Concord Wealth Partners boosted its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 2.7% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,748 shares of the exchange traded fund’s stock after purchasing an additional 100 shares during the quarter. […]

TCI Wealth Advisors Inc. grew its holdings in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 3.6% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,111 shares of the exchange traded fund’s stock after acquiring an additional 108 shares during […]

Leuthold Group LLC lessened its holdings in iShares International Treasury Bond ETF (NASDAQ:IGOV – Free Report) by 1.6% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 394,614 shares of the company’s stock after selling 6,560 shares during the quarter. iShares International Treasury Bond ETF […]

Vima LLC lessened its stake in SPDR S&P Bank ETF (NYSEARCA:KBE – Free Report) by 4.4% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 11,352 shares of the exchange traded fund’s stock after selling 522 shares during the quarter. SPDR S&P Bank ETF […]

Ellis Investment Partners LLC cut its holdings in Vanguard Intermediate-Term Corporate Bond ETF (NASDAQ:VCIT – Free Report) by 5.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 2,420 shares of the company’s stock after selling 150 shares during the period. Ellis Investment Partners LLC’s holdings […]

J.W. Cole Advisors Inc. decreased its position in shares of iShares MSCI EAFE Growth ETF (BATS:EFG – Free Report) by 2.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 26,854 shares of the company’s stock after selling 678 shares during the period. J.W. […]

Goldstein Advisors LLC cut its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 5.3% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,172 shares of the company’s stock after selling 177 shares during the quarter. Goldstein Advisors […]

Smith Salley Wealth Management grew its position in Invesco QQQ (NASDAQ:QQQ – Free Report) by 28.9% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,843 shares of the exchange traded fund’s stock after acquiring an additional 637 shares during the period. Smith […]

Bay Harbor Wealth Management LLC lowered its stake in Vanguard Mortgage-Backed Securities ETF (NASDAQ:VMBS – Free Report) by 1.1% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 147,912 shares of the exchange traded fund’s stock after selling 1,592 shares during the quarter. […]

Bristlecone Advisors LLC trimmed its position in SPDR S&P Biotech ETF (NYSEARCA:XBI – Free Report) by 1.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 19,953 shares of the exchange traded fund’s stock after selling 220 shares during the […]

Ellis Investment Partners LLC cut its holdings in Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV – Free Report) by 1.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 54,184 shares of the company’s stock after selling 703 shares during the quarter. Invesco S&P 500 […]

Kavar Capital Partners Group LLC lessened its holdings in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 6.1% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 28,710 shares of the company’s stock after selling 1,850 shares during the period. Kavar Capital Partners Group LLC’s holdings […]

MCF Advisors LLC cut its holdings in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 0.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 460,777 shares of the company’s stock after selling 2,944 shares during the period. iShares Core […]

Montz Harcus Wealth Management LLC grew its stake in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by 9.6% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 4,751 shares of the company’s stock after purchasing an additional 418 shares during the period. Montz […]

Motiv8 Investments LLC increased its stake in shares of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT – Free Report) by 15.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 39,367 shares of the exchange traded fund’s stock after purchasing […]

Pointe Capital Management LLC lifted its stake in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) by 5.3% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 40,921 shares of the company’s stock after purchasing an additional 2,061 shares during the quarter. iShares MSCI […]

Montz Harcus Wealth Management LLC increased its stake in SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 12.4% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 383,474 shares of the company’s stock after purchasing an additional 42,283 shares during the […]

Bristlecone Advisors LLC lifted its stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 1.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 64,689 shares of the company’s stock after acquiring an additional 1,042 shares during the period. Vanguard […]

Bay Harbor Wealth Management LLC decreased its stake in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 7.3% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 98,130 shares of the company’s stock after selling 7,781 shares during the quarter. Vanguard […]

Fortune Financial Advisors LLC lowered its position in shares of iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 8.0% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 19,138 shares of the company’s stock after selling 1,668 shares during the quarter. Fortune […]

Modera Wealth Management LLC raised its holdings in shares of iShares Core S&P U.S. Value ETF (NASDAQ:IUSV – Free Report) by 0.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 976,239 shares of the company’s stock after buying […]

Motiv8 Investments LLC decreased its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 14.7% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,583 shares of the company’s stock after selling 444 shares during the quarter. Motiv8 Investments LLC’s […]

OMNI 360 Wealth Inc. raised its holdings in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 15.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 20,420 shares of the company’s stock after acquiring an additional 2,692 shares during the quarter. iShares […]