Edge Financial Advisors LLC purchased a new stake in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 6,242 shares of the company’s stock, valued at approximately $1,481,000. Several other institutional investors and hedge […]

Diversify Wealth Management LLC boosted its stake in Invesco Senior Loan ETF (NYSEARCA:BKLN – Free Report) by 29.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 110,517 shares of the exchange traded fund’s stock after purchasing an additional 25,163 shares […]

Highline Wealth Partners LLC purchased a new position in iShares Select Dividend ETF (NASDAQ:DVY – Free Report) during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,507 shares of the company’s stock, valued at approximately $204,000. A number of other […]

Intelligent Financial Strategies lowered its stake in shares of Avantis All Equity Markets ETF (NYSEARCA:AVGE – Free Report) by 2.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 70,436 shares of the company’s stock after selling 1,462 shares during the quarter. Avantis All Equity […]

SteelPeak Wealth LLC increased its position in shares of Blackstone Inc. (NYSE:BX – Free Report) by 0.8% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 34,247 shares of the asset manager’s stock after purchasing an additional 288 shares during the quarter. SteelPeak […]

Valmark Advisers Inc. grew its holdings in shares of iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 3.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 27,542 shares of the company’s stock after acquiring an additional 982 shares during […]

Deltec Asset Management LLC lowered its stake in shares of Mastercard Incorporated (NYSE:MA – Free Report) by 1.1% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 13,126 shares of the credit services provider’s stock after selling 147 shares during the period. Mastercard comprises about 1.3% of […]

Diversify Wealth Management LLC decreased its position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 7.1% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 89,702 shares of the company’s stock after selling […]

Pathway Financial Advisers LLC raised its holdings in shares of Blackstone Inc. (NYSE:BX – Free Report) by 15,294.1% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 236,453 shares of the asset manager’s stock after purchasing an additional 234,917 shares during […]

Great Diamond Partners LLC lessened its stake in shares of Ameriprise Financial, Inc. (NYSE:AMP – Free Report) by 10.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,034 shares of the financial services provider’s stock after selling 782 shares during the quarter. […]

Farmers & Merchants Investments Inc. trimmed its position in Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 1.8% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 3,051 shares of the company’s stock after selling 55 shares during the period. Farmers & Merchants Investments Inc.’s holdings […]

Pallas Capital Advisors LLC decreased its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 19.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 3,470 shares of the company’s stock after selling 834 shares during the quarter. Pallas Capital Advisors LLC’s […]

Pallas Capital Advisors LLC increased its holdings in Citigroup Inc. (NYSE:C – Free Report) by 3.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,291 shares of the company’s stock after buying an additional 645 shares during the quarter. Pallas Capital […]

Valmark Advisers Inc. lifted its holdings in Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 5.7% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 30,340 shares of the company’s stock after acquiring an additional 1,624 shares during the period. Valmark […]

Strategic Blueprint LLC lowered its stake in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 2.9% during the third quarter, Holdings Channel reports. The fund owned 78,975 shares of the company’s stock after selling 2,362 shares during the period. Strategic Blueprint LLC’s holdings in JPMorgan Equity Premium Income ETF were worth […]

Andina Capital Management LLC grew its holdings in Vanguard Russell 1000 Value (NASDAQ:VONV – Free Report) by 5.7% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 18,138 shares of the company’s stock after acquiring an additional 979 shares during the quarter. Vanguard Russell 1000 […]

Farmers & Merchants Investments Inc. raised its stake in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 1.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 17,481 shares of the exchange traded fund’s stock after purchasing […]

Trail Ridge Investment Advisors LLC lessened its holdings in Mastercard Incorporated (NYSE:MA – Free Report) by 0.7% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,674 shares of the credit services provider’s stock after selling 40 shares during the period. Mastercard makes up […]

Legacy Wealth Management Inc boosted its stake in shares of AT&T Inc. (NYSE:T – Free Report) by 4.5% in the third quarter, HoldingsChannel reports. The institutional investor owned 93,368 shares of the technology company’s stock after purchasing an additional 4,010 shares during the period. AT&T comprises approximately 0.1% of Legacy Wealth Management Inc’s holdings, making […]

MONECO Advisors LLC decreased its stake in shares of Vanguard Mid-Cap Growth ETF (NYSEARCA:VOT – Free Report) by 0.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 16,979 shares of the company’s stock after selling 80 shares during the […]

Nisa Investment Advisors LLC trimmed its position in Citigroup Inc. (NYSE:C – Free Report) by 3.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 479,003 shares of the company’s stock after selling 18,359 shares during the period. Nisa Investment […]

PBMares Wealth Management LLC raised its stake in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 51.1% in the third quarter, according to its most recent 13F filing with the SEC. The fund owned 201,405 shares of the company’s stock after purchasing an additional 68,107 shares during the period. Dimensional U.S. […]

PBMares Wealth Management LLC decreased its stake in shares of Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 31.5% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 3,138 shares of the exchange traded fund’s stock after selling 1,440 shares during the quarter. PBMares […]

Strategic Wealth Investment Group LLC trimmed its position in Salesforce, Inc. (NYSE:CRM – Free Report) by 9.1% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 50,862 shares of the CRM provider’s stock after selling 5,079 shares during the period. […]

Strategic Wealth Investment Group LLC reduced its position in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 25.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,979 shares of the company’s stock after selling 1,379 shares […]