We are live on ! Find out more
VTV icon

Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
FCBT
2126
First Citizens Bank & Trust
North Carolina
$401K -$78.1K -374 -17%
CI
2127
CPR Investments
Michigan
$401K +$385K +1,842 New
B
2128
BetterWealth
California
$401K – – –
CIG
2129
Cascade Investment Group
Colorado
$401K – – –
NGA
2130
Naples Global Advisors
Florida
$400K +$1.25K +6 +0.3%
TCM
2131
Towneley Capital Management
California
$400K – – –
FHB
2132
First Hawaiian Bank
Hawaii
$400K – – –
RCA
2133
Rose Capital Advisors
Florida
$400K +$383K +1,834 New
WWG
2134
West Wealth Group
California
$400K +$383K +1,833 New
RP
2135
Rowlandmiller & Partners
Georgia
$399K – – –
CWM
2136
Centurion Wealth Management
Virginia
$399K -$11.7K -56 -3%
AA
2137
Apriem Advisors
California
$399K +$70.6K +338 +23%
TFS
2138
truNorth Financial Services
Pennsylvania
$398K – – –
DWA
2139
Delap Wealth Advisory
Oregon
$397K – – –
AIM
2140
Aspen Investment Management
Michigan
$397K – – –
MWC
2141
MKD Wealth Coaches
Michigan
$396K -$66K -316 -15%
RSWA
2142
Robinson Smith Wealth Advisors
Maine
$395K -$56.2K -269 -13%
OWCM
2143
One Wealth Capital Management
Arizona
$395K +$378K +1,811 New
WG
2144
Wellington Group
Indiana
$394K – – –
AG
2145
AmeriFlex Group
Nevada
$392K +$222K +1,062 +144%
RWC
2146
Rare Wolf Capital
Washington
$392K – – –
MFS
2147
McNamara Financial Services
Massachusetts
$391K -$15.2K -73 -4%
NFSG
2148
Newbridge Financial Services Group
Florida
$390K +$26.7K +128 +8%
LI
2149
LMCG Investments
Massachusetts
$390K +$33.6K +161 +10%
WA
2150
WealthTrust Axiom
Pennsylvania
$389K +$92.3K +442 +33%
84 85
86
87 88