We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1226
Strategic Wealth Partners
Ohio
$619K -$66.8K -481 -10%
ACM
1227
Allred Capital Management
Texas
$617K +$2.08K +15 +0.3%
WPW
1228
Watershed Private Wealth
Illinois
$615K – – –
CRI
1229
Colonial River Investments
Virginia
$611K -$20K -144 -3%
PFG
1230
Pacific Financial Group
Washington
$610K – – –
VCM
1231
Vigilant Capital Management
Maine
$609K – – –
PWAG
1232
Polaris Wealth Advisory Group
California
$607K +$593K +4,270 New
HW
1233
Hancock Whitney
Mississippi
$606K -$74.6K -537 -11%
RWM
1234
Rockwood Wealth Management
Pennsylvania
$606K +$36.7K +264 +7%
BONH
1235
Bank of New Hampshire
New Hampshire
$605K – – –
DA
1236
Detalus Advisors
Missouri
$604K -$3.75K -27 -0.6%
LK
1237
Lumbard & Kellner
New Hampshire
$603K – – –
BLC
1238
Brown, Lisle/Cummings
Rhode Island
$601K -$17.4K -125 -3%
BBNA
1239
Bremer Bank National Association
Minnesota
$600K – – –
PFGIA
1240
Patriot Financial Group Insurance Agency
Massachusetts
$598K -$139K -1,004 -19%
HAS
1241
HBW Advisory Services
California
$597K -$41.4K -298 -7%
1WM
1242
1900 Wealth Management
Texas
$597K -$65.6K -472 -10%
BWA
1243
BlueSky Wealth Advisors
North Carolina
$597K – – –
ANTB
1244
AMG National Trust Bank
Colorado
$596K +$1.53K +11 +0.3%
SAM
1245
Silvercrest Asset Management
New York
$596K -$108K -774 -16%
BB
1246
Busey Bank
Illinois
$595K – – –
BEAM
1247
Baker Ellis Asset Management
Washington
$590K – – –
SIG
1248
Stonegate Investment Group
Alabama
$590K +$57.2K +412 +11%
AFO
1249
Arrowroot Family Office
California
$589K -$19.3K -139 -3%
WJWM
1250
Williams Jones Wealth Management
New York
$587K +$250K +1,800 +77%
48 49
50
51 52