We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
UIM
2226
Unified Investment Management
Georgia
$303K – – –
S
2227
Sunpointe
Missouri
$302K – – –
SPWM
2228
Straight Path Wealth Management
Michigan
$302K – – –
FPW
2229
Fairvoy Private Wealth
Alabama
$301K -$135K -674 -31%
BTD
2230
BankPlus Trust Department
Mississippi
$301K – – –
MIC
2231
Meridian Investment Counsel
California
$301K – – –
CFGF
2232
Compass Financial Group (Florida)
Florida
$300K – – –
PWM
2233
PTM Wealth Management
United States
$299K +$1.8K +9 +0.6%
FFP
2234
FourThought Financial Partners
Florida
$299K – – –
CI
2235
Ceera Investments
Texas
$298K – – –
SI
2236
SimpliFi Inc
California
$297K -$10.4K -52 -3%
LWANC
2237
Laurel Wealth Advisors (North Carolina)
North Carolina
$296K -$150K -750 -34%
FSAG
2238
Financial Solutions Advisory Group
Illinois
$296K +$302K +1,510 New
IA
2239
IFG Advisors
Missouri
$295K -$13.8K -69 -4%
RWS
2240
Resolute Wealth Strategies
Mississippi
$295K +$1K +5 +0.3%
HTHT
2241
Hemenway Trust Hemenway Trust
New Hampshire
$294K – – –
O3W
2242
Omni 360 Wealth
New Jersey
$294K +$200 +1 +0.1%
DFA
2243
DHJJ Financial Advisors
Illinois
$294K +$51.5K +257 +21%
PIWA
2244
Prevail Innovative Wealth Advisors
Kansas
$294K – – –
SNB
2245
Security National Bank
Nebraska
$294K – – –
CL
2246
CPWA LLC
Oregon
$293K +$282K +1,408 New
AA
2247
Apriem Advisors
California
$293K – – –
LNB
2248
Ledyard National Bank
$293K – – –
5W
2249
5T Wealth
California
$290K – – –
SCA
2250
Stonebridge Capital Advisors
Minnesota
$290K +$30.6K +153 +12%
88 89
90
91 92