Larson Financial Group LLC increased its stake in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 9.5% during the fourth quarter, HoldingsChannel.com reports. The firm owned 168,186 shares of the company’s stock after buying an additional 14,551 shares during the period. Schwab U.S. Mid-Cap ETF accounts for 1.1% of Larson Financial Group […]
U.S. Capital Wealth Advisors LLC boosted its stake in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 70.8% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 33,196 shares of the exchange traded fund’s stock after purchasing an additional 13,758 shares during the […]
Epic Trust Investment Advisors LLC decreased its holdings in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 42.5% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 1,910 shares of the company’s stock after selling 1,413 shares during the quarter. Epic Trust Investment Advisors LLC’s holdings in Vanguard Mid-Cap ETF were worth […]
Bfsg LLC reduced its holdings in shares of Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 2.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 12,141 shares of the company’s stock after selling 283 shares during the period. […]
MONECO Advisors LLC boosted its position in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 40.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,243 shares of the exchange traded fund’s stock after buying an […]
ARS Wealth Advisors Group LLC lessened its position in iShares Russell 3000 ETF (NYSEARCA:IWV – Free Report) by 4.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 2,440 shares of the company’s stock after selling 112 shares during the period. ARS […]
Anchor Capital Advisors LLC reduced its stake in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 11.4% in the fourth quarter, HoldingsChannel reports. The fund owned 323,954 shares of the company’s stock after selling 41,819 shares during the quarter. Anchor Capital Advisors LLC’s holdings in iShares Russell Mid-Cap Value ETF were worth $37,673,000 […]
Dohj LLC boosted its stake in iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 710.1% in the fourth quarter, Holdings Channel.com reports. The fund owned 34,098 shares of the exchange traded fund’s stock after buying an additional 29,889 shares during the quarter. iShares Core S&P Small-Cap ETF comprises about 1.1% of Dohj LLC’s […]
First National Bank Sioux Falls grew its holdings in shares of Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 48.3% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 47,399 shares of the company’s stock after acquiring an additional 15,434 shares during the […]
First National Bank Sioux Falls raised its position in Avantis U.S. Small Cap Value ETF (NYSEARCA:AVUV – Free Report) by 9.4% during the 4th quarter, HoldingsChannel reports. The fund owned 45,141 shares of the company’s stock after buying an additional 3,883 shares during the quarter. Avantis U.S. Small Cap Value ETF comprises about 2.1% of […]
WD Rutherford LLC decreased its stake in shares of U.S. Bancorp (NYSE:USB – Free Report) by 3.0% during the 4th quarter, Holdings Channel reports. The institutional investor owned 77,500 shares of the financial services provider’s stock after selling 2,390 shares during the period. U.S. Bancorp makes up about 1.9% of WD Rutherford LLC’s portfolio, making […]
Callan Capital LLC decreased its stake in Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 1.3% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 7,760 shares of the company’s stock after selling 101 shares during the quarter. Callan Capital LLC’s holdings in Vanguard Mid-Cap ETF were worth $1,805,000 as of its most […]