Valmark Advisers Inc. lifted its holdings in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) by 18.5% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 12,330 shares of the company’s stock after purchasing an additional 1,924 shares during the quarter. Valmark Advisers Inc.’s holdings in […]

Steele Capital Management Inc. lessened its stake in shares of Invesco QQQ (NASDAQ:QQQ – Free Report) by 0.8% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 208,391 shares of the exchange traded fund’s stock after selling 1,646 shares during the quarter. Invesco […]

Valmark Advisers Inc. boosted its position in iShares MSCI EAFE ETF (NYSEARCA:EFA – Free Report) by 1.6% in the 3rd quarter, Holdings Channel reports. The firm owned 819,865 shares of the exchange traded fund’s stock after buying an additional 13,149 shares during the quarter. iShares MSCI EAFE ETF accounts for approximately 1.0% of Valmark Advisers […]

Valmark Advisers Inc. grew its holdings in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 2.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 205,606 shares of the company’s stock after purchasing an additional 5,281 shares […]

Valmark Advisers Inc. boosted its position in shares of iShares Global REIT ETF (NYSEARCA:REET – Free Report) by 3.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,045,409 shares of the company’s stock after buying an additional 228,415 shares during the […]

Valmark Advisers Inc. raised its stake in shares of Vanguard Extended Market ETF (NYSEARCA:VXF – Free Report) by 2.3% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 134,429 shares of the company’s stock after buying an additional 3,040 shares during the […]

Valmark Advisers Inc. raised its holdings in Capital Group Core Bond ETF (NYSEARCA:CGCB – Free Report) by 5.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 923,308 shares of the company’s stock after purchasing an additional 46,762 shares during […]

Valmark Advisers Inc. grew its holdings in Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 11.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 76,119 shares of the company’s stock after purchasing an additional 7,853 shares during the quarter. Valmark Advisers Inc.’s […]

Valmark Advisers Inc. increased its stake in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) by 32.7% during the 3rd quarter, HoldingsChannel reports. The firm owned 369,244 shares of the company’s stock after acquiring an additional 91,029 shares during the period. Valmark Advisers Inc.’s holdings in Fidelity Total Bond ETF were worth $17,074,000 as of […]

Valmark Advisers Inc. lifted its stake in shares of Capital Group Dividend Value ETF (NYSEARCA:CGDV – Free Report) by 7.5% during the third quarter, HoldingsChannel.com reports. The fund owned 943,458 shares of the company’s stock after buying an additional 65,727 shares during the quarter. Valmark Advisers Inc.’s holdings in Capital Group Dividend Value ETF were […]

Valmark Advisers Inc. increased its holdings in shares of Capital Group Global Growth Equity ETF (NYSEARCA:CGGO – Free Report) by 13.0% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 624,784 shares of the company’s stock after purchasing an additional 71,855 shares during the […]

SilverOak Wealth Management LLC raised its position in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 3.2% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 230,412 shares of the company’s stock after acquiring an additional 7,122 shares during the quarter. Vanguard Mid-Cap ETF makes […]

Valmark Advisers Inc. lowered its position in shares of Vanguard FTSE All-World ex-US ETF (NYSEARCA:VEU – Free Report) by 1.2% in the third quarter, HoldingsChannel.com reports. The fund owned 639,957 shares of the company’s stock after selling 7,950 shares during the quarter. Valmark Advisers Inc.’s holdings in Vanguard FTSE All-World ex-US ETF were worth $45,674,000 […]

MADDEN SECURITIES Corp trimmed its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 57.3% during the third quarter, according to its most recent disclosure with the SEC. The fund owned 131,466 shares of the company’s stock after selling 176,319 shares during the quarter. JPMorgan Equity Premium Income ETF makes up about […]

ORG Partners LLC boosted its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 973.3% in the third quarter, HoldingsChannel.com reports. The fund owned 26,392 shares of the exchange traded fund’s stock after acquiring an additional 23,933 shares during the quarter. ORG Partners LLC’s holdings in Vanguard FTSE Emerging Markets […]

Sonoma Allocations LLC acquired a new stake in Fidelity Total Bond ETF (NYSEARCA:FBND – Free Report) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund acquired 290,332 shares of the company’s stock, valued at approximately $13,588,000. Fidelity Total Bond ETF makes up about 5.0% of Sonoma Allocations LLC’s portfolio, […]

Valmark Advisers Inc. raised its stake in Capital Group Core Plus Income ETF (NYSEARCA:CGCP – Free Report) by 35.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 533,240 shares of the company’s stock after acquiring an additional 140,226 shares […]

Valmark Advisers Inc. boosted its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 1.2% during the third quarter, Holdings Channel.com reports. The fund owned 4,343,901 shares of the exchange traded fund’s stock after purchasing an additional 49,734 shares during the quarter. Vanguard FTSE Emerging Markets ETF accounts for 3.0% of Valmark […]

Valmark Advisers Inc. grew its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 1.3% in the 3rd quarter, Holdings Channel reports. The fund owned 566,109 shares of the company’s stock after buying an additional 7,463 shares during the period. Vanguard S&P 500 ETF accounts for 4.5% of Valmark Advisers Inc.’s […]

MADDEN SECURITIES Corp increased its stake in shares of NEOS Real Estate High Income ETF (NYSEARCA:IYRI – Free Report) by 17.1% during the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 91,130 shares of the company’s stock after buying an additional 13,295 shares during the […]

Valmark Advisers Inc. increased its holdings in Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 60.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 409,977 shares of the company’s stock after purchasing an additional 154,411 shares during the quarter. Valmark […]

Liquid Strategies LLC lessened its position in shares of iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 27.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 352,546 shares of the company’s stock after selling 132,314 shares […]

Valmark Advisers Inc. lowered its holdings in shares of iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) by 2.1% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 619,350 shares of the company’s stock after selling 12,967 shares during the period. […]

Sonoma Allocations LLC purchased a new stake in Vanguard Small-Cap Growth ETF (NYSEARCA:VBK – Free Report) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 7,347 shares of the company’s stock, valued at approximately $2,215,000. Vanguard Small-Cap Growth ETF makes up approximately 0.8% […]

Steele Capital Management Inc. cut its position in shares of Schwab US Large-Cap ETF (NYSEARCA:SCHX – Free Report) by 0.5% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 3,915,580 shares of the company’s stock after selling 21,122 shares during the quarter. Schwab US Large-Cap […]

Steele Capital Management Inc. grew its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 8.3% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 877,509 shares of the company’s stock after purchasing an additional 67,015 shares during […]

SilverOak Wealth Management LLC increased its stake in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 261.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 185,767 shares of the exchange traded fund’s stock after acquiring an additional 134,397 […]

Steele Capital Management Inc. increased its holdings in iShares Ultra Short-Term Bond Active ETF (BATS:ICSH – Free Report) by 64.5% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 405,431 shares of the company’s stock after purchasing an additional 158,916 shares […]

Steele Capital Management Inc. lessened its stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 4.0% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 1,174,403 shares of the company’s stock after selling 48,794 shares during the period. Schwab US Dividend Equity ETF comprises about 1.4% of Steele Capital Management […]

Steele Capital Management Inc. decreased its holdings in shares of JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 3.8% during the third quarter, HoldingsChannel reports. The firm owned 317,733 shares of the company’s stock after selling 12,587 shares during the period. JPMorgan Equity Premium Income ETF comprises 0.8% of Steele Capital Management Inc.’s […]

ORG Partners LLC boosted its position in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 64.6% during the third quarter, Holdings Channel.com reports. The firm owned 8,351 shares of the company’s stock after buying an additional 3,277 shares during the quarter. ORG Partners LLC’s holdings in iShares S&P 500 Value ETF […]

MADDEN SECURITIES Corp lifted its stake in NEOS S&P 500 High Income ETF (BATS:SPYI – Free Report) by 204.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 352,855 shares of the company’s stock after acquiring an additional 236,835 shares during the […]

Tanager Wealth Management LLP raised its holdings in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 3.4% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 511,321 shares of the exchange traded fund’s stock after acquiring an additional 16,777 shares during the period. Vanguard FTSE […]

Valmark Advisers Inc. grew its holdings in shares of SPDR Portfolio S&P 500 Value ETF (NYSEARCA:SPYV – Free Report) by 2.9% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 8,508,257 shares of the company’s stock after buying an additional […]

Sonoma Allocations LLC acquired a new position in JPMorgan International Bond Opportunities ETF (BATS:JPIB – Free Report) during the third quarter, according to its most recent 13F filing with the SEC. The firm acquired 125,732 shares of the company’s stock, valued at approximately $6,177,000. JPMorgan International Bond Opportunities ETF accounts for 2.3% of Sonoma Allocations […]

Steele Capital Management Inc. lessened its holdings in Schwab Fundamental U.S. Small Company ETF (NYSEARCA:FNDA – Free Report) by 3.6% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,965,455 shares of the exchange traded fund’s stock after selling 74,446 shares during the […]

iShares iBonds Dec 2028 Term Muni Bond ETF (BATS:IBMQ – Get Free Report)’s share price rose 0.3% on Thursday . The company traded as high as $25.61 and last traded at $25.6550. Approximately 81,742 shares traded hands during mid-day trading, an increase of 10% from the average daily volume of 74,423 shares. The stock had […]

SPDR SSGA My2032 Corporate Bond ETF (NASDAQ:MYCL – Get Free Report) dropped 0.2% during mid-day trading on Thursday . The company traded as low as $25.00 and last traded at $24.9910. Approximately 3 shares were traded during mid-day trading, a decline of 100% from the average daily volume of 4,401 shares. The stock had previously […]

iShares iBonds Dec 2029 Term Muni Bond ETF (NYSEARCA:IBMR – Get Free Report)’s stock price rose 0% on Thursday . The stock traded as high as $25.58 and last traded at $25.56. Approximately 128,845 shares changed hands during trading, an increase of 35% from the average daily volume of 95,109 shares. The stock had previously […]

iShares ESG Aware USD Corporate Bond ETF (NASDAQ:SUSC – Get Free Report)’s stock price hit a new 52-week low during mid-day trading on Thursday . The company traded as low as $10.60 and last traded at $23.39, with a volume of 110235 shares. The stock had previously closed at $23.43. iShares ESG Aware USD Corporate […]