We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNWWM
626
Laird Norton Wetherby Wealth Management
California
$725K
PWM
627
Paulson Wealth Management
Illinois
$723K -$51.8K -449 -7%
DT
628
Diversified Trust
Tennessee
$715K +$79K +684 +13%
MS
629
Madden Securities
Texas
$715K +$689K +5,971 New
TRCT
630
Tower Research Capital (TRC)
New York
$713K +$687K +5,949 New
BFG
631
Bouchey Financial Group
New York
$712K +$458K +3,971 +201%
GTAM
632
Global Trust Asset Management
Florida
$709K +$682K +5,912 New
WCM
633
Windsor Capital Management
Arizona
$702K +$12.4K +107 +2%
BTW
634
Boston Trust Walden
Massachusetts
$698K -$7.39K -64 -1%
GLR
635
Great Lakes Retirement
Ohio
$693K +$663K +5,743 New
WIA
636
World Investment Advisors
California
$691K +$232K +2,009 +53%
LFPWM
637
Leicht Financial Planning & Wealth Management
New Jersey
$689K -$129K -1,119 -16%
Fisher Asset Management
638
Fisher Asset Management
Washington
$687K -$18.2K -158 -3%
BIA
639
Barry Investment Advisors
Massachusetts
$687K +$398K +3,446 +151%
DWM
640
Doyle Wealth Management
Florida
$685K +$36.1K +313 +6%
WA
641
WBH Advisory
Maryland
$684K +$3.12K +27 +0.5%
BA
642
BCM Advisors
Louisiana
$672K
IWA
643
Inspirion Wealth Advisors
Illinois
$671K +$462 +4 +0.1%
MJRIC
644
Mogy Joel R Investment Counsel
California
$662K
CMBA
645
C.M. Bidwell & Associates
Hawaii
$655K -$32.1K -278 -5%
AF
646
Apexium Financial
Texas
$655K +$631K +5,469 New
MGWM
647
Marks Group Wealth Management
Minnesota
$654K +$630K +5,457 New
SBH
648
Segall Bryant & Hamill
Illinois
$650K -$65.1K -564 -9%
KP
649
Keel Point
Alabama
$650K +$4.27K +37 +0.7%
LA
650
LexAurum Advisors
Kansas
$649K -$20.8K -180 -3%