We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
726
Triangle Securities Wealth Management
North Carolina
$329K +$105K +956 +35%
OWA
727
Outlook Wealth Advisors
Texas
$327K -$1.34M -12,171 -77%
RSWM
728
Robertson Stephens Wealth Management
California
$327K +$402K +3,667 New
IC
729
InterOcean Capital
Illinois
$323K -$300K -2,738 -43%
IWP
730
Icon Wealth Partners
Texas
$321K -$1.03M -9,365 -72%
NF
731
Nikulski Financial
Iowa
$320K -$30.9K -282 -7%
PWM
732
PRW Wealth Management
Massachusetts
$320K +$395K +3,597 New
TAM
733
Townsend Asset Management
North Carolina
$319K +$12.3K +112 +3%
HTC
734
Haverford Trust Company
Pennsylvania
$315K -$24.9K -227 -6%
NCM
735
Narwhal Capital Management
Georgia
$312K -$71.4K -651 -16%
WS
736
Wedbush Securities
California
$312K +$1.1K +10 +0.3%
CMBA
737
C.M. Bidwell & Associates
Hawaii
$311K -$216K -1,971 -36%
WF
738
WoodTrust Financial
Wisconsin
$310K -$162K -1,480 -30%
NIC
739
Northwest Investment Counselors
Oregon
$309K -$46K -419 -11%
Fisher Asset Management
740
Fisher Asset Management
Washington
$308K -$250K -2,275 -40%
RHBC
741
R.H. Bluestein & Co
Michigan
$308K -$30.2K -275 -7%
WWM
742
Windsor Wealth Management
Indiana
$307K -$4.94K -45 -1%
CA
743
Continuum Advisory
Idaho
$306K +$6.36K +58 +2%
NFG
744
NewFocus Financial Group
Washington
$305K -$77.7K -708 -17%
LPT
745
Legacy Private Trust
Wisconsin
$305K -$30.2K -275 -7%
WAS
746
Wealth Advisory Solutions
Indiana
$304K +$375K +3,416 New
BST
747
Bath Savings Trust
Maine
$301K +$50.6K +461 +16%
BC
748
Brinker Capital
Pennsylvania
$299K +$72.2K +658 +24%
VM
749
VPR Management
Texas
$298K
AACR
750
ACR Alpine Capital Research
Missouri
$295K +$123K +1,121 +51%