We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MAA
801
Matrix Asset Advisors
New York
$5.02M +$1.02M +5,432 +26%
TWM
802
Troutman Wealth Management
Pennsylvania
$5.01M +$4.93M +26,206 New
IFG
803
Independent Financial Group
California
$4.99M +$538K +2,862 +12%
CA
804
Continuum Advisory
Idaho
$4.99M +$124K +661 +3%
BPW
805
BlueDoor Private Wealth
Massachusetts
$4.99M +$4.91M +26,106 New
CPW
806
Catalyst Private Wealth
California
$4.96M -$104K -554 -2%
RFP
807
Root Financial Partners
California
$4.92M +$918K +4,883 +23%
CF
808
Calder Financial
Pennsylvania
$4.85M +$4.78M +25,410 New
RCAG
809
Rehmann Capital Advisory Group
Michigan
$4.85M +$10.5K +56 +0.2%
BAM
810
Beaumont Asset Management
Texas
$4.84M -$868K -4,612 -15%
BC
811
Barrett & Company
Rhode Island
$4.84M -$121K -643 -2%
AAA
812
American Alpha Advisors
New York
$4.81M +$563K +2,991 +13%
JBC
813
Jefferson Bridge Capital
Tennessee
$4.81M +$4.74M +25,179 New
Empower Advisory Group
814
Empower Advisory Group
Colorado
$4.8M +$422K +2,243 +10%
BIP
815
Blueprint Investment Partners
North Carolina
$4.79M -$1.11M -5,908 -19%
EWA
816
Emergent Wealth Advisors
New York
$4.79M +$368K +1,954 +8%
IVP
817
Intrinsic Value Partners
Arizona
$4.75M +$248K +1,320 +6%
IAA
818
Ironsides Asset Advisors
North Carolina
$4.74M -$23.5K -125 -0.5%
AIM
819
Acropolis Investment Management
Missouri
$4.74M +$74.5K +396 +2%
COCM
820
Charter Oak Capital Management
New Hampshire
$4.73M +$71.5K +380 +2%
WA
821
WBH Advisory
Maryland
$4.73M -$755K -4,016 -14%
VIA
822
Victrix Investment Advisors
Florida
$4.73M +$4.66M +24,766 New
LF
823
LifeSteps Financial
California
$4.73M +$74.1K +394 +2%
MCC
824
Money Concepts Capital
Florida
$4.71M -$343K -1,825 -7%
SA
825
Sonoma Allocations
California
$4.7M +$355K +1,889 +9%