We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
1701
Baker Avenue Asset Management
California
$103K – – –
FCAS
1702
First Command Advisory Services
Texas
$98.9K +$103K +717 New
TWD
1703
True Wealth Design
Ohio
$98.5K +$10.9K +76 +12%
SFG
1704
Steward Financial Group
Texas
$97K – – –
PAI
1705
Pittenger & Anderson Inc
Nebraska
$93.8K – – –
PWM
1706
Provident Wealth Management
Tennessee
$88.1K -$3.73K -26 -4%
MAWA
1707
Moss Adams Wealth Advisors
Washington
$86.2K -$24.4K -170 -21%
JWM
1708
Janiczek Wealth Management
Colorado
$85K +$12.3K +86 +16%
CICI
1709
Capital Investment Counsel Inc
North Carolina
$82.1K +$85.3K +595 New
RMC
1710
Resources Management Corp
Connecticut
$78K – – –
GWM
1711
Grand Wealth Management
Michigan
$75.4K +$68.1K +475 +669%
MAM
1712
Marquette Asset Management
Minnesota
$73.7K – – –
IFS
1713
Intelligent Financial Strategies
Minnesota
$72.4K -$51.6K -360 -41%
AA
1714
AlphaMark Advisors
Kentucky
$72K -$10.7K -75 -13%
CH
1715
Canton Hathaway
Rhode Island
$71K – – –
PWMG
1716
Provence Wealth Management Group
California
$70.9K +$73.6K +514 New
LFA
1717
LGT Financial Advisors
Texas
$69.9K +$430 +3 +0.6%
CT
1718
Clearstead Trust
Maine
$69.1K +$58.2K +406 +427%
BEI
1719
Benjamin Edwards Inc
Missouri
$69K – – –
SWM
1720
Sugarloaf Wealth Management
Georgia
$67.7K +$430 +3 +0.6%
HPC
1721
HM Payson & Co
Maine
$67.6K – – –
FRA
1722
Front Row Advisors
California
$65.7K +$2.44K +17 +4%
MSFP
1723
Mark Sheptoff Financial Planning
Connecticut
$62.9K +$2.15K +15 +3%
RWM
1724
Ruedi Wealth Management
Illinois
$62.6K -$143 -1 -0.2%
RPCA
1725
Running Point Capital Advisors
California
$62.3K – – –
67 68
69
70 71