We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
2076
Denver PWM
Colorado
$384K – – –
TWA
2077
Trace Wealth Advisors
California
$383K – – –
SWM
2078
SK Wealth Management
Rhode Island
$382K +$52.1K +260 +16%
RWA
2079
Redhawk Wealth Advisors
Minnesota
$381K -$13.4K -67 -3%
SAM
2080
Secure Asset Management
Michigan
$381K +$134K +667 +52%
MMCM
2081
Murphy & Mullick Capital Management
New York
$380K -$15K -75 -4%
NWM
2082
Northcape Wealth Management
New York
$380K -$119K -595 -24%
MF
2083
Montis Financial
Massachusetts
$380K +$387K +1,935 New
VA
2084
Vident Advisory
Georgia
$379K +$17.6K +88 +5%
EP
2085
Essential Planning
New Hampshire
$379K – – –
SIAP
2086
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$377K +$601 +3 +0.2%
AP
2087
Appleton Partners
Massachusetts
$377K -$7.61K -38 -2%
AA
2088
Ascent Advisors
Minnesota
$377K +$384K +1,920 New
CISOA
2089
Capital Investment Services of America
Wisconsin
$375K – – –
BCM
2090
Boreal Capital Management
Florida
$375K – – –
WCL
2091
Wealth Care LLC
Florida
$374K +$382K +1,907 New
MSG
2092
Main Street Group
Virginia
$374K +$46.5K +232 +14%
FCIM
2093
Fairview Capital Investment Management
California
$373K -$25K -125 -6%
TWM
2094
Tanager Wealth Management
United Kingdom
$373K +$380K +1,900 New
TA
2095
Tactive Advisors
Florida
$373K +$8.81K +44 +2%
MWM
2096
Marion Wealth Management
Pennsylvania
$372K – – –
CCAL
2097
City Center Advisors LLC
Michigan
$372K +$10.8K +54 +3%
SW
2098
SVB Wealth
Massachusetts
$371K -$190K -951 -33%
EFP
2099
EnRich Financial Partners
Wisconsin
$371K – – –
FFG
2100
Fortress Financial Group
Minnesota
$371K +$400 +2 +0.1%
82 83
84
85 86