We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1551
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$933K – – –
CAM
1552
Capital Asset Management
Colorado
$932K +$918K +4,879 New
GW
1553
Graetz Wealth
Michigan
$931K +$917K +4,876 New
TWA
1554
Talisman Wealth Advisors
New Jersey
$928K -$11.5K -61 -1%
CFG
1555
Compass Financial Group
Ohio
$927K +$913K +4,853 New
ACM
1556
Allred Capital Management
Texas
$926K +$77.3K +411 +9%
BWA
1557
Basecamp Wealth Advisors
Washington
$920K +$906K +4,815 New
BTWM
1558
Baker Tilly Wealth Management
Wisconsin
$914K -$172K -915 -16%
CCFCSB
1559
Cape Cod Five Cents Savings Bank
Massachusetts
$910K – – –
WW
1560
Waterfront Wealth
Kansas
$909K +$14.5K +77 +2%
WTC
1561
WhitTier Trust Company
Nevada
$909K +$460K +2,447 +112%
JGIA
1562
Jackson Grant Investment Advisers
Connecticut
$909K +$3.2K +17 +0.4%
NB
1563
Northwest Bancshares
Pennsylvania
$908K – – –
LMFP
1564
Larry Mathis Financial Planning
Arizona
$906K +$893K +4,745 New
WJWM
1565
Williams Jones Wealth Management
New York
$906K +$78.6K +418 +10%
GWANC
1566
Guardian Wealth Advisors (North Carolina)
North Carolina
$906K -$63.4K -337 -7%
IFPL
1567
Investments & Financial Planning LLC
Kentucky
$904K -$529K -2,810 -37%
DP
1568
Dearborn Partners
Illinois
$903K – – –
EC
1569
Estate Counselors
Wisconsin
$903K -$129K -684 -13%
MJFG
1570
Mars Jewett Financial Group
Washington
$901K +$819K +4,355 New
CAG
1571
Curtis Advisory Group
California
$901K -$17.3K -92 -2%
CWA
1572
Continuum Wealth Advisors
New York
$901K -$19.8K -105 -2%
SAM
1573
Smith Asset Management
Florida
$898K +$127K +674 +17%
CA
1574
CWC Advisors
Oregon
$896K +$51.7K +275 +6%
HCM
1575
Howland Capital Management
Massachusetts
$896K -$752K -4,000 -46%
61 62
63
64 65