We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
851
Trilogy Capital
California
$411K – – –
LWA
852
LWS Wealth Advisors
New Jersey
$410K – – –
TFM
853
TFC Financial Management
Massachusetts
$406K +$338K +3,010 +753%
SFG
854
SageGuard Financial Group
Tennessee
$406K +$382K +3,394 New
TLFA
855
True Link Financial Advisors
California
$405K +$383K +3,405 New
SWM
856
SeaCrest Wealth Management
New York
$401K +$15.7K +140 +4%
AFA
857
Atlanta Financial Associates
Georgia
$400K +$378K +3,360 New
FAM
858
Formidable Asset Management
Ohio
$399K -$80.2K -713 -18%
VM
859
VPR Management
Texas
$399K – – –
1WA
860
180 Wealth Advisors
Washington
$398K +$15.7K +140 +5%
JFA
861
JNBA Financial Advisors
Minnesota
$397K +$5.17K +46 +1%
CFS
862
Cannon Financial Strategists
Georgia
$396K +$72.3K +643 +24%
IIC
863
Ironwood Investment Counsel
Arizona
$396K – – –
HIP
864
Harrell Investment Partners
Texas
$396K +$374K +3,330 New
CA
865
Continuum Advisory
Idaho
$395K -$21.8K -194 -6%
MCC
866
Money Concepts Capital
Florida
$392K +$370K +3,295 New
RMDI
867
R.M. Davis Inc
Maine
$388K +$367K +3,265 New
CPO
868
Cerity Partners OCIO
New York
$386K +$73.9K +657 +25%
DAC
869
Dividend Assets Capital
South Carolina
$385K -$78.6K -699 -18%
KA
870
Klingman & Associates
New York
$384K -$12.9K -115 -3%
SAS
871
Stelac Advisory Services
New York
$384K – – –
GW
872
GW & Wade
Massachusetts
$381K +$52.4K +466 +17%
FP
873
Financial Perspectives
Minnesota
$381K – – –
SFG
874
SNS Financial Group
Minnesota
$376K -$32.6K -290 -8%
LFS
875
Lutz Financial Services
Nebraska
$373K -$2.14K -19 -0.6%
33 34
35
36 37