We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
501
Cutler Investment Counsel
Oregon
$354K +$68K +633 +23%
EFS
502
Essex Financial Services
Connecticut
$354K +$369K +3,433 New
DAS
503
Dynamic Advisor Solutions
Arizona
$353K +$367K +3,421 New
LFS
504
Lutz Financial Services
Nebraska
$345K +$20.9K +195 +6%
FNBT
505
FineMark National Bank & Trust
Florida
$345K +$359K +3,347 New
NCM
506
Narwhal Capital Management
Georgia
$340K – – –
FNT
507
First National Trust
Pennsylvania
$339K -$247K -2,299 -41%
TWA
508
TCI Wealth Advisors
Arizona
$339K -$18.7K -174 -5%
SFG
509
SNS Financial Group
Minnesota
$333K -$35.9K -334 -9%
HPC
510
HM Payson & Co
Maine
$332K +$48.3K +450 +16%
PMFA
511
Plante Moran Financial Advisors
Michigan
$329K -$2.9K -27 -0.8%
WAG
512
Winthrop Advisory Group
Massachusetts
$326K +$27.7K +258 +9%
FG
513
Fiduciary Group
Georgia
$326K +$99.9K +931 +42%
PAS
514
Partnervest Advisory Services
California
$324K +$337K +3,140 New
RFA
515
Reilly Financial Advisors
California
$323K -$39.9K -372 -11%
NF
516
Nikulski Financial
Iowa
$321K +$88.6K +825 +36%
PCM
517
Poehling Capital Management
Wisconsin
$320K – – –
CWM
518
Connecticut Wealth Management
Connecticut
$319K +$644 +6 +0.2%
LPT
519
Legacy Private Trust
Wisconsin
$318K -$39.7K -370 -11%
BWM
520
Bernicke Wealth Management
Wisconsin
$306K -$1.46M -13,579 -82%
MSR
521
Main Street Research
Connecticut
$306K +$318K +2,964 New
TF
522
Tompkins Financial
New York
$304K -$70.9K -660 -18%
MCM
523
MAI Capital Management
Ohio
$304K +$44.6K +415 +16%
SS
524
Sunbelt Securities
Texas
$304K +$82.9K +772 +36%
F
525
Filament
Washington
$303K – – –
19 20
21
22 23