We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1801
CogentBlue Wealth Advisors
Tennessee
$730K +$700K +3,351 New
VM
1802
VPR Management
Texas
$730K
MFS
1803
Miller Financial Services
Michigan
$728K +$122K +586 +21%
FPF
1804
First Pacific Financial
Washington
$724K -$18.2K -87 -3%
Luther King Capital Management (LKCM)
1805
Luther King Capital Management (LKCM)
Texas
$723K
EI
1806
EFG International
$722K -$6.06K -29 -0.9%
GEA
1807
Glen Eagle Advisors
New Jersey
$722K -$20.7K -99 -3%
IIL
1808
Insight Inv LLC
California
$721K -$79.6K -381 -10%
SIC
1809
Samalin Investment Counsel
New York
$721K -$14.8K -71 -2%
SFMG
1810
Sage Financial Management Group
Virginia
$720K
AFG
1811
Altiora Financial Group
Ohio
$719K
AWP
1812
Axis Wealth Partners
Rhode Island
$718K -$59.7K -286 -8%
JF
1813
JMN Financial
Ohio
$716K +$1.88K +9 +0.3%
CCWM
1814
Cassaday & Co Wealth Management
Virginia
$715K +$23K +110 +3%
RCA
1815
Ranch Capital Advisors
Florida
$715K -$40.9K -196 -6%
GA
1816
GSG Advisors
New Jersey
$714K +$3.34K +16 +0.5%
DP
1817
DDD Partners
Washington
$714K +$209 +1 +0%
AAS
1818
Asset Allocation Strategies
Michigan
$712K +$74.1K +355 +12%
PFG
1819
Putney Financial Group
California
$711K +$34.2K +164 +5%
CAAM
1820
Cornerstone Advisors Asset Management
Pennsylvania
$704K -$11.3K -54 -2%
NWWA
1821
New Wave Wealth Advisors
Arkansas
$704K -$2.51M -12,007 -79%
LWCFA
1822
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$702K -$6.68K -32 -1%
YWM
1823
Yoder Wealth Management
California
$701K
Kayne Anderson Rudnick Investment Management
1824
Kayne Anderson Rudnick Investment Management
California
$695K +$209 +1 +0%
BWMG
1825
Barnes Wealth Management Group
California
$694K -$21.1K -101 -3%