We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
751
Alexandria Capital
Virginia
$353K -$64.9K -661 -16%
NWS
752
Newport Wealth Strategies
California
$353K +$16.7K +170 +5%
NCM
753
Narwhal Capital Management
Georgia
$349K – – –
PB
754
Pinnacle Bancorp
Nebraska
$348K +$89.9K +916 +36%
AF
755
Allworth Financial
California
$344K -$24.4M -248,531 -99%
CIC
756
Carnegie Investment Counsel
Ohio
$344K -$28.9K -295 -8%
1WA
757
180 Wealth Advisors
Washington
$343K -$3.34K -34 -1%
WWM
758
Windsor Wealth Management
Indiana
$343K – – –
GCA
759
Gradient Capital Advisors
California
$342K -$116K -1,183 -26%
CMBA
760
C.M. Bidwell & Associates
Hawaii
$341K -$6.57K -67 -2%
LPT
761
Legacy Private Trust
Wisconsin
$341K – – –
LWA
762
LWS Wealth Advisors
New Jersey
$339K -$152K -1,545 -31%
IFAM
763
Institutional & Family Asset Management
Colorado
$338K -$33.8K -344 -9%
CCA
764
Checchi Capital Advisers
California
$337K +$16.4K +167 +5%
IIC
765
Ironwood Investment Counsel
Arizona
$336K +$97.2K +991 +42%
ESB
766
Essex Savings Bank
Connecticut
$334K -$450K -4,584 -58%
VM
767
VPR Management
Texas
$334K – – –
FANJ
768
Financial Architects (New Jersey)
New Jersey
$334K +$88.6K +903 +37%
AIFAIM
769
American Institute for Advanced Investment Management
Arizona
$333K +$4.91K +50 +2%
BWA
770
Beam Wealth Advisors
Louisiana
$333K +$40.4K +412 +14%
KA
771
Klingman & Associates
New York
$332K +$64.3K +655 +24%
LC
772
Lincoln Capital
Nebraska
$326K +$15K +153 +5%
TF
773
TimeScale Financial
Massachusetts
$323K -$105K -1,075 -25%
PWM
774
PBMares Wealth Management
Virginia
$322K -$2.45K -25 -0.8%
WAG
775
Winthrop Advisory Group
Massachusetts
$321K -$4.22K -43 -1%
29 30
31
32 33