinois
$191K +$190K +1,981 New
SPIA
503
Steward Partners Investment Advisory
New York
$181K -$27.9K -292 -13%
UWPG
504
Ullmann Wealth Partners Group
Florida
$180K
OCAM
505
Onex Canada Asset Management
Ontario, Canada
$174K
BEAM
506
Baker Ellis Asset Management
Washington
$173K +$191 +2 +0.1%
GEA
507
Glen Eagle Advisors
New Jersey
$172K +$121K +1,268 +247%
FFW
508
Fusion Family Wealth
New York
$171K +$10.5K +110 +7%
LNB
509
Ledyard National Bank
$169K
LWCFA
510
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$162K
CCM
511
Cribstone Capital Management
Maine
$159K
RWM
512
Raffa Wealth Management
District of Columbia
$158K +$861 +9 +0.6%
KF
513
Krilogy Financial
Missouri
$154K +$7.18K +75 +5%
LA
514
Legacy Advisors
Pennsylvania
$152K
MLFP
515
MPS Loria Financial Planners
Illinois
$143K +$140K +1,465 New
AF
516
Allworth Financial
California
$132K -$643K -6,718 -83%
ACM
517
Armbruster Capital Management
New York
$132K +$383 +4 +0.3%
FMII
518
Farmers & Merchants Investments Inc
Nebraska
$131K
IFA
519
Interactive Financial Advisors
Illinois
$123K -$31.6K -330 -21%
OC
520
Oakworth Capital
Alabama
$121K
NSIM
521
North Star Investment Management
Illinois
$110K
HCM
522
Horan Capital Management
Maryland
$107K +$107K +1,117 New
ABFS
523
Appropriate Balance Financial Services
Washington
$103K +$58.8K +614 +7%
HDIM
524
Hanson & Doremus Investment Management
Vermont
$102K
AIM
525
Advantage Investment Management
Iowa
$91K +$19.8K +207 +28%