We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
151
Pure Financial Advisors
California
$11.2M -$285K -2,708 -3%
CB
152
Chemical Bank
Michigan
$11.2M +$26.6K +253 +0.2%
AIS
153
American Investment Services
Massachusetts
$11M +$88.1K +837 +0.8%
OCG
154
Opus Capital Group
Ohio
$10.9M +$30K +285 +0.3%
Cerity Partners
155
Cerity Partners
New York
$10.8M -$8.63M -81,933 -45%
WPW
156
Waldron Private Wealth
Pennsylvania
$10.5M +$2.45M +23,269 +32%
Cetera Investment Advisers
157
Cetera Investment Advisers
Illinois
$10.4M +$514K +4,880 +5%
BHWM
158
Bay Harbor Wealth Management
Maryland
$10.2M +$613K +5,821 +7%
WAAG
159
Wealth Alliance Advisory Group
Kansas
$10.2M +$1.72M +16,380 +21%
AI
160
Atria Investments
North Carolina
$10.1M +$3.63M +34,500 +58%
RRC
161
Relaxing Retirement Coach
Massachusetts
$9.96M -$444K -4,213 -4%
CFC
162
Coyle Financial Counsel
Illinois
$9.96M -$154K -1,466 -2%
MPM
163
Meritage Portfolio Management
Kansas
$9.76M -$27.8M -264,095 -74%
SWM
164
Segment Wealth Management
Texas
$9.64M +$1.57M +14,890 +20%
MCM
165
Manchester Capital Management
Vermont
$9.59M +$755K +7,167 +9%
Brown Advisory
166
Brown Advisory
Maryland
$9.56M +$1.25M +11,859 +15%
CPA
167
Capital Planning Advisors
California
$9.44M -$310K -2,942 -3%
Lido Advisors
168
Lido Advisors
California
$9.32M +$3.37M +32,030 +59%
AAS
169
Avantax Advisory Services
Texas
$9.11M +$848K +8,054 +11%
MFG
170
Magnus Financial Group
New York
$8.98M +$840K +7,980 +11%
SAM
171
Stringer Asset Management
Tennessee
$8.86M -$1.47M -13,996 -15%
EPM
172
Elm Partners Management
Pennsylvania
$8.85M +$4.89M +46,405 +129%
ACS
173
Archford Capital Strategies
Illinois
$8.82M -$401K -3,810 -4%
SWM
174
SVA Wealth Management
Wisconsin
$8.77M -$248K -2,355 -3%
PA
175
Planning Alternatives
Michigan
$8.63M -$185K -1,755 -2%