Woodard & Co. Asset Management Group Inc. ADV grew its holdings in Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 3.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,626 shares of the company’s stock after acquiring an additional 169 […]

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 […]

Global Trust Asset Management LLC acquired a new position in shares of iShares 10-20 Year Treasury Bond ETF (NYSEARCA:TLH – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 2,850 shares of the company’s stock, valued at approximately $312,000. […]

Dakota Wealth Management decreased its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 17.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 203,856 shares of the company’s stock after selling 43,159 shares during the period. Vanguard Value ETF comprises […]

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 […]

Silver Oak Securities Incorporated boosted its position in shares of Invesco Dorsey Wright Industrials Momentum ETF (NASDAQ:PRN – Free Report) by 82.8% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 14,845 shares of the company’s stock after purchasing an additional 6,724 shares during […]

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 […]

Walker Asset Management LLC decreased its position in shares of Invesco S&P 500 Equal Weight Energy ETF (NYSEARCA:RSPG – Free Report) by 2.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,373 shares of the company’s stock after selling 147 shares […]

Walker Asset Management LLC decreased its position in Invesco S&P 500 Equal Weight Technology ETF (NYSEARCA:RSPT – Free Report) by 3.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 86,065 shares of the company’s stock after selling 3,235 shares during the […]

Capital Investment Counsel Inc increased its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 16.8% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 770 shares of the company’s stock after buying an additional 111 shares during the […]

DORCHESTER WEALTH MANAGEMENT Co raised its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 8.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 2,065 shares of the exchange traded fund’s stock after purchasing an additional 165 shares during the period. DORCHESTER WEALTH […]

Keene & Associates Inc. increased its stake in PepsiCo, Inc. (NASDAQ:PEP – Free Report) by 0.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 19,097 shares of the company’s stock after buying an additional 156 shares during the period. PepsiCo comprises […]

International Assets Investment Management LLC lifted its holdings in shares of Humana Inc. (NYSE:HUM – Free Report) by 261,025.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 738,984 shares of the insurance provider’s stock after purchasing an additional 738,701 shares during the […]

Impact Partnership Wealth LLC bought a new position in shares of First Trust SMID Cap Rising Dividend Archievers ETF (NASDAQ:SDVY – Free Report) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 12,517 shares of the company’s stock, valued at approximately $455,000. Several other large investors have […]

Rogco LP lessened its stake in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) by 12.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,674 shares of the company’s stock after selling 536 shares during the period. Rogco LP’s holdings […]

Impact Partnership Wealth LLC boosted its position in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 52.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 446,854 shares of the company’s stock after buying an additional 153,563 shares […]

Yoder Wealth Management Inc. raised its holdings in shares of Fidelity MSCI Industrials Index ETF (NYSEARCA:FIDU – Free Report) by 5.5% during the third quarter, HoldingsChannel.com reports. The firm owned 57,581 shares of the company’s stock after buying an additional 3,000 shares during the period. Fidelity MSCI Industrials Index ETF accounts for 2.5% of Yoder […]

Yoder Wealth Management Inc. lessened its holdings in shares of Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 1.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 71,874 shares of the company’s stock after selling 714 shares during […]

Coho Partners Ltd. lowered its stake in Colgate-Palmolive (NYSE:CL – Free Report) by 23.0% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 138,305 shares of the company’s stock after selling 41,405 shares during the period. Colgate-Palmolive makes up 0.5% of Coho Partners Ltd.’s holdings, making […]

Index Fund Advisors Inc. raised its holdings in Vanguard Mid-Cap Value ETF (NYSEARCA:VOE – Free Report) by 6.1% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 13,301 shares of the company’s stock after purchasing an additional 767 shares during the period. Vanguard Mid-Cap […]

GUNN & Co INVESTMENT MANAGEMENT INC. lessened its holdings in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 89.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 9,795 shares of the exchange traded fund’s stock after selling 80,089 shares during the quarter. […]

McAdam LLC grew its stake in SPDR Portfolio Emerging Markets ETF (NYSEARCA:SPEM – Free Report) by 0.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 77,000 shares of the company’s stock after acquiring an additional 597 shares during the period. McAdam […]

McAdam LLC lessened its stake in Invesco S&P 500 Top 50 ETF (NYSEARCA:XLG – Free Report) by 15.9% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 56,137 shares of the company’s stock after selling 10,640 shares during the quarter. McAdam LLC owned […]

McAdam LLC decreased its position in shares of Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) by 11.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 1,367,778 shares of the company’s stock after selling 169,938 shares during the period. Schwab […]

PSI Advisors LLC boosted its stake in Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO – Free Report) by 23.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 16,858 shares of the company’s stock after buying an additional 3,169 shares during the quarter. PSI Advisors LLC […]

Northland Capital Management LLC lessened its stake in shares of Vanguard ESG U.S. Corporate Bond ETF (BATS:VCEB – Free Report) by 1.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 35,714 shares of the company’s stock after selling 697 […]

YHB Investment Advisors Inc. raised its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 0.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,966 shares of the company’s stock after acquiring an additional 197 shares during […]

YHB Investment Advisors Inc. reduced its holdings in Morningstar, Inc. (NASDAQ:MORN – Free Report) by 4.7% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 12,965 shares of the business services provider’s stock after selling 633 shares during the quarter. YHB Investment Advisors Inc.’s […]

Beese Fulmer Investment Management Inc. grew its stake in iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 3.1% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,490 shares of the exchange traded fund’s stock after purchasing an additional 75 shares […]

Courier Capital LLC cut its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 2.6% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 10,348 shares of the company’s stock after selling 275 shares during the period. Courier Capital LLC’s holdings in iShares […]