We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ZF
551
Zhang Financial
Michigan
$4.23M +$106K +728 +3%
SWM
552
Soundmark Wealth Management
Washington
$4.22M -$39.8K -273 -0.9%
GCP
553
Gill Capital Partners
Colorado
$4.22M +$372K +2,547 +10%
SAM
554
Sawgrass Asset Management
Florida
$4.2M +$4.15M +28,425 New
CPW
555
Catalyst Private Wealth
California
$4.18M +$965K +6,613 +31%
AIM
556
AMI Investment Management
Indiana
$4.16M -$195K -1,335 -5%
ATC
557
Argent Trust Co
Tennessee
$4.15M +$480K +3,287 +13%
NFG
558
Nations Financial Group
Iowa
$4.15M +$141K +965 +4%
HIM
559
Hanlon Investment Management
New Jersey
$4.13M -$71.8K -492 -2%
TC
560
Tacita Capital
Ontario, Canada
$4.13M +$32.8K +225 +0.8%
GWMIA
561
Global Wealth Management Investment Advisory
Florida
$4.11M -$172K -1,180 -4%
WDL
562
Well Done LLC
Michigan
$4.04M -$1.6K -11 -0%
BP
563
Ballentine Partners
Massachusetts
$4M
ECG
564
Edge Capital Group
Georgia
$3.99M +$374K +2,564 +10%
AC
565
Avant Capital
Louisiana
$3.97M +$74.9K +513 +2%
HKIMG
566
Hutchens & Kramer Investment Management Group
Indiana
$3.92M +$584 +4 +0%
SFG
567
Sovereign Financial Group
Connecticut
$3.85M +$3.05M +20,930 +406%
LB
568
Leo Brokerage
Texas
$3.77M +$3.72M +25,521 New
GSWM
569
Greenup Street Wealth Management
Michigan
$3.75M +$1.05M +7,184 +39%
CAG
570
Compass Advisory Group
New York
$3.74M +$1.03M +7,055 +39%
CP
571
Camelot Portfolios
Ohio
$3.73M -$349K -2,394 -9%
Prudential Financial
572
Prudential Financial
New Jersey
$3.73M +$1.41M +9,654 +62%
CG
573
Caprock Group
Idaho
$3.72M +$2.04K +14 +0.1%
EP
574
Eudaimonia Partners
Tennessee
$3.71M +$3.67M +25,134 New
WS
575
Wedbush Securities
California
$3.71M +$334K +2,286 +10%