Horizon Wealth Management LLC decreased its holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 14.1% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,214,781 shares of the company’s stock after selling 199,448 shares during the quarter. SPDR Portfolio S&P […]

Compass Wealth Management LLC grew its position in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 1.1% during the third quarter, Holdings Channel reports. The institutional investor owned 108,908 shares of the company’s stock after purchasing an additional 1,141 shares during the quarter. Invesco S&P 500 Equal Weight ETF accounts […]

One Wealth Advisors LLC lifted its holdings in shares of iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 5.4% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 43,694 shares of the company’s stock after acquiring an additional 2,240 shares during the […]

Patton Fund Management Inc. raised its holdings in iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 10.6% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 38,906 shares of the company’s stock after acquiring an additional 3,719 shares during the quarter. Patton Fund […]

Riversedge Advisors LLC lowered its stake in shares of Vanguard S&P Small-Cap 600 Value ETF (NYSEARCA:VIOV – Free Report) by 3.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 72,642 shares of the company’s stock after selling 2,494 shares during […]

Bfsg LLC reduced its stake in shares of Pfizer Inc. (NYSE:PFE – Free Report) by 0.8% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 273,172 shares of the biopharmaceutical company’s stock after selling 2,143 shares during the period. Pfizer makes up approximately 0.9% of Bfsg LLC’s holdings, making the stock its 26th biggest […]

Good Life Advisors LLC raised its holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 108.1% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 16,484 shares of the company’s stock after acquiring an additional 8,562 shares […]

Good Life Advisors LLC lifted its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 22.1% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,291,099 shares of the company’s stock after purchasing an additional 233,974 shares during the quarter. […]

Global Retirement Partners LLC grew its stake in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 8.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,244,520 shares of the company’s stock after purchasing an additional 175,462 shares during the […]

Cornerstone Wealth Management LLC increased its stake in Invesco S&P MidCap Quality ETF (NYSEARCA:XMHQ – Free Report) by 15.2% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 71,037 shares of the company’s stock after purchasing an additional 9,387 shares during the quarter. […]

Hengehold Capital Management LLC boosted its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 3.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 84,542 shares of the company’s stock after acquiring an additional 2,575 shares during the […]

Global Retirement Partners LLC boosted its position in shares of Invesco S&P 500 GARP ETF (NYSEARCA:SPGP – Free Report) by 1.6% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 204,685 shares of the company’s stock after buying an additional 3,208 shares during the […]

Global Retirement Partners LLC grew its holdings in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 58.6% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 60,492 shares of the company’s stock after acquiring an additional 22,347 shares during the […]

LifeSteps Financial Inc. acquired a new position in ServisFirst Bancshares, Inc. (NYSE:SFBS – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 3,000 shares of the financial services provider’s stock, valued at approximately $241,000. Several other institutional investors […]

Kaydan Wealth Management Inc. boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 11.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 3,579 shares of the company’s stock after buying an additional 371 shares during […]

Ironwood Financial llc decreased its stake in Cencora, Inc. (NYSE:COR – Free Report) by 1.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,979 shares of the company’s stock after selling 152 shares during the period. Ironwood Financial llc’s holdings in […]

FLC Capital Advisors lowered its stake in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 16.5% during the third quarter, HoldingsChannel.com reports. The firm owned 4,772 shares of the company’s stock after selling 945 shares during the period. FLC Capital Advisors’ holdings in AbbVie were worth $942,000 at the end of the most recent […]

SeaCrest Wealth Management LLC reduced its stake in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 1.0% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,031 shares of the company’s stock after selling 116 shares during the […]

Market Street Wealth Management Advisors LLC decreased its position in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 14.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,842 shares of the company’s stock after selling 1,125 […]

Cornerstone Wealth Management LLC increased its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.7% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 6,413 shares of the company’s stock after buying an additional 110 shares during the period. Cornerstone Wealth Management LLC’s […]

AAFMAA Wealth Management & Trust LLC increased its stake in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 5.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,024 shares of the business services provider’s stock after acquiring an additional 389 shares […]

Market Street Wealth Management Advisors LLC lowered its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 0.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 23,043 shares of the company’s stock after selling 175 shares during the quarter. Market Street […]

SPC Financial Inc. lifted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 7.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 51,865 shares of the exchange traded fund’s stock after purchasing an additional 3,378 shares during the […]

Market Street Wealth Management Advisors LLC lowered its position in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 11.7% during the third quarter, Holdings Channel reports. The firm owned 4,687 shares of the company’s stock after selling 623 shares during the period. Market Street Wealth Management Advisors LLC’s holdings in iShares Core S&P […]

Kaydan Wealth Management Inc. bought a new position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 1,146 shares of the company’s stock, valued at approximately $226,000. Other institutional investors and […]

Twelve Points Wealth Management LLC boosted its stake in T. Rowe Price Group, Inc. (NASDAQ:TROW – Free Report) by 10.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,452 shares of the asset manager’s stock after purchasing an additional 494 […]

Twelve Points Wealth Management LLC cut its position in SPDR Portfolio S&P 500 Growth ETF (NYSEARCA:SPYG – Free Report) by 2.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,389 shares of the company’s stock after selling 290 shares during the quarter. Twelve […]

Kaydan Wealth Management Inc. grew its holdings in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 2.1% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 59,500 shares of the company’s stock after purchasing an additional 1,211 shares during the […]

CCG Wealth Management LLC raised its position in Eli Lilly and Company (NYSE:LLY – Free Report) by 7.4% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 597 shares of the company’s stock after purchasing an additional 41 shares during the period. CCG Wealth Management […]

Proquility Private Wealth Partners LLC acquired a new stake in shares of Eli Lilly and Company (NYSE:LLY – Free Report) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,665 shares of the company’s stock, valued at approximately $1,475,000. Several other institutional […]

626 Financial LLC trimmed its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 8.0% in the third quarter, according to its most recent filing with the SEC. The firm owned 1,932 shares of the healthcare conglomerate’s stock after selling 168 shares during the period. 626 Financial LLC’s holdings in UnitedHealth Group […]

Capital Advisors Wealth Management LLC boosted its stake in AbbVie Inc. (NYSE:ABBV – Free Report) by 0.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,392 shares of the company’s stock after acquiring an additional 106 shares during the period. […]

Clearview Wealth Advisors LLC boosted its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 52.1% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 29,332 shares of the company’s stock after acquiring an additional 10,048 shares during the […]

Proquility Private Wealth Partners LLC grew its holdings in Fidelity MSCI Utilities Index ETF (NYSEARCA:FUTY – Free Report) by 24.0% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 37,489 shares of the company’s stock after acquiring an additional 7,257 shares during the quarter. Proquility […]

Griffin Asset Management Inc. lessened its stake in Bristol-Myers Squibb (NYSE:BMY – Free Report) by 3.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 79,051 shares of the biopharmaceutical company’s stock after selling 3,102 shares during the quarter. Griffin Asset […]

MN Wealth Advisors LLC raised its holdings in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 4.6% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 6,402 shares of the company’s stock after acquiring an additional 284 shares […]

McKinley Carter Wealth Services Inc. lowered its position in shares of iShares S&P Small-Cap 600 Value ETF (NYSEARCA:IJS – Free Report) by 3.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 30,066 shares of the company’s stock after selling 1,086 shares during […]

PCG Wealth Advisors LLC boosted its position in First Trust Senior Loan ETF (NASDAQ:FTSL – Free Report) by 5.0% in the third quarter, Holdings Channel.com reports. The firm owned 39,544 shares of the company’s stock after buying an additional 1,891 shares during the quarter. PCG Wealth Advisors LLC’s holdings in First Trust Senior Loan ETF […]

Peoples Financial Services CORP. reduced its position in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 8.1% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 20,481 shares of the biopharmaceutical company’s stock after selling 1,802 shares during the quarter. Peoples […]

Regent Peak Wealth Advisors LLC grew its holdings in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 5.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 265,070 shares of the company’s stock after acquiring an additional […]

Regent Peak Wealth Advisors LLC reduced its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 4.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 58,046 shares of the company’s stock after selling 2,592 shares during the […]

McKinley Carter Wealth Services Inc. lessened its holdings in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 0.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 98,304 shares of the company’s stock after selling 684 shares […]

Proquility Private Wealth Partners LLC decreased its holdings in SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 12.9% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 4,749 shares of the company’s stock after selling 706 shares during the quarter. Proquility Private Wealth Partners LLC’s holdings in SPDR Portfolio S&P 500 Value […]

PFG Advisors lessened its position in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 5.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 9,915 shares of the healthcare conglomerate’s stock after selling 534 shares during the period. PFG […]

Investments & Financial Planning LLC boosted its stake in shares of Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 3.9% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 30,516 shares of the company’s stock after purchasing an additional 1,145 shares during the period. Vanguard Intermediate-Term […]

Sunpointe LLC raised its stake in shares of Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO – Free Report) by 18.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,482 shares of the company’s stock after acquiring an additional 699 shares during […]