Modera Wealth Management LLC reduced its position in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 0.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 315,793 shares of the company’s stock after selling 1,477 shares during the […]

Capital Advisors Ltd. LLC increased its stake in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 8.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,898 shares of the company’s stock after acquiring an additional 394 shares […]

NorthCrest Asset Manangement LLC lessened its holdings in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 3.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 40,004 shares of the company’s stock after selling 1,601 shares during the quarter. NorthCrest Asset Manangement […]

West Bancorporation Inc. decreased its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 0.8% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 15,245 shares of the exchange traded fund’s stock after selling 128 shares during the quarter. iShares […]

TCV Trust & Wealth Management Inc. raised its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 6.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,944 shares of the company’s stock after acquiring an additional 181 shares during […]

Bay Harbor Wealth Management LLC boosted its holdings in iShares Core Total USD Bond Market ETF (NASDAQ:IUSB – Free Report) by 14.1% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 591,729 shares of the company’s stock after acquiring an additional 73,003 […]

Ellis Investment Partners LLC raised its position in iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 6.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 12,852 shares of the company’s stock after acquiring an additional 794 shares during […]

Modera Wealth Management LLC lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 1.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 202,401 shares of the company’s stock after acquiring an additional 2,440 shares […]

Capital Advisors Ltd. LLC increased its position in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 1.5% in the 3rd quarter, HoldingsChannel reports. The fund owned 19,948 shares of the company’s stock after purchasing an additional 289 shares during the period. Capital Advisors Ltd. LLC’s holdings in iShares MSCI Intl Quality Factor […]

Arkadios Wealth Advisors increased its position in Vanguard Consumer Staples ETF (NYSEARCA:VDC – Free Report) by 5.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 10,921 shares of the company’s stock after buying an additional 571 shares during the period. Arkadios Wealth Advisors’ holdings in […]

Outlook Wealth Advisors LLC reduced its position in shares of SPDR Bloomberg High Yield Bond ETF (NYSEARCA:JNK – Free Report) by 42.4% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 3,368 shares of the exchange traded fund’s stock after selling 2,484 shares during the […]

Essex Financial Services Inc. raised its position in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 3.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 79,595 shares of the company’s stock after buying an additional 2,433 shares during the […]

Financial Management Professionals Inc. cut its holdings in shares of JPMorgan Income ETF (NYSEARCA:JPIE – Free Report) by 2.2% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 202,584 shares of the company’s stock after selling 4,659 shares during the quarter. JPMorgan Income ETF […]

West Bancorporation Inc. cut its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 3.6% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 105,140 shares of the company’s stock after selling 3,969 shares during the period. iShares Russell Mid-Cap ETF accounts […]

Arkadios Wealth Advisors increased its position in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 1.3% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 10,136 shares of the company’s stock after buying an additional 133 shares during the quarter. Arkadios Wealth Advisors’ holdings […]

Benedict Financial Advisors Inc. bought a new position in shares of SPDR Gold Shares (NYSEARCA:GLD – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 1,100 shares of the exchange traded fund’s stock, valued at approximately $267,000. […]

Allworth Financial LP raised its holdings in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 19.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 624,174 shares of the company’s stock after purchasing an additional 102,490 shares during the […]

Masso Torrence Wealth Management Inc. increased its holdings in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 0.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 118,222 shares of the company’s stock after buying an additional 1,024 shares during the quarter. […]

First Bank & Trust decreased its position in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 9.4% during the 3rd quarter, Holdings Channel.com reports. The fund owned 848 shares of the financial services provider’s stock after selling 88 shares during the period. First Bank & Trust’s holdings in Ameriprise Financial were worth $398,000 […]

MA Private Wealth reduced its stake in iShares MSCI USA Quality Factor ETF (BATS:QUAL – Free Report) by 14.1% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 242,284 shares of the company’s stock after selling 39,866 shares during the quarter. iShares MSCI USA Quality […]

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 […]

Mayfair Advisory Group LLC raised its holdings in Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 2.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 4,797 shares of the company’s stock after buying an additional 92 shares during the period. Mayfair Advisory […]

Strategic Investment Solutions Inc. IL increased its stake in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 20.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,483 shares of the company’s stock after purchasing an additional 597 […]

Team Financial Group LLC bought a new stake in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 4,236 shares of the company’s stock, valued at approximately $209,000. A number of other institutional […]

Outlook Wealth Advisors LLC trimmed its stake in shares of Workday, Inc. (NASDAQ:WDAY – Free Report) by 2.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,610 shares of the software maker’s stock after selling 66 shares during the […]

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 […]