MCF Advisors LLC increased its holdings in shares of iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 9.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,553 shares of the company’s stock after acquiring an additional 395 shares during […]
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. […]
Brandywine Oak Private Wealth LLC lifted its position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 3.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 666,580 shares of the exchange traded fund’s stock after purchasing an […]
Raab & Moskowitz Asset Management LLC increased its holdings in shares of Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 10.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,334 shares of the company’s stock after purchasing an additional 308 shares during […]
Redmont Wealth Advisors LLC raised its position in ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 52.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 52,697 shares of the company’s stock after buying an additional 18,077 shares […]
One Day In July LLC increased its position in shares of iShares Core S&P Small-Cap ETF (NYSEARCA:IJR – Free Report) by 4.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 579,628 shares of the exchange traded fund’s stock after acquiring an additional 25,815 […]
Resonant Capital Advisors LLC increased its stake in Vanguard S&P Small-Cap 600 Value ETF (NYSEARCA:VIOV – Free Report) by 7.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 35,373 shares of the company’s stock after buying an additional 2,370 […]
Dohj LLC increased its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 45.3% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 52,468 shares of the company’s stock after purchasing an additional 16,359 shares during the […]
NewSquare Capital LLC grew its stake in shares of Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 7.9% in the 4th quarter, Holdings Channel reports. The institutional investor owned 322,753 shares of the company’s stock after buying an additional 23,520 shares during the quarter. Vanguard Total Stock Market ETF makes up 7.1% of […]
Zhang Financial LLC raised its stake in shares of Vanguard Information Technology ETF (NYSEARCA:VGT – Free Report) by 1.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,852 shares of the exchange traded fund’s stock after purchasing an additional 66 shares during […]
Private Wealth Partners LLC boosted its stake in S&P Global Inc. (NYSE:SPGI – Free Report) by 0.7% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,062 shares of the business services provider’s stock after acquiring an additional 62 shares during the quarter. […]
MCF Advisors LLC grew its position in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 3.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 23,628 shares of the company’s stock after purchasing an additional 716 shares during the quarter. […]