DORCHESTER WEALTH MANAGEMENT Co raised its stake in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 8.7% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 2,065 shares of the exchange traded fund’s stock after purchasing an additional 165 shares during the period. DORCHESTER WEALTH […]

Northland Capital Management LLC lessened its stake in shares of Vanguard ESG U.S. Corporate Bond ETF (BATS:VCEB – Free Report) by 1.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 35,714 shares of the company’s stock after selling 697 […]

Tanager Wealth Management LLP grew its position in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.2% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 365,823 shares of the company’s stock after purchasing an additional 4,226 shares during the quarter. […]

Commonwealth Financial Services LLC lifted its position in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 9.7% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 46,388 shares of the company’s stock after purchasing an additional 4,108 shares during the […]

CENTRAL TRUST Co grew its stake in iShares 0-3 Month Treasury Bond ETF (NYSEARCA:SGOV – Free Report) by 2.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 89,764 shares of the company’s stock after buying an additional 2,487 […]

BTS Asset Management Inc. reduced its stake in shares of iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG – Free Report) by 37.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,546 shares of the exchange traded […]

SimpliFi Inc. increased its position in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 10.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 19,872 shares of the exchange traded fund’s stock after acquiring an additional 1,814 shares during the period. […]

Romano Brothers AND Company decreased its holdings in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 2.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 5,864 shares of the company’s stock after selling 139 shares during the period. Romano Brothers […]

Yoder Wealth Management Inc. reduced its stake in shares of iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 8.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 4,515 shares of the exchange traded fund’s stock after selling 400 shares during the […]

Hennion & Walsh Asset Management Inc. decreased its holdings in shares of Invesco Municipal Opportunity Trust (NYSE:VMO – Free Report) by 0.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,504,422 shares of the investment management company’s stock after […]

Guidance Capital Inc. lessened its holdings in iShares Treasury Floating Rate Bond ETF (NYSEARCA:TFLO – Free Report) by 35.4% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 22,709 shares of the company’s stock after selling 12,418 shares during the period. Guidance Capital Inc.’s holdings in iShares […]

Rebalance LLC boosted its holdings in shares of Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS – Free Report) by 15.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 184,687 shares of the company’s stock after buying an additional 24,686 […]

Blossom Wealth Management increased its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 3.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,810 shares of the company’s stock after acquiring an additional 101 shares during the period. […]

Courier Capital LLC grew its position in Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 20.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 73,084 shares of the company’s stock after purchasing an additional 12,232 shares during the quarter. Courier […]

Marietta Wealth Management LLC boosted its holdings in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 2.8% during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 63,840 shares of the company’s stock after acquiring an additional 1,749 shares during the quarter. […]

Marietta Wealth Management LLC boosted its position in shares of Vanguard Small-Cap ETF (NYSEARCA:VB – Free Report) by 4.0% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 82,833 shares of the company’s stock after purchasing an additional 3,208 shares during the period. Vanguard Small-Cap […]

Marietta Wealth Management LLC increased its stake in shares of Invesco BulletShares 2028 Corporate Bond ETF (NASDAQ:BSCS – Free Report) by 1.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 291,845 shares of the company’s stock after acquiring an additional […]

ODonnell Financial Services LLC boosted its position in Pacer Trendpilot 100 ETF (NASDAQ:PTNQ – Free Report) by 2.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 212,795 shares of the company’s stock after buying an additional 4,496 shares during the period. […]

Sterling Investment Counsel LLC lowered its stake in shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF – Free Report) by 0.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,575 shares of the exchange traded fund’s stock after selling 38 shares […]

Waldron Private Wealth LLC trimmed its position in Vanguard Small-Cap Value ETF (NYSEARCA:VBR – Free Report) by 4.8% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 172,343 shares of the company’s stock after selling 8,768 shares during the period. Vanguard Small-Cap Value ETF accounts for about […]

Waldron Private Wealth LLC trimmed its holdings in iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) by 4.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 80,114 shares of the exchange traded fund’s stock after selling 3,894 shares […]

Foundry Financial Group Inc. grew its holdings in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) by 2.4% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 97,929 shares of the exchange traded fund’s stock after purchasing an additional […]

David Kennon Inc grew its position in shares of iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 2.2% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,632 shares of the exchange traded fund’s stock after purchasing an additional 140 shares during […]

My Legacy Advisors LLC boosted its holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 7.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 10,254 shares of the company’s stock after buying an additional 693 shares during the […]