Ascent Wealth Partners LLC boosted its position in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 3.4% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 83,710 shares of the company’s stock after buying an additional 2,774 shares during the […]

HF Advisory Group LLC reduced its position in SPDR S&P Capital Markets ETF (NYSEARCA:KCE – Free Report) by 4.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 3,014 shares of the company’s stock after selling 127 shares during the quarter. HF Advisory Group LLC […]

Walkner Condon Financial Advisors LLC grew its position in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 10.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 408,367 shares of the company’s stock after purchasing an additional 37,786 shares during the […]

M&G Plc cut its holdings in ONEOK, Inc. (NYSE:OKE – Free Report) by 1.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 907,575 shares of the utilities provider’s stock after selling 14,296 shares during the quarter. M&G Plc owned 0.16% of ONEOK worth […]

Avidian Wealth Enterprises LLC decreased its position in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) by 26.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 21,126 shares of the company’s stock after selling 7,669 shares during the period. Avidian Wealth […]

United Advisor Group LLC reduced its position in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 24.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,996 shares of the company’s stock after selling 1,317 shares during […]

Charter Oak Capital Management LLC raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 2.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 518,121 shares of the company’s stock after purchasing an additional 13,946 shares during […]

Smart Portfolios LLC lowered its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 19.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,047 shares of the company’s stock after selling 494 shares during the period. iShares Core […]

RTD Financial Advisors Inc. boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.3% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 272,046 shares of the exchange traded fund’s stock after purchasing an additional 6,155 shares […]

Benchmark Financial Wealth Advisors LLC reduced its holdings in Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 7.5% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 55,668 shares of the company’s stock after selling 4,496 shares during the period. Vanguard FTSE […]

Cary Street Partners Asset Management LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 75.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,227 shares of the company’s stock after buying an additional 528 shares during the […]

American Capital Advisory LLC lifted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 42.4% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 10,586 shares of the exchange traded fund’s stock after purchasing an additional 3,154 shares during the period. American […]

1834 Investment Advisors Co. reduced its holdings in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 11.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 45,549 shares of the exchange traded fund’s stock after selling 5,604 shares during the period. 1834 Investment Advisors […]

Avidian Wealth Enterprises LLC increased its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 4.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 253,429 shares of the exchange traded fund’s stock after buying an additional 10,765 shares during the period. iShares Core […]

American Capital Advisory LLC cut its stake in shares of Invesco S&P 500 Equal Weight ETF (NYSEARCA:RSP – Free Report) by 7.6% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 11,255 shares of the company’s stock after selling 925 shares during the quarter. […]

Concurrent Investment Advisors LLC raised its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 5.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 42,776 shares of the company’s stock after acquiring an additional 2,084 shares during the […]

Crescent Grove Advisors LLC lessened its stake in shares of iShares Core MSCI Total International Stock ETF (NASDAQ:IXUS – Free Report) by 10.5% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 55,917 shares of the company’s stock after selling 6,539 shares during the […]

Johnson Financial Group LLC cut its holdings in shares of SPDR S&P Emerging Markets SmallCap ETF (NYSEARCA:EWX – Free Report) by 29.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 97,436 shares of the company’s stock after selling 40,118 […]

RTD Financial Advisors Inc. reduced its stake in SPDR S&P 400 Mid CapGrowth ETF (NYSEARCA:MDYG – Free Report) by 8.8% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,726 shares of the company’s stock after selling 455 shares during the period. […]