Lyell Wealth Management LP grew its holdings in SPDR S&P Biotech ETF (NYSEARCA:XBI – Free Report) by 1.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 21,067 shares of the exchange traded fund’s stock after purchasing an additional 366 shares during […]

Outlook Wealth Advisors LLC grew its stake in shares of Innovator U.S. Equity Power Buffer ETF – July (BATS:PJUL – Free Report) by 120.4% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 72,187 shares of the company’s stock after acquiring an additional […]

Allworth Financial LP grew its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 2.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,194,753 shares of the company’s stock after purchasing an additional 309,701 shares during the quarter. Vanguard […]

Outlook Wealth Advisors LLC lessened its holdings in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 8.7% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 7,440 shares of the company’s stock after selling 712 shares during the quarter. Outlook […]

Pettinga Financial Advisors LLC reduced its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 1.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 75,425 shares of the company’s stock after selling 1,221 shares during […]

Team Financial Group LLC grew its stake in shares of SPDR Gold MiniShares Trust (NYSEARCA:GLDM – Free Report) by 5.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 73,327 shares of the company’s stock after purchasing an additional 3,806 shares during the quarter. SPDR […]

Pettinga Financial Advisors LLC lifted its position in iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 15.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 3,955 shares of the company’s stock after buying an additional 521 shares during the period. […]

Pettinga Financial Advisors LLC grew its position in shares of iShares U.S. Equity Factor ETF (NYSEARCA:LRGF – Free Report) by 1.3% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 456,738 shares of the company’s stock after purchasing an additional 5,719 shares […]

Massachusetts Wealth Management cut its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 1.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 26,820 shares of the company’s stock after selling 455 shares during the quarter. Massachusetts Wealth […]

MA Private Wealth lessened its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 2.6% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 128,224 shares of the company’s stock after selling 3,372 shares during the quarter. Vanguard Intermediate-Term Bond ETF […]

Quantitative Strategies Inc. cut its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 4.6% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 81,486 shares of the exchange traded fund’s stock after selling 3,953 shares during the period. Vanguard Real Estate […]

Tectonic Advisors LLC lifted its stake in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 4.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 32,289 shares of the company’s stock after purchasing an additional 1,517 shares during […]

Global Trust Asset Management LLC lessened its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 2.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 41,134 shares of the company’s stock after selling 898 shares during the quarter. […]

Financial Guidance Group Inc. decreased its stake in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 10.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 30,041 shares of the company’s stock after selling 3,404 shares during the quarter. […]

HT Partners LLC grew its position in Vanguard Long-Term Bond ETF (NYSEARCA:BLV – Free Report) by 13.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 20,637 shares of the company’s stock after purchasing an additional 2,415 shares during the […]

HT Partners LLC raised its position in shares of Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 2.6% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 17,376 shares of the exchange traded fund’s stock after acquiring an additional 439 shares during […]

Klaas Financial Asset Advisors LLC increased its position in iShares ESG Aware MSCI USA ETF (NASDAQ:ESGU – Free Report) by 0.6% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 57,045 shares of the company’s stock after buying an additional 315 shares during the period. iShares ESG […]

Values First Advisors Inc. increased its stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 1.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,378 shares of the exchange traded fund’s stock after buying an additional […]

Cambridge Advisors Inc. lifted its holdings in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 0.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 112,702 shares of the company’s stock after purchasing an additional 639 shares during the […]

Financial Architects LLC increased its position in Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 1.8% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 274,585 shares of the company’s stock after purchasing an additional 4,830 shares during the period. Vanguard Total International Bond ETF […]

Dakota Wealth Management grew its holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 18.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 264,833 shares of the company’s stock after purchasing an additional 41,815 shares during […]

Klaas Financial Asset Advisors LLC grew its stake in shares of iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 1.1% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 281,173 shares of the company’s stock after buying an additional 2,979 shares during […]