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 […]

Horizon Wealth Management LLC acquired a new position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) in the 3rd quarter, Holdings Channel reports. The institutional investor acquired 16,512 shares of the company’s stock, valued at approximately $3,256,000. iShares S&P 500 Value ETF accounts for 0.6% of Horizon Wealth Management LLC’s holdings, making the […]

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 […]

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. […]

Rockwood Wealth Management LLC grew its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 13.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 18,187 shares of the company’s stock after purchasing an additional 2,167 shares during the period. […]

Global Retirement Partners LLC grew its stake in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 855.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 59,531 shares of the company’s stock after acquiring an additional 53,303 shares during the period. Global Retirement Partners […]

SeaCrest Wealth Management LLC increased its stake in Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC – Free Report) by 19.1% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 5,269 shares of the company’s stock after purchasing an additional 845 shares during the period. SeaCrest Wealth […]

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 […]

Hengehold Capital Management LLC increased its stake in Vanguard Mega Cap Growth ETF (NYSEARCA:MGK – Free Report) by 0.4% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 165,834 shares of the company’s stock after purchasing an additional 710 shares during the quarter. Vanguard Mega […]

Kowal Investment Group LLC lessened its holdings in Fidelity MSCI Health Care Index ETF (NYSEARCA:FHLC – Free Report) by 0.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,342 shares of the company’s stock after selling 215 shares during […]

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 […]

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 […]

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 […]

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 […]

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 […]

SeaCrest Wealth Management LLC boosted its position in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 43.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,751 shares of the company’s stock after buying an additional […]

Capstone Wealth Management Group LLC boosted its stake in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 4.9% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 25,777 shares of the company’s stock after buying an additional 1,196 shares during […]

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 […]

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 […]

Peoples Financial Services CORP. trimmed its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 3.7% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,836 shares of the company’s stock after selling 70 shares during the period. Peoples Financial Services […]

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 […]

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 […]

Peoples Financial Services CORP. lessened its position in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 1.2% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 13,953 shares of the exchange traded fund’s stock after selling 164 shares during the quarter. Peoples […]

SeaCrest Wealth Management LLC grew its holdings in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 4.2% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 14,575 shares of the company’s stock after purchasing an additional 582 […]