VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RP
1351
Rowlandmiller & Partners
Georgia
$271K – – –
AGA
1352
Arkos Global Advisors
Texas
$271K -$29.6K -210 -9%
SAM
1353
Stringer Asset Management
Tennessee
$270K -$5.22K -37 -2%
PMG
1354
Private Management Group
California
$270K +$51.5K +365 +22%
TNB
1355
Thomasville National Bank
Georgia
$269K – – –
FFM
1356
Forum Financial Management
Illinois
$269K +$34.1K +242 +13%
ACA
1357
Aptus Capital Advisors
Alabama
$269K +$57.6K +408 +25%
B
1358
Brightworth
Georgia
$269K +$288K +2,039 New
SAM
1359
S.A. Mason
Michigan
$268K – – –
GWS
1360
Glassman Wealth Services
Virginia
$268K +$4.37K +31 +2%
AP
1361
Appleton Partners
Massachusetts
$267K +$31K +220 +12%
HT
1362
Heritage Trust
Oklahoma
$266K – – –
PGAM
1363
Princeton Global Asset Management
New Jersey
$264K – – –
TWM
1364
Trevian Wealth Management
Massachusetts
$264K +$62.1K +440 +28%
WCM
1365
Washington Capital Management
Washington
$264K +$282K +2,000 New
DSC
1366
Duncker Streett & Co
Missouri
$263K – – –
IIA
1367
IPG Investment Advisors
California
$262K +$71.4K +506 +34%
HP
1368
HT Partners
Connecticut
$260K – – –
WQ
1369
Wealth Quarterback
New Jersey
$259K +$277K +1,962 New
TCM
1370
Telos Capital Management
California
$258K -$6.63K -47 -2%
TWP
1371
TFO Wealth Partners
Ohio
$258K +$270K +1,916 +5,042%
EBT
1372
Enterprise Bank & Trust
Massachusetts
$256K – – –
CWM
1373
Calamos Wealth Management
Illinois
$254K +$42.9K +304 +19%
FWA
1374
FSM Wealth Advisors
Ohio
$253K +$259K +1,837 New
BSWA
1375
Bromfield Sneider Wealth Advisors
Massachusetts
$252K – – –