Lyell Wealth Management LP grew its holdings in SPDR S&P Biotech ETF (NYSEARCA:XBI – Free Report) by 1.8% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 21,067 shares of the exchange traded fund’s stock after purchasing an additional 366 shares during […]

Consolidated Portfolio Review Corp lifted its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 11.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 15,416 shares of the exchange traded fund’s stock after acquiring […]

Tenon Financial LLC boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 37.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 2,761 shares of the exchange traded fund’s stock after purchasing an additional 754 shares during the […]

Global Wealth Management LLC bought a new position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 115,881 shares of the company’s stock, valued at approximately $7,222,000. iShares Core […]

Covenant Partners LLC lessened its holdings in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) by 3.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 131,345 shares of the company’s stock after selling 5,065 shares during the period. […]

Wealth Enhancement Advisory Services LLC decreased its holdings in shares of iShares Short Treasury Bond ETF (NASDAQ:SHV – Free Report) by 3.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 1,090,363 shares of the company’s stock after selling 40,873 shares […]

Allworth Financial LP grew its holdings in Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by 2.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,194,753 shares of the company’s stock after purchasing an additional 309,701 shares during the quarter. Vanguard […]

Benedict Financial Advisors Inc. raised its holdings in shares of iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 47.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 17,538 shares of the company’s stock after acquiring an additional 5,615 shares […]

Pathway Financial Advisers LLC raised its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 5.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 18,527 shares of the company’s stock after buying an additional 1,033 shares during the period. Pathway Financial Advisers […]

Strategic Investment Solutions Inc. IL increased its holdings in SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 113.8% in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor owned 263 shares of the company’s stock after buying an additional 140 shares during the quarter. Strategic Investment Solutions Inc. […]

Pettinga Financial Advisors LLC grew its holdings in Aberdeen Standard Physical Silver Shares ETF (NYSEARCA:SIVR – Free Report) by 0.2% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 138,795 shares of the company’s stock after buying an additional 325 shares during the period. […]

Outlook Wealth Advisors LLC lessened its holdings in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 8.7% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 7,440 shares of the company’s stock after selling 712 shares during the quarter. Outlook […]

Pettinga Financial Advisors LLC reduced its stake in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 1.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 75,425 shares of the company’s stock after selling 1,221 shares during […]

Convergence Financial LLC raised its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 47.1% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 30,634 shares of the exchange traded fund’s stock after purchasing an additional 9,805 shares during […]

Trueblood Wealth Management LLC increased its holdings in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 42.8% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 16,401 shares of the company’s stock after acquiring an additional 4,918 shares during […]

GHP Investment Advisors Inc. increased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 0.3% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 80,907 shares of the exchange traded fund’s stock after purchasing an additional 213 shares during […]

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. […]

Financial Management Network Inc. boosted its holdings in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – 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 106,370 shares of the exchange traded fund’s stock after purchasing an additional 5,850 shares […]

Silver Oak Securities Incorporated grew its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 48.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,858 shares of the exchange traded fund’s stock after acquiring an additional 11,643 shares […]

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 […]

Global Trust Asset Management LLC lessened its stake in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 2.1% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 41,134 shares of the company’s stock after selling 898 shares during the quarter. […]

Element Wealth LLC reduced its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 1.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 61,065 shares of the company’s stock after selling 806 shares during the […]

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 […]

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 […]

MA Private Wealth lessened its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 2.6% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 128,224 shares of the company’s stock after selling 3,372 shares during the quarter. Vanguard Intermediate-Term Bond ETF […]

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 […]

Quantitative Strategies Inc. cut its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 4.6% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 81,486 shares of the exchange traded fund’s stock after selling 3,953 shares during the period. Vanguard Real Estate […]

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 […]

Tectonic Advisors LLC lifted its stake in shares of Vanguard Total International Bond ETF (NASDAQ:BNDX – Free Report) by 4.9% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 32,289 shares of the company’s stock after purchasing an additional 1,517 shares during […]

Values First Advisors Inc. increased its stake in iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 1.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 12,378 shares of the exchange traded fund’s stock after buying an additional […]

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 […]

West Wealth Group LLC reduced its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 3.4% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 6,013 shares of the company’s stock after selling 213 shares during the quarter. […]

West Wealth Group LLC lessened its position in iShares Aaa – A Rated Corporate Bond ETF (NYSEARCA:QLTA – Free Report) by 5.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 4,926 shares of the company’s stock after selling 273 shares during the quarter. West […]

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 […]

apricus wealth LLC raised its holdings in The Southern Company (NYSE:SO – Free Report) by 2.2% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 31,290 shares of the utilities provider’s stock after buying an additional 685 shares during the period. Southern comprises approximately 1.9% […]

Dakota Wealth Management grew its holdings in iShares 1-3 Year Treasury Bond ETF (NASDAQ:SHY – Free Report) by 18.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 264,833 shares of the company’s stock after purchasing an additional 41,815 shares during […]

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 […]