We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1251
Callan Capital
California
$578K +$601K +4,193 New
FNBT
1252
FineMark National Bank & Trust
Florida
$577K +$353K +2,461 +143%
LA
1253
Latitude Advisors
Florida
$577K +$41.3K +288 +7%
SWP
1254
Strategic Wealth Partners
Ohio
$577K -$24.2K -169 -4%
BLC
1255
Brown, Lisle/Cummings
Rhode Island
$576K -$7.16K -50 -1%
BEAM
1256
Baker Ellis Asset Management
Washington
$571K -$2.15K -15 -0.4%
PB
1257
Pinnacle Bancorp
Nebraska
$569K +$10.2K +71 +2%
MFS
1258
McNamara Financial Services
Massachusetts
$566K +$287 +2 +0%
LK
1259
Lumbard & Kellner
New Hampshire
$566K – – –
AFO
1260
Arrowroot Family Office
California
$566K -$6.16K -43 -1%
AACR
1261
ACR Alpine Capital Research
Missouri
$565K +$2.72K +19 +0.5%
EPWM
1262
Essex Private Wealth Management
Massachusetts
$565K +$2.01K +14 +0.3%
HIP
1263
HUB Investment Partners
Texas
$564K +$37.4K +261 +7%
HAS
1264
HBW Advisory Services
California
$563K -$17.5K -122 -3%
CCMG
1265
Clark Capital Management Group
Pennsylvania
$562K – – –
KA
1266
Klingman & Associates
New York
$562K +$139K +967 +31%
JIC
1267
Joel Isaacson & Co
New York
$560K +$75.5K +527 +15%
HH
1268
Hilltop Holdings
Texas
$559K -$46.7K -326 -7%
FPCG
1269
Fort Pitt Capital Group
Pennsylvania
$558K – – –
WB
1270
WesBanco Bank
West Virginia
$554K -$231K -1,614 -29%
OWA
1271
One Wealth Advisors
California
$553K – – –
MWM
1272
Madison Wealth Management
Ohio
$553K – – –
CAAM
1273
Cornerstone Advisors Asset Management
Pennsylvania
$552K -$1.15K -8 -0.2%
GKWIM
1274
Gerber Kawasaki Wealth & Investment Management
California
$549K +$14.5K +101 +3%
TI
1275
tru Independence
Oregon
$549K +$2.58K +18 +0.5%
49 50
51
52 53