We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CCAL
1926
City Center Advisors LLC
Michigan
$343K +$333K +1,840 New
GWM
1927
GDS Wealth Management
Texas
$343K -$181 -1 -0.1%
FHB
1928
First Hawaiian Bank
Hawaii
$342K – – –
FFWA
1929
FRG Family Wealth Advisors
Washington
$342K – – –
LJAC
1930
L.J. Altfest & Co
New York
$342K +$362 +2 +0.1%
RP
1931
Rowlandmiller & Partners
Georgia
$342K – – –
SWM
1932
SK Wealth Management
Rhode Island
$341K +$1.63K +9 +0.5%
BI
1933
BFI Infinity
Switzerland
$339K -$65K -359 -16%
CIG
1934
Cascade Investment Group
Colorado
$339K +$1.81K +10 +0.6%
TCM
1935
Towneley Capital Management
California
$337K -$61.2K -338 -16%
DWA
1936
Delap Wealth Advisory
Oregon
$337K +$3.44K +19 +1%
AP
1937
Appleton Partners
Massachusetts
$337K -$20.8K -115 -6%
MWA
1938
Motive Wealth Advisors
Michigan
$337K – – –
CPCP
1939
Cedar Point Capital Partners
Iowa
$337K +$3.44K +19 +1%
AWP
1940
Accretive Wealth Partners
New Jersey
$336K – – –
VAM
1941
Virtue Asset Management
Illinois
$336K +$326K +1,803 New
OAS
1942
Optivise Advisory Services
Tennessee
$335K +$71K +392 +28%
AG
1943
AmeriFlex Group
Nevada
$335K -$1.26M -6,959 -80%
AFG
1944
ABLE Financial Group
Arizona
$333K – – –
WWWM
1945
White Wing Wealth Management
Texas
$333K +$2.35K +13 +0.7%
CB
1946
Cadence Bank
Mississippi
$332K +$20.8K +115 +7%
HA
1947
Harfst & Associates
Wyoming
$330K – – –
SIC
1948
Sage Investment Counsel
Tennessee
$329K +$56.1K +310 +21%
NPI
1949
New Perspectives Inc
Mississippi
$328K – – –
CI
1950
Ceera Investments
Texas
$328K – – –
76 77
78
79 80