We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
501
Liberty Wealth Management
California
$688K +$740K +7,031 New
FA
502
FCG Advisors
New Jersey
$686K +$133K +1,269 +22%
RTS
503
Round Table Services
New Jersey
$680K +$730K +6,944 New
ATC
504
Argent Trust Co
Tennessee
$678K +$20.6K +196 +3%
COI
505
Capital One Investing
Virginia
$677K +$727K +6,915 New
LNWWM
506
Laird Norton Wetherby Wealth Management
California
$667K
CJA
507
C-J Advisory
California
$667K +$105 +1 +0%
FWM
508
Focused Wealth Management
New York
$664K +$167K +1,590 +31%
WAP
509
Wealthcare Advisory Partners
Pennsylvania
$657K -$73.8K -702 -9%
Wealthfront Advisers
510
Wealthfront Advisers
California
$655K +$704K +6,692 New
DY
511
Dowling & Yahnke
California
$654K +$36.4K +346 +6%
TNB
512
Thomasville National Bank
Georgia
$650K -$118K -1,126 -15%
FNC
513
First National Corp
Massachusetts
$648K +$696K +6,616 New
WA
514
WBH Advisory
Maryland
$641K +$4.94K +47 +0.7%
SBH
515
Segall Bryant & Hamill
Illinois
$641K +$73.6K +700 +12%
CAM
516
Crestone Asset Management
Colorado
$638K +$685K +6,512 New
AWA
517
Alaska Wealth Advisors
Alaska
$638K +$685K +6,513 New
PGFC
518
Peapack-Gladstone Financial Corp
New Jersey
$636K +$266K +2,533 +64%
MA
519
Mutual Advisors
Nebraska
$633K +$80.7K +767 +13%
DBRC
520
D.B. Root & Company
Pennsylvania
$626K -$49.5K -471 -7%
BP
521
Broadleaf Partners
Ohio
$620K -$3.05K -29 -0.5%
CIC
522
Cutler Investment Counsel
Oregon
$618K -$631 -6 -0.1%
FFG
523
Frisch Financial Group
New York
$618K +$663K +6,308 New
MJRIC
524
Mogy Joel R Investment Counsel
California
$617K -$5.26K -50 -0.8%
NB
525
Nicolet Bankshares
Wisconsin
$616K -$178K -1,690 -21%