We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1926
Cidel Asset Management
Ontario, Canada
$473K – – –
CFAM
1927
Center For Asset Management
Florida
$472K +$1.32K +7 +0.3%
SHIM
1928
Stone House Investment Management
Pennsylvania
$471K +$1.5K +8 +0.3%
OFG
1929
Opulen Financial Group
Virginia
$471K +$1.32K +7 +0.3%
WIM
1930
WealthPlan Investment Management
Nebraska
$469K +$3.39K +18 +0.7%
OC
1931
Oakworth Capital
Alabama
$467K – – –
DA
1932
Drake & Associates
Wisconsin
$467K +$144K +764 +45%
TWG
1933
The Wealth Group
Minnesota
$466K +$34.2K +182 +8%
CFG
1934
Carr Financial Group
Massachusetts
$464K -$16.7K -89 -4%
FCM
1935
Fortis Capital Management
Washington
$464K -$22.8K -121 -5%
EFN
1936
Equita Financial Network
Pennsylvania
$463K +$159K +845 +53%
GWSA
1937
Global Wealth Strategies & Associates
Colorado
$461K -$279K -1,482 -38%
BIG
1938
Brookwood Investment Group
Arizona
$460K +$2.26K +12 +0.5%
NA
1939
Nestegg Advisors
New York
$460K +$233K +1,241 +106%
B
1940
Bailard
California
$460K – – –
PAW
1941
Plan A Wealth
Nebraska
$459K +$144K +768 +47%
PWM
1942
Platt Wealth Management
California
$458K +$451K +2,400 New
MW
1943
Members Wealth
Pennsylvania
$457K +$188 +1 +0%
IIC
1944
Ironwood Investment Counsel
Arizona
$456K +$940 +5 +0.2%
DF
1945
Dunhill Financial
United Kingdom
$456K +$209K +1,111 +87%
MPWT
1946
MassMutual Private Wealth & Trust
Connecticut
$454K +$24.8K +132 +6%
JWS
1947
Juncture Wealth Strategies
Arizona
$454K – – –
AWM
1948
Able Wealth Management
New Jersey
$450K +$444K +2,358 New
BF
1949
Brooklyn FI
New York
$449K +$132K +701 +43%
SP
1950
Sequent Planning
Nebraska
$448K +$441K +2,347 New
76 77
78
79 80