We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFS
1201
Cannon Financial Strategists
Georgia
$664K -$8.19K -59 -1%
TAM
1202
Townsend Asset Management
North Carolina
$662K -$26.4K -190 -4%
ACM
1203
Advance Capital Management
Michigan
$660K +$77.9K +561 +14%
RRC
1204
Relaxing Retirement Coach
Massachusetts
$660K +$15.3K +110 +2%
RLWM
1205
RF&L Wealth Management
Massachusetts
$659K -$11.1K -80 -2%
CAG
1206
Curtis Advisory Group
California
$657K -$40.7K -293 -6%
IFWM
1207
Institute for Wealth Management
Colorado
$654K +$556 +4 +0.1%
HR
1208
Howe & Rusling
New York
$651K +$3.89K +28 +0.6%
KSWA
1209
Kathleen S. Wright Associates
Pennsylvania
$649K +$6.94K +50 +1%
CCA
1210
Conservest Capital Advisors
Pennsylvania
$649K
AIC
1211
Archer Investment Corporation
Indiana
$644K +$202K +1,451 +47%
IAG
1212
Investmark Advisory Group
Connecticut
$643K -$6.25K -45 -1%
FTUS
1213
Flow Traders U.S.
New York
$643K +$628K +4,523 New
AMM
1214
American Money Management
California
$640K -$6.67K -48 -1%
RFP
1215
Root Financial Partners
California
$639K -$141K -1,016 -18%
GC
1216
Grimes & Company
Massachusetts
$636K +$241K +1,733 +63%
BFIM
1217
Beese Fulmer Investment Management
Ohio
$635K +$6.53K +47 +1%
SS
1218
Sunbelt Securities
Texas
$635K +$400K +2,878 +181%
FFA
1219
Founders Financial Alliance
North Carolina
$632K +$123K +887 +25%
FP
1220
Financial Perspectives
Minnesota
$630K +$143K +1,033 +30%
IWP
1221
Icon Wealth Partners
Texas
$626K +$833 +6 +0.1%
RIA
1222
RPG Investment Advisory
California
$623K -$6.39K -46 -1%
HH
1223
Hilltop Holdings
Texas
$622K +$107K +768 +21%
NCM
1224
NCM Capital Management
New Jersey
$620K
SHFA
1225
SC&H Financial Advisors
Maryland
$620K +$2.5K +18 +0.4%