We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
176
Koshinski Asset Management
Illinois
$38M +$3.8M +27,081 +11%
EWA
177
Exencial Wealth Advisors
Oklahoma
$37.6M -$1.72M -12,231 -4%
FDCDDQ
178
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.9M +$241K +1,721 +0.6%
CSPAM
179
Cary Street Partners Asset Management
Virginia
$36.7M +$1.61M +11,481 +5%
PFA
180
Pathway Financial Advisors
Vermont
$36.6M -$15.6K -111 -0%
SEIA
181
Signature Estate & Investment Advisors
California
$36.3M +$1.55M +11,076 +4%
CA
182
Crane Advisory
California
$36.1M +$9.26M +66,011 +34%
BL
183
Balentine LLC
Georgia
$36M -$11.6M -82,848 -24%
VVP
184
Venture Visionary Partners
Ohio
$36M +$3.93M +28,023 +12%
AWE
185
Avidian Wealth Enterprises
Texas
$35.9M +$15.2M +108,482 +72%
SCI
186
Stableford Capital II
Arizona
$35.8M +$35.7M +254,691 New
ACA
187
Affinity Capital Advisors
California
$35M -$2.4M -17,125 -6%
MMA
188
Miracle Mile Advisors
California
$33.9M -$2.3M -16,361 -6%
BSW
189
Buckingham Strategic Wealth
Missouri
$33.2M
JCM
190
Jacobsen Capital Management
Utah
$33.1M +$3.41M +24,313 +11%
BWFA
191
Baltimore-Washington Financial Advisors
Maryland
$32.8M -$246K -1,752 -0.7%
3LCM
192
3D/L Capital Management
Connecticut
$32.4M -$1.1M -7,833 -3%
Citadel Advisors
193
Citadel Advisors
Florida
$32M +$31.1M +221,781 +2,182%
GG
194
Gleason Group
Kentucky
$31.9M +$1.69M +12,046 +6%
SIA
195
Schechter Investment Advisors
Michigan
$31.5M +$2.45M +17,479 +8%
SL
196
Systelligence LLC
Minnesota
$31.4M +$596K +4,250 +2%
FC
197
Forte Capital
New York
$31.2M +$1.66M +11,856 +6%
PPP
198
Private Portfolio Partners
New Jersey
$31M +$315K +2,245 +1%
LGA
199
Lebenthal Global Advisors
New York
$30.9M +$2.72M +19,352 +9%
AWM
200
Angeles Wealth Management
California
$30.7M -$627K -4,470 -2%