VTV icon

Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
1751
Walden Wealth Partners
Ohio
$257K – – –
CFP
1752
Catalyst Financial Partners
Massachusetts
$257K -$32.4K -203 -11%
HA
1753
Harfst & Associates
Wyoming
$257K – – –
SRSA
1754
S.R. Schill & Associates
Washington
$257K – – –
RBC
1755
Romano Brothers & Co
Illinois
$256K – – –
EWM
1756
EPG Wealth Management
Georgia
$254K -$265K -1,656 Closed
PIM
1757
Pullen Investment Management
Florida
$254K – – –
FPCG
1758
Forum Private Client Group
Indiana
$254K +$42.5K +266 +20%
PWMAG
1759
Pinnacle Wealth Management Advisory Group
New Jersey
$254K +$24.5K +153 +11%
WFA
1760
West Financial Advisors
Iowa
$253K +$62K +388 +33%
AWM
1761
Abound Wealth Management
Tennessee
$252K -$36.6K -229 -13%
GWSA
1762
Global Wealth Strategies & Associates
Colorado
$252K – – –
WG
1763
Welch Group
Alabama
$252K – – –
AIP
1764
Ameritas Investment Partners
Nebraska
$251K +$1.6K +10 +0.6%
TCM
1765
Telos Capital Management
California
$250K -$30.4K -190 -11%
DCM
1766
Dimension Capital Management
Florida
$249K – – –
TWC
1767
TD Waterhouse Canada
Ontario, Canada
$248K -$148K -925 -37%
BTWM
1768
Brass Tax Wealth Management
Ohio
$247K +$246K +1,542 New
DA
1769
Drake & Associates
Wisconsin
$247K +$246K +1,542 New
AFAS
1770
Acorn Financial Advisory Services
Virginia
$246K -$8.47K -53 -3%
O3W
1771
Omni 360 Wealth
New Jersey
$246K +$245K +1,532 New
SCA
1772
Stuart Chaussee & Associates
California
$245K – – –
KAM
1773
Kraft Asset Management
Tennessee
$244K +$244K +1,524 New
N
1774
Natixis
France
$244K -$1.28K -8 -0.5%
MAA
1775
Matrix Asset Advisors
New York
$244K +$26.7K +167 +12%
69 70
71
72 73