MRA Advisory Group lifted its position in shares of Alphabet Inc. (NASDAQ:GOOGL – Free Report) by 509.3% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 10,065 shares of the information services provider’s stock after buying an additional 8,413 shares during […]

MRA Advisory Group cut its position in Walmart Inc. (NASDAQ:WMT – Free Report) by 39.1% in the third quarter, HoldingsChannel.com reports. The firm owned 12,094 shares of the retailer’s stock after selling 7,771 shares during the period. MRA Advisory Group’s holdings in Walmart were worth $1,257,000 as of its most recent SEC filing. Other hedge […]

MRA Advisory Group lessened its position in Altria Group, Inc. (NYSE:MO – Free Report) by 71.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,390 shares of the company’s stock after selling 20,809 shares during the quarter. MRA Advisory […]

MRA Advisory Group lessened its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 80.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 3,463 shares of the network equipment provider’s stock after selling 14,474 shares during the period. MRA Advisory Group’s holdings in […]

S.E.E.D. Planning Group LLC decreased its holdings in shares of CBRE Group, Inc. (NYSE:CBRE – Free Report) by 3.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 103,393 shares of the financial services provider’s stock after selling 4,116 shares during […]

Kwmg LLC lifted its position in shares of iShares Short Treasury Bond ETF (NYSE:SHV – Free Report) by 6.6% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 140,701 shares of the company’s stock after purchasing an additional 8,754 shares during the quarter. Kwmg LLC’s holdings in iShares Short Treasury Bond ETF were […]

North Point Portfolio Managers Corp OH reduced its position in BlackRock (NYSE:BLK – Free Report) by 3.8% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 15,960 shares of the asset manager’s stock after selling 636 shares during the quarter. BlackRock comprises about 3.1% of North Point Portfolio […]

S.E.E.D. Planning Group LLC purchased a new stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 16,828 shares of the Internet television network’s stock, valued at approximately $1,171,000. Other large investors have also recently […]

PFW Advisors LLC trimmed its position in iShares Russell 1000 Value ETF (NYSEARCA:IWD – Free Report) by 3.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 105,963 shares of the exchange traded fund’s stock after selling 3,941 shares during the period. […]

S.E.E.D. Planning Group LLC raised its holdings in Walmart Inc. (NASDAQ:WMT – Free Report) by 59.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 18,455 shares of the retailer’s stock after buying an additional 6,903 shares during the quarter. S.E.E.D. Planning Group LLC’s holdings […]

Pathway Financial Advisors LLC increased its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 13.1% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 598,055 shares of the company’s stock after buying an additional 69,342 shares during the […]

Kwmg LLC boosted its position in iShares 0-5 Year TIPS Bond ETF (NYSEARCA:STIP – Free Report) by 6.7% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 192,237 shares of the company’s stock after purchasing an additional 12,096 shares during the period. iShares 0-5 Year TIPS Bond ETF […]

Great Waters Wealth Management lowered its position in shares of iShares Russell 2000 ETF (NYSEARCA:IWM – Free Report) by 11.8% in the third quarter, HoldingsChannel.com reports. The firm owned 64,266 shares of the exchange traded fund’s stock after selling 8,584 shares during the quarter. iShares Russell 2000 ETF comprises 1.6% of Great Waters Wealth Management’s […]

SigFig Wealth Management LLC raised its position in iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 3.6% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,329,530 shares of the company’s stock after purchasing an additional 45,665 shares […]

North Point Portfolio Managers Corp OH lessened its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 18.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 93,102 shares of the Internet television network’s stock after selling 21,264 shares during the period. North […]

Matrix Trust Co decreased its position in shares of iShares Ultra Short-Term Bond Active ETF (BATS:ICSH – Free Report) by 67.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 12,426 shares of the company’s stock after selling 25,539 shares during the […]

SigFig Wealth Management LLC grew its holdings in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 226.8% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 6,835,181 shares of the company’s stock after buying an additional 4,743,566 shares during the quarter. Schwab […]

Kwmg LLC increased its stake in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 7.7% in the 3rd quarter, Holdings Channel reports. The firm owned 313,400 shares of the company’s stock after buying an additional 22,419 shares during the period. Vanguard Short-Term Corporate Bond ETF accounts for approximately 1.8% of Kwmg […]

Weaver Consulting Group bought a new stake in iShares Global 100 ETF (NYSEARCA:IOO – Free Report) during the third quarter, HoldingsChannel reports. The institutional investor bought 5,014 shares of the company’s stock, valued at approximately $722,000. A number of other hedge funds and other institutional investors have also modified their holdings of the company. Nalls […]

MRA Advisory Group purchased a new position in shares of Vanguard Consumer Staples ETF (NYSEARCA:VDC – Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 30,215 shares of the company’s stock, valued at approximately $6,593,000. Vanguard Consumer Staples […]

Lake Hills Wealth Management LLC decreased its holdings in iShares Semiconductor ETF (NASDAQ:SOXX – Free Report) by 18.5% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 12,218 shares of the exchange traded fund’s stock after selling 2,778 shares during the quarter. iShares Semiconductor ETF […]

Pathway Financial Advisors LLC boosted its stake in Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 4.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 1,257,347 shares of the company’s stock after buying an additional 57,758 shares during the quarter. Vanguard Growth ETF makes […]

Bank of New Hampshire increased its stake in Schwab 5-10 Year Corporate Bond ETF (NYSEARCA:SCHI – Free Report) by 37.2% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 339,304 shares of the company’s stock after buying an additional 92,015 shares during the quarter. […]

Worth Asset Management LLC raised its holdings in shares of Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 59.1% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 58,178 shares of the company’s stock after acquiring an additional 21,602 shares during the […]

Pathway Financial Advisors LLC lowered its position in shares of iShares Global Materials ETF (NYSEARCA:MXI – Free Report) by 10.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 165,886 shares of the company’s stock after selling 19,942 shares during the quarter. iShares Global Materials […]

Kwmg LLC lessened its position in shares of iShares Short Maturity Municipal Bond Active ETF (BATS:MEAR – Free Report) by 47.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 14,611 shares of the company’s stock after selling 13,138 shares […]

SigFig Wealth Management LLC purchased a new stake in Schwab 1000 Index ETF (NYSEARCA:SCHK – Free Report) in the third quarter, HoldingsChannel.com reports. The firm purchased 35,740 shares of the company’s stock, valued at approximately $1,310,000. A number of other large investors have also modified their holdings of SCHK. Wescott Financial Advisory Group LLC purchased […]

Worth Asset Management LLC grew its stake in Fidelity Enhanced Mid Cap ETF (NYSEARCA:FMDE – Free Report) by 51.4% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 55,284 shares of the company’s stock after buying an additional 18,776 shares during the […]

Asempa Wealth Advisors bought a new stake in iShares Russell Mid-Cap Growth ETF (NYSEARCA:IWP – Free Report) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 7,705 shares of the company’s stock, valued at approximately $1,076,000. Other hedge funds and other […]

SigFig Wealth Management LLC purchased a new stake in Invesco RAFI Emerging Markets ETF (NYSEARCA:PXH – Free Report) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 105,583 shares of the company’s stock, valued at approximately $3,069,000. Several other hedge funds also recently added […]

Pathway Financial Advisors LLC trimmed its stake in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 85.3% in the third quarter, Holdings Channel reports. The fund owned 3,406 shares of the exchange traded fund’s stock after selling 19,706 shares during the period. Pathway Financial Advisors LLC’s holdings in Vanguard Information Technology ETF […]

SigFig Wealth Management LLC grew its stake in shares of SPDR Portfolio High Yield Bond ETF (NYSEARCA:SPHY – Free Report) by 15.2% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 303,575 shares of the company’s stock after acquiring an additional 39,963 shares […]

MRA Advisory Group raised its stake in shares of Vanguard Emerging Markets Government Bond ETF (NASDAQ:VWOB – Free Report) by 31.9% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 114,604 shares of the company’s stock after acquiring an additional 27,730 shares during the […]

Waller Financial Planning Group Inc. raised its position in iShares MSCI EAFE Value ETF (BATS:EFV – Free Report) by 5.6% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 549,236 shares of the company’s stock after purchasing an additional 29,315 shares […]

MRA Advisory Group raised its position in First Trust Low Duration Opportunities ETF (NASDAQ:LMBS – Free Report) by 15.2% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 170,684 shares of the company’s stock after buying an additional 22,482 shares during the period. First Trust […]

North Point Portfolio Managers Corp OH decreased its position in Mettler-Toledo International, Inc. (NYSE:MTD – Free Report) by 3.9% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 8,052 shares of the medical instruments supplier’s stock after selling 328 shares during […]

MRA Advisory Group reduced its position in iShares Morningstar Small-Cap Growth ETF (NYSEARCA:ISCG – Free Report) by 23.5% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 84,769 shares of the company’s stock after selling 26,046 shares during the period. iShares Morningstar Small-Cap Growth ETF makes up approximately 1.9% of MRA Advisory Group’s holdings, […]

Weaver Consulting Group raised its stake in Janus Henderson Securitized Income ETF (NYSEARCA:JSI – Free Report) by 16.9% during the third quarter, Holdings Channel.com reports. The institutional investor owned 132,623 shares of the company’s stock after purchasing an additional 19,149 shares during the quarter. Janus Henderson Securitized Income ETF accounts for about 1.3% of Weaver […]

Strong Retirement Solutions LLC bought a new stake in iShares Bitcoin Trust ETF (NASDAQ:IBIT – Free Report) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 79,890 shares of the company’s stock, valued at approximately $3,782,000. iShares Bitcoin Trust ETF makes up approximately 2.1% of […]

SigFig Wealth Management LLC bought a new stake in Schwab Municipal Bond ETF (NYSEARCA:SCMB – Free Report) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 25,585 shares of the company’s stock, valued at approximately $618,000. Several other hedge funds […]

Pathway Financial Advisors LLC reduced its position in BNY Mellon Concentrated International ETF (NYSEARCA:BKCI – Free Report) by 32.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 61,694 shares of the company’s stock after selling 29,593 shares during the […]

Weaver Consulting Group bought a new position in shares of Janus Henderson Short Duration Income ETF (NYSEARCA:VNLA – Free Report) in the 3rd quarter, Holdings Channel.com reports. The institutional investor bought 33,431 shares of the company’s stock, valued at approximately $1,623,000. Other large investors have also added to or reduced their stakes in the company. […]

Pathway Financial Advisors LLC increased its stake in Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 42.0% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 849,151 shares of the company’s stock after acquiring an additional 251,216 shares during the quarter. Vanguard Intermediate-Term […]

First Community Trust NA acquired a new stake in iShares Short-Term National Muni Bond ETF (NYSEARCA:SUB – Free Report) in the third quarter, Holdings Channel reports. The institutional investor acquired 5,865 shares of the company’s stock, valued at approximately $613,000. Several other hedge funds have also recently added to or reduced their stakes in SUB. […]

Pathway Financial Advisors LLC increased its holdings in American Century U.S. Quality Growth ETF (NYSEARCA:QGRO – Free Report) by 77.9% during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 209,069 shares of the company’s stock after buying an additional 91,567 shares during the […]

Seven Bridges Advisors LLC acquired a new position in iShares Expanded Tech Sector ETF (NYSEARCA:IGM – Free Report) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 153,465 shares of the exchange traded fund’s stock, valued at approximately $25,928,000. iShares Expanded Tech Sector […]

Worth Asset Management LLC bought a new position in shares of iShares Core MSCI Emerging Markets ETF (NYSEARCA:IEMG – Free Report) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 40,705 shares of the company’s stock, valued at approximately $3,304,000. iShares Core […]

SigFig Wealth Management LLC increased its holdings in shares of Vanguard Intermediate-Term Treasury ETF (NASDAQ:VGIT – Free Report) by 47.7% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 73,869 shares of the company’s stock after acquiring an additional 23,841 shares during the […]

Weaver Consulting Group grew its stake in iShares Core S&P Mid-Cap ETF (NYSEARCA:IJH – Free Report) by 68.2% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 27,096 shares of the company’s stock after buying an additional 10,986 shares during the quarter. […]

SigFig Wealth Management LLC lifted its position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 6.3% 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 804,423 shares of the company’s stock after acquiring an additional […]