Oakworth Capital Inc. boosted its position in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 1.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,092,885 shares of the company’s stock after acquiring an additional 13,188 shares during the period. […]

Rodgers & Associates LTD grew its holdings in shares of SPDR S&P Emerging Markets Dividend ETF (NYSEARCA:EDIV – Free Report) by 2.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 50,930 shares of the company’s stock after acquiring an additional 1,280 shares during the period. Rodgers & […]

RFP Financial Group LLC grew its position in shares of iShares Core MSCI Total International Stock ETF (NASDAQ:IXUS – Free Report) by 1.8% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 163,808 shares of the company’s stock after purchasing an additional 2,946 shares during […]

Telos Capital Management Inc. cut its position in SPDR S&P Biotech ETF (NYSEARCA:XBI – Free Report) by 1.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 26,106 shares of the exchange traded fund’s stock after selling 270 shares during the period. Telos Capital Management […]

Ledyard National Bank raised its stake in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 1.0% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 639,517 shares of the company’s stock after purchasing an additional 6,466 shares during the period. iShares Core […]

Calton & Associates Inc. decreased its holdings in shares of SPDR EURO STOXX 50 ETF (NYSEARCA:FEZ – Free Report) by 43.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 12,399 shares of the exchange traded fund’s stock after selling 9,545 […]

Townsend Asset Management Corp NC ADV lowered its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 1.2% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 47,401 shares of the company’s stock after […]

Courage Miller Partners LLC cut its holdings in shares of iShares Morningstar Mid-Cap Growth ETF (NYSEARCA:IMCG – Free Report) by 2.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 27,084 shares of the company’s stock after selling 708 shares […]

Cannon Financial Strategists Inc. lifted its holdings in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 92.2% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 3,941 shares of the company’s stock after purchasing an additional 1,891 shares during the quarter. Vanguard S&P 500 ETF comprises […]

1858 Wealth Management LLC reduced its position in SPDR S&P Insurance ETF (NYSEARCA:KIE – Free Report) by 1.8% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 14,459 shares of the exchange traded fund’s stock after selling 263 shares during the period. 1858 Wealth Management LLC owned 0.10% […]

Sightline Wealth Advisors LLC lowered its position in shares of iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 9.1% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,014 shares of the company’s stock after selling 201 shares during […]

Western Financial Corp CA lowered its stake in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 7.2% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 5,870 shares of the company’s stock after selling 458 shares during the period. Western Financial Corp CA’s […]

Cannon Financial Strategists Inc. decreased its stake in shares of Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 0.3% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 32,581 shares of the company’s stock after selling 84 shares during the quarter. Vanguard Small-Cap […]

Prio Wealth Limited Partnership grew its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 1.5% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 630,242 shares of the company’s stock after acquiring an additional 9,456 shares during the […]

Courage Miller Partners LLC decreased its holdings in shares of SPDR S&P 600 Small Cap Growth ETF (NYSEARCA:SLYG – Free Report) by 2.3% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 14,628 shares of the company’s stock after selling 344 […]

Castleview Partners LLC reduced its position in iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 6.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,223 shares of the exchange traded fund’s stock after selling 346 shares during the quarter. […]

Trilogy Capital Inc. grew its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.4% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 79,153 shares of the exchange traded fund’s stock after buying an additional 1,835 shares during the […]