Lutz Financial Services LLC cut its holdings in SPDR S&P MidCap 400 ETF Trust (NYSEARCA:MDY – Free Report) by 0.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,518 shares of the exchange traded fund’s stock after […]

Lutz Financial Services LLC boosted its stake in shares of SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 2.2% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 690,992 shares of the company’s stock after purchasing an additional 14,917 shares during the period. SPDR […]

Lutz Financial Services LLC reduced its position in iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report) by 0.6% during the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 122,867 shares of the company’s stock after selling 790 shares during the quarter. iShares S&P […]

Lutz Financial Services LLC trimmed its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 3.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,762 shares of the company’s stock after selling 818 shares during the period. […]

Confluence Wealth Services Inc. trimmed its stake in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 66.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,805 shares of the company’s stock after selling 11,510 shares during the period. Confluence […]

Lutz Financial Services LLC boosted its position in shares of Dimensional U.S. Core Equity 2 ETF (NYSEARCA:DFAC – Free Report) by 0.6% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 771,353 shares of the company’s stock after acquiring an additional 4,235 shares […]

BSW Wealth Partners boosted its holdings in The Charles Schwab Co. (NYSE:SCHW – Free Report) by 29.8% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 5,847 shares of the financial services provider’s stock after buying an additional 1,344 shares during […]

Private Wealth Management Group LLC lessened its holdings in Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) by 3.9% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,793 shares of the company’s stock after selling 518 shares during […]

Fernwood Investment Management LLC lowered its position in iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 11.0% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 3,423 shares of the financial services provider’s stock after selling 423 shares during the quarter. Fernwood Investment Management LLC’s holdings in iShares Biotechnology ETF were worth $498,000 at […]

Brooklyn FI LLC grew its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 2.6% in the third quarter, HoldingsChannel.com reports. The firm owned 44,567 shares of the company’s stock after acquiring an additional 1,141 shares during the period. Vanguard S&P 500 ETF accounts for approximately 8.3% of Brooklyn FI LLC’s investment portfolio, […]

Optas LLC trimmed its stake in Invesco S&P 500 Equal Weight Health Care ETF (NYSEARCA:RSPH – Free Report) by 33.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 34,107 shares of the company’s stock after selling 17,407 shares during the period. Optas […]

Private Wealth Management Group LLC reduced its stake in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 44.2% in the 3rd quarter, Holdings Channel.com reports. The firm owned 254 shares of the company’s stock after selling 201 shares during the quarter. Private Wealth Management Group LLC’s holdings in Vanguard S&P 500 ETF […]

Cardinal Strategic Wealth Guidance lifted its stake in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 1.4% during the 3rd quarter, HoldingsChannel reports. The fund owned 22,245 shares of the company’s stock after buying an additional 313 shares during the period. iShares S&P 100 ETF comprises approximately 2.0% of Cardinal Strategic Wealth Guidance’s portfolio, […]

Focus Financial Network Inc. lifted its holdings in shares of VictoryShares Core Intermediate Bond ETF (NASDAQ:UITB – Free Report) by 22.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 22,451 shares of the company’s stock after acquiring an additional 4,071 shares during […]

Fernwood Investment Management LLC boosted its holdings in iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) by 8.9% during the third quarter, HoldingsChannel reports. The fund owned 1,004 shares of the exchange traded fund’s stock after buying an additional 82 shares during the period. Fernwood Investment Management LLC’s holdings in iShares Semiconductor ETF were worth $232,000 […]