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Image for Strong Tower Advisory Services Increases Position in Textron Inc. (NYSE:TXT)

Strong Tower Advisory Services Increases Position in Textron Inc. (NYSE:TXT)

Strong Tower Advisory Services boosted its holdings in Textron Inc. (NYSE:TXT – Free Report) by 3.7% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 12,474 shares... More of this article »
Image for Yarger Wealth Strategies LLC Purchases 5,277 Shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)

Yarger Wealth Strategies LLC Purchases 5,277 Shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST)

Yarger Wealth Strategies LLC boosted its stake in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Free Report) by 3.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities... More of this article »
Image for Strong Tower Advisory Services Has $709,000 Stake in Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF)

Strong Tower Advisory Services Has $709,000 Stake in Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF)

Strong Tower Advisory Services grew its position in shares of Pacer US Small Cap Cash Cows 100 ETF (BATS:CALF – Free Report) by 6.3% in the 4th quarter, according to the company in its most recent filing with the Securities... More of this article »
Image for Yarger Wealth Strategies LLC Increases Stake in Innovator U.S. Equity Power Buffer ETF – December (BATS:PDEC)

Yarger Wealth Strategies LLC Increases Stake in Innovator U.S. Equity Power Buffer ETF – December (BATS:PDEC)

Yarger Wealth Strategies LLC grew its position in Innovator U.S. Equity Power Buffer ETF – December (BATS:PDEC – Free Report) by 15.6% during the 4th quarter, according to the company in its most recent disclosure with... More of this article »
Image for Yarger Wealth Strategies LLC Lowers Stake in Vanguard Russell 1000 Growth ETF (NASDAQ:VONG)

Yarger Wealth Strategies LLC Lowers Stake in Vanguard Russell 1000 Growth ETF (NASDAQ:VONG)

Yarger Wealth Strategies LLC cut its holdings in Vanguard Russell 1000 Growth ETF (NASDAQ:VONG – Free Report) by 6.1% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission.... More of this article »
Image for Elwood & Goetz Wealth Advisory Group LLC Sells 1,666 Shares of iShares U.S. Technology ETF (NYSEARCA:IYW)

Elwood & Goetz Wealth Advisory Group LLC Sells 1,666 Shares of iShares U.S. Technology ETF (NYSEARCA:IYW)

Elwood & Goetz Wealth Advisory Group LLC reduced its position in iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 9.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Dimensional International Small Cap ETF (BATS:DFIS) Shares Purchased by Elwood & Goetz Wealth Advisory Group LLC

Dimensional International Small Cap ETF (BATS:DFIS) Shares Purchased by Elwood & Goetz Wealth Advisory Group LLC

Elwood & Goetz Wealth Advisory Group LLC raised its position in shares of Dimensional International Small Cap ETF (BATS:DFIS – Free Report) by 6.8% during the 4th quarter, according to its most recent disclosure with the... More of this article »
Image for iShares USD Green Bond ETF (NASDAQ:BGRN) is Francis Financial Inc.’s 9th Largest Position

iShares USD Green Bond ETF (NASDAQ:BGRN) is Francis Financial Inc.’s 9th Largest Position

Francis Financial Inc. lifted its holdings in iShares USD Green Bond ETF (NASDAQ:BGRN – Free Report) by 24.5% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 207,858 shares of the company’s... More of this article »
Image for Francis Financial Inc. Has $12.34 Million Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Francis Financial Inc. Has $12.34 Million Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Francis Financial Inc. cut its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 0.5% in the fourth quarter, HoldingsChannel.com reports. The fund owned 135,561 shares of the company’s stock after... More of this article »
Image for Vanguard Total Bond Market ETF (NASDAQ:BND) Shares Sold by Elwood & Goetz Wealth Advisory Group LLC

Vanguard Total Bond Market ETF (NASDAQ:BND) Shares Sold by Elwood & Goetz Wealth Advisory Group LLC

Elwood & Goetz Wealth Advisory Group LLC reduced its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 73.6% in the 4th quarter, according to its most recent disclosure with the Securities... More of this article »
Image for Francis Financial Inc. Purchases New Position in The PNC Financial Services Group, Inc. (NYSE:PNC)

Francis Financial Inc. Purchases New Position in The PNC Financial Services Group, Inc. (NYSE:PNC)

Francis Financial Inc. purchased a new stake in The PNC Financial Services Group, Inc. (NYSE:PNC – Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission.... More of this article »
Image for Francis Financial Inc. Acquires Shares of 40,113 First Trust Short Duration Managed Municipal ETF (NYSEARCA:FSMB)

Francis Financial Inc. Acquires Shares of 40,113 First Trust Short Duration Managed Municipal ETF (NYSEARCA:FSMB)

Francis Financial Inc. acquired a new stake in First Trust Short Duration Managed Municipal ETF (NYSEARCA:FSMB – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and... More of this article »
Image for Francis Financial Inc. Decreases Stock Position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Francis Financial Inc. Decreases Stock Position in Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO)

Francis Financial Inc. cut its position in shares of Vanguard FTSE Emerging Markets ETF (NYSEARCA:VWO – Free Report) by 1.9% in the fourth quarter, according to the company in its most recent disclosure with the Securities and... More of this article »
Image for Francis Financial Inc. Sells 356 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Francis Financial Inc. Sells 356 Shares of iShares S&P 500 Value ETF (NYSEARCA:IVE)

Francis Financial Inc. reduced its position in iShares S&P 500 Value ETF (NYSEARCA:IVE – Free Report) by 17.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission.... More of this article »
Image for Francis Financial Inc. Purchases Shares of 2,740 iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Francis Financial Inc. Purchases Shares of 2,740 iShares S&P 500 Growth ETF (NYSEARCA:IVW)

Francis Financial Inc. bought a new position in iShares S&P 500 Growth ETF (NYSEARCA:IVW – Free Report) in the 4th quarter, according to its most recent disclosure with the SEC. The firm bought 2,740 shares of the company’s... More of this article »
Image for North Ridge Wealth Advisors Inc. Acquires 1,448 Shares of iShares Global REIT ETF (NYSEARCA:REET)

North Ridge Wealth Advisors Inc. Acquires 1,448 Shares of iShares Global REIT ETF (NYSEARCA:REET)

North Ridge Wealth Advisors Inc. grew its holdings in shares of iShares Global REIT ETF (NYSEARCA:REET – Free Report) by 1.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission... More of this article »
Image for North Ridge Wealth Advisors Inc. Has $10.74 Million Position in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX)

North Ridge Wealth Advisors Inc. Has $10.74 Million Position in Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX)

North Ridge Wealth Advisors Inc. raised its holdings in shares of Dimensional World ex U.S. Core Equity 2 ETF (NYSEARCA:DFAX – Free Report) by 1.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities... More of this article »
Image for North Ridge Wealth Advisors Inc. Has $5.55 Million Stake in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP)

North Ridge Wealth Advisors Inc. Has $5.55 Million Stake in Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP)

North Ridge Wealth Advisors Inc. boosted its holdings in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by 4.5% in the 4th quarter, according to its most recent disclosure with the... More of this article »
Image for Ballast Inc. Acquires New Position in KKR & Co. Inc. (NYSE:KKR)

Ballast Inc. Acquires New Position in KKR & Co. Inc. (NYSE:KKR)

Ballast Inc. acquired a new stake in shares of KKR & Co. Inc. (NYSE:KKR – Free Report) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 2,500 shares... More of this article »
Image for Ballast Inc. Takes $212,000 Position in Sun Life Financial Inc. (NYSE:SLF)

Ballast Inc. Takes $212,000 Position in Sun Life Financial Inc. (NYSE:SLF)

Ballast Inc. bought a new stake in shares of Sun Life Financial Inc. (NYSE:SLF – Free Report) (TSE:SLF) during the 4th quarter, HoldingsChannel reports. The institutional investor bought 4,083 shares of the financial services... More of this article »
Image for SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW) Shares Purchased by Trinity Wealth Management LLC

SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW) Shares Purchased by Trinity Wealth Management LLC

Trinity Wealth Management LLC lifted its position in SPDR Portfolio Developed World ex-US ETF (NYSEARCA:SPDW – Free Report) by 3.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities... More of this article »
Image for Ballast Inc. Purchases Shares of 6,282 U.S. Bancorp (NYSE:USB)

Ballast Inc. Purchases Shares of 6,282 U.S. Bancorp (NYSE:USB)

Ballast Inc. acquired a new position in shares of U.S. Bancorp (NYSE:USB – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired... More of this article »
Image for Ballast Inc. Boosts Stake in McDonald’s Co. (NYSE:MCD)

Ballast Inc. Boosts Stake in McDonald’s Co. (NYSE:MCD)

Ballast Inc. boosted its stake in McDonald’s Co. (NYSE:MCD – Free Report) by 10.4% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 2,381 shares of the fast-food giant’s... More of this article »
Image for Ballast Inc. Has $1.06 Million Position in Cisco Systems, Inc. (NASDAQ:CSCO)

Ballast Inc. Has $1.06 Million Position in Cisco Systems, Inc. (NASDAQ:CSCO)

Ballast Inc. lifted its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 1.6% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 21,040 shares of the network equipment provider’s... More of this article »
Image for Ballast Inc. Increases Stake in The Walt Disney Company (NYSE:DIS)

Ballast Inc. Increases Stake in The Walt Disney Company (NYSE:DIS)

Ballast Inc. boosted its holdings in shares of The Walt Disney Company (NYSE:DIS – Free Report) by 11.5% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission.... More of this article »
Image for Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV) Shares Purchased by Ballast Inc.

Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV) Shares Purchased by Ballast Inc.

Ballast Inc. grew its position in shares of Invesco S&P 500 Low Volatility ETF (NYSEARCA:SPLV – Free Report) by 2.8% during the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned... More of this article »
Image for iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by Ballast Inc.

iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) Shares Purchased by Ballast Inc.

Ballast Inc. lifted its holdings in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG – Free Report) by 2.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for Ballast Inc. Has $1.31 Million Stock Holdings in Union Pacific Co. (NYSE:UNP)

Ballast Inc. Has $1.31 Million Stock Holdings in Union Pacific Co. (NYSE:UNP)

Ballast Inc. increased its stake in shares of Union Pacific Co. (NYSE:UNP – Free Report) by 94.3% during the 4th quarter, Holdings Channel reports. The fund owned 5,325 shares of the railroad operator’s stock after acquiring... More of this article »
Image for Ritholtz Wealth Management Has $1.26 Million Stock Position in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Ritholtz Wealth Management Has $1.26 Million Stock Position in Schwab US Broad Market ETF (NYSEARCA:SCHB)

Ritholtz Wealth Management increased its position in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 4.3% during the fourth quarter, according to its most recent Form 13F filing with the Securities and... More of this article »
Image for Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ) Shares Purchased by Ballast Inc.

Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ) Shares Purchased by Ballast Inc.

Ballast Inc. lifted its position in shares of Invesco S&P 500 Quality ETF (NYSEARCA:SPHQ – Free Report) by 2.3% during the fourth quarter, HoldingsChannel reports. The firm owned 348,186 shares of the company’s stock... More of this article »
Image for North Ridge Wealth Advisors Inc. Decreases Stake in Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI)

North Ridge Wealth Advisors Inc. Decreases Stake in Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI)

North Ridge Wealth Advisors Inc. reduced its holdings in shares of Dimensional International Sustainability Core 1 ETF (NYSEARCA:DFSI – Free Report) by 25.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 13,915... More of this article »
Image for North Ridge Wealth Advisors Inc. Has $1.20 Million Stock Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

North Ridge Wealth Advisors Inc. Has $1.20 Million Stock Holdings in UnitedHealth Group Incorporated (NYSE:UNH)

North Ridge Wealth Advisors Inc. lessened its holdings in UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 2.4% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional... More of this article »
Image for Accel Wealth Management Sells 1,164 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Accel Wealth Management Sells 1,164 Shares of iShares Core S&P 500 ETF (NYSEARCA:IVV)

Accel Wealth Management cut its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 30.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Steel Grove Capital Advisors LLC Decreases Position in Visa Inc. (NYSE:V)

Steel Grove Capital Advisors LLC Decreases Position in Visa Inc. (NYSE:V)

Steel Grove Capital Advisors LLC trimmed its stake in shares of Visa Inc. (NYSE:V – Free Report) by 26.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional... More of this article »
Image for The Procter & Gamble Company (NYSE:PG) Shares Purchased by Good Life Advisors LLC

The Procter & Gamble Company (NYSE:PG) Shares Purchased by Good Life Advisors LLC

Good Life Advisors LLC lifted its position in shares of The Procter & Gamble Company (NYSE:PG – Free Report) by 2.1% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 17,810 shares... More of this article »
Image for WealthCare Investment Partners LLC Purchases Shares of 559 Meta Platforms, Inc. (NASDAQ:META)

WealthCare Investment Partners LLC Purchases Shares of 559 Meta Platforms, Inc. (NASDAQ:META)

WealthCare Investment Partners LLC acquired a new stake in Meta Platforms, Inc. (NASDAQ:META – Free Report) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor acquired 559 shares... More of this article »
Image for Trevian Wealth Management LLC Has $1.43 Million Holdings in Alphabet Inc. (NASDAQ:GOOG)

Trevian Wealth Management LLC Has $1.43 Million Holdings in Alphabet Inc. (NASDAQ:GOOG)

Trevian Wealth Management LLC cut its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 2.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission.... More of this article »
Image for Hill Island Financial LLC Has $1.32 Million Holdings in Alphabet Inc. (NASDAQ:GOOG)

Hill Island Financial LLC Has $1.32 Million Holdings in Alphabet Inc. (NASDAQ:GOOG)

Hill Island Financial LLC grew its holdings in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 8.0% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 9,380 shares of the information services provider’s... More of this article »
Image for Parker Financial LLC Has $241,000 Holdings in Visa Inc. (NYSE:V)

Parker Financial LLC Has $241,000 Holdings in Visa Inc. (NYSE:V)

Parker Financial LLC raised its stake in Visa Inc. (NYSE:V – Free Report) by 4.8% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 925 shares of the credit-card processor’s... More of this article »
Image for Moisand Fitzgerald Tamayo LLC Reduces Stock Position in The Home Depot, Inc. (NYSE:HD)

Moisand Fitzgerald Tamayo LLC Reduces Stock Position in The Home Depot, Inc. (NYSE:HD)

Moisand Fitzgerald Tamayo LLC lowered its position in shares of The Home Depot, Inc. (NYSE:HD – Free Report) by 12.6% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission.... More of this article »
Image for Alphabet Inc. (NASDAQ:GOOG) Shares Sold by Smithbridge Asset Management Inc. DE

Alphabet Inc. (NASDAQ:GOOG) Shares Sold by Smithbridge Asset Management Inc. DE

Smithbridge Asset Management Inc. DE reduced its position in Alphabet Inc. (NASDAQ:GOOG – Free Report) by 0.6% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 61,862 shares of the information... More of this article »
Image for Accel Wealth Management Boosts Stake in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (NASDAQ:HYLS)

Accel Wealth Management Boosts Stake in First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (NASDAQ:HYLS)

Accel Wealth Management lifted its position in shares of First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF (NASDAQ:HYLS – Free Report) by 14.8% during the 4th quarter, according to the company in its most... More of this article »
Image for Accel Wealth Management Has $290,000 Stock Holdings in First Trust Indxx Global Natural Resources Income ETF (NASDAQ:FTRI)

Accel Wealth Management Has $290,000 Stock Holdings in First Trust Indxx Global Natural Resources Income ETF (NASDAQ:FTRI)

Accel Wealth Management trimmed its stake in shares of First Trust Indxx Global Natural Resources Income ETF (NASDAQ:FTRI – Free Report) by 19.1% in the fourth quarter, according to the company in its most recent filing with... More of this article »
Image for 1,568 Shares in Lennar Co. (NYSE:LEN) Bought by Accel Wealth Management

1,568 Shares in Lennar Co. (NYSE:LEN) Bought by Accel Wealth Management

Accel Wealth Management bought a new position in shares of Lennar Co. (NYSE:LEN – Free Report) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The... More of this article »
Image for VanEck Preferred Securities ex Financials ETF (NYSEARCA:PFXF) Stock Holdings Lowered by Accel Wealth Management

VanEck Preferred Securities ex Financials ETF (NYSEARCA:PFXF) Stock Holdings Lowered by Accel Wealth Management

Accel Wealth Management reduced its holdings in VanEck Preferred Securities ex Financials ETF (NYSEARCA:PFXF – Free Report) by 9.7% during the fourth quarter, according to its most recent filing with the Securities and Exchange... More of this article »
Image for Caterpillar Inc. (NYSE:CAT) Shares Purchased by Accel Wealth Management

Caterpillar Inc. (NYSE:CAT) Shares Purchased by Accel Wealth Management

Accel Wealth Management grew its position in shares of Caterpillar Inc. (NYSE:CAT – Free Report) by 4.8% during the 4th quarter, Holdings Channel reports. The firm owned 923 shares of the industrial products company’s... More of this article »
Image for Accel Wealth Management Invests $201,000 in The Toro Company (NYSE:TTC)

Accel Wealth Management Invests $201,000 in The Toro Company (NYSE:TTC)

Accel Wealth Management acquired a new position in The Toro Company (NYSE:TTC – Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission... More of this article »
Image for Private Wealth Advisors LLC Has $7.69 Million Stock Holdings in Vanguard Value ETF (NYSEARCA:VTV)

Private Wealth Advisors LLC Has $7.69 Million Stock Holdings in Vanguard Value ETF (NYSEARCA:VTV)

Private Wealth Advisors LLC decreased its holdings in shares of Vanguard Value ETF (NYSEARCA:VTV – Free Report) by 4.9% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 51,416 shares... More of this article »
Image for Accel Wealth Management Invests $208,000 in Dimensional International Value ETF (NYSEARCA:DFIV)

Accel Wealth Management Invests $208,000 in Dimensional International Value ETF (NYSEARCA:DFIV)

Accel Wealth Management acquired a new position in shares of Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission... More of this article »
Image for 3,089 Shares in ONEOK, Inc. (NYSE:OKE) Bought by Accel Wealth Management

3,089 Shares in ONEOK, Inc. (NYSE:OKE) Bought by Accel Wealth Management

Accel Wealth Management acquired a new position in shares of ONEOK, Inc. (NYSE:OKE – Free Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor... More of this article »