LS Investment Advisors LLC decreased its holdings in shares of iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 8.3% in the third quarter, HoldingsChannel reports. The fund owned 4,942 shares of the company’s stock after selling 450 shares during the quarter. LS Investment Advisors LLC’s holdings in iShares Select Dividend ETF were worth $668,000 […]

Stone Point Wealth LLC cut its stake in shares of Invesco Preferred ETF (NYSEARCA:PGX – Free Report) by 4.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 22,650 shares of the company’s stock after selling 1,125 shares during the quarter. Stone Point Wealth LLC’s […]

Smith Thornton Advisors LLC boosted its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 4.2% during the third quarter, Holdings Channel.com reports. The institutional investor owned 4,956 shares of the company’s stock after acquiring an additional 200 shares during the period. Smith Thornton Advisors LLC’s holdings in JPMorgan Equity Premium Income […]

Tandem Investment Advisors Inc. cut its stake in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 1.7% in the third quarter, Holdings Channel.com reports. The fund owned 39,797 shares of the business services provider’s stock after selling 693 shares during the period. Tandem Investment Advisors Inc.’s holdings in Fiserv were worth $7,150,000 at the […]

Cozad Asset Management Inc. reduced its holdings in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 12.5% during the third quarter, Holdings Channel reports. The fund owned 5,708 shares of the exchange traded fund’s stock after selling 813 shares during the period. Cozad Asset Management Inc.’s holdings in Vanguard Real Estate ETF […]

Tandem Investment Advisors Inc. lessened its stake in Accenture plc (NYSE:ACN – Free Report) by 0.6% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 245,672 shares of the information technology services provider’s stock after selling 1,569 shares during the period. Accenture accounts for […]

Baugh & Associates LLC reduced its position in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 6.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 740 shares of the exchange traded fund’s stock after selling 50 shares […]

Droms Strauss Advisors Inc. MO ADV increased its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 9.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 2,642 shares of the company’s stock after buying an additional 232 […]

Advisors Management Group Inc. ADV raised its holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 40.0% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,439 shares of the company’s stock after acquiring an additional 697 shares during the quarter. […]

Graypoint LLC grew its stake in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 1.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 22,789 shares of the company’s stock after purchasing an additional 265 shares during the period. Graypoint LLC’s […]

Hara Capital LLC purchased a new position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 1,085 shares of the company’s stock, valued at approximately $189,000. Several other institutional investors have also recently […]

Marks Group Wealth Management Inc acquired a new stake in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm acquired 1,748 shares of the exchange traded fund’s stock, valued at approximately […]

Advisor Resource Council acquired a new position in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 3,605 shares of the company’s stock, valued at approximately $855,000. Several other large investors have also recently modified […]

Advisors Management Group Inc. ADV boosted its stake in shares of Honeywell International Inc. (NASDAQ:HON – Free Report) by 10.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 25,317 shares of the conglomerate’s stock after buying an additional 2,316 shares during the quarter. […]

Beacon Financial Advisory LLC bought a new stake in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 825 shares of the company’s stock, valued at approximately $217,000. Other institutional investors and hedge funds have also bought […]

Blake Schutter Theil Wealth Advisors LLC bought a new stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 1,173 shares of the company’s stock, valued at approximately $309,000. Several other hedge […]

Forte Capital LLC ADV lessened its holdings in shares of Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 13.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 9,911 shares of the company’s stock after selling 1,506 shares during […]

Forte Capital LLC ADV reduced its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 18.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 7,154 shares of the company’s stock after selling 1,567 shares during the quarter. Forte Capital LLC ADV’s holdings in […]

HF Advisory Group LLC lessened its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 19.7% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,663 shares of the company’s stock after selling 408 shares during the period. HF […]

M&G Plc decreased its stake in Onsemi (NASDAQ:ON – Free Report) by 0.7% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 735,073 shares of the semiconductor company’s stock after selling 5,493 shares during the period. M&G Plc owned approximately 0.17% of […]

M&G Plc trimmed its stake in shares of Bristol-Myers Squibb (NYSE:BMY – Free Report) by 5.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 9,183,928 shares of the biopharmaceutical company’s stock after selling 567,099 shares during the quarter. Bristol-Myers Squibb accounts for 2.4% […]

GGM Financials LLC increased its stake in shares of PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 19.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,690 shares of the company’s stock after purchasing an additional 589 shares during the quarter. GGM Financials […]

Vickerman Investment Advisors Inc. boosted its holdings in shares of Vanguard Materials ETF (NYSEARCA:VAW – Free Report) by 2.5% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 23,596 shares of the company’s stock after buying an additional 579 shares during the quarter. Vanguard Materials […]