We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HR
601
Howe & Rusling
New York
$483K +$48.8K +447 +11%
DOA
602
D'Orazio & Associates
Virginia
$482K
SWM
603
SeaCrest Wealth Management
New York
$476K +$42.5K +389 +10%
MCM
604
MAI Capital Management
Ohio
$473K +$6.66K +61 +1%
RW
605
REDW Wealth
New Mexico
$469K +$52.1K +477 +13%
NFG
606
NewFocus Financial Group
Washington
$468K -$64.2K -588 -12%
IFWM
607
Institute for Wealth Management
Colorado
$468K +$34.6K +317 +8%
DW
608
Domani Wealth
Pennsylvania
$467K
Wealth Enhancement Advisory Services
609
Wealth Enhancement Advisory Services
Minnesota
$461K +$445K +4,075 New
BBNA
610
Bremer Bank National Association
Minnesota
$454K
TWA
611
TCI Wealth Advisors
Arizona
$453K -$2.84K -26 -0.6%
FPCG
612
Fort Pitt Capital Group
Pennsylvania
$449K +$442K +4,049 New
NCM
613
Narwhal Capital Management
Georgia
$447K
LPT
614
Legacy Private Trust
Wisconsin
$446K -$5.89K -54 -1%
WA
615
WP Advisors
California
$446K +$2.73K +25 +0.6%
BBHC
616
Brown Brothers Harriman & Co
New York
$440K +$104K +955 +32%
CWP
617
Capital Wealth Planning
Florida
$439K +$432K +3,954 New
Fisher Asset Management
618
Fisher Asset Management
Washington
$434K +$111K +1,020 +35%
SIC
619
Sigma Investment Counselors
Michigan
$434K +$190K +1,739 +80%
NG
620
Northstar Group
New York
$431K +$87.4K +801 +26%
GIA
621
Gladstone Institutional Advisory
Florida
$428K -$17.4K -159 -4%
BWM
622
Buckley Wealth Management
Nevada
$424K +$418K +3,826 New
IF
623
Ironwood Financial
Arizona
$422K
SWA
624
Stratos Wealth Advisors
Ohio
$421K +$414K +3,794 New
PAMG
625
Patton Albertson Miller Group
Tennessee
$421K +$421K +3,857 New