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Atria Wealth Solutions Inc. Invests $2.93 Million in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

Atria Wealth Solutions Inc. purchased a new stake in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) in the 4th quarter, HoldingsChannel reports. The firm purchased 39,940 shares of the company’s stock, valued at approximately $2,931,000. A number of other hedge funds have also recently added to or reduced their stakes in […]
United States Northrock Partners Atria Wealth Solutions Inc National Association Townsquare Capital Atria Wealth Solutions

McAdam LLC Decreases Stock Holdings in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

McAdam LLC decreased its position in SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV – Free Report) by 1.4% in the fourth quarter, HoldingsChannel.com reports. The fund owned 245,228 shares of the company’s stock after selling 3,407 shares during the period. SPDR S&P 400 Mid Cap Value ETF comprises approximately 1.3% of McAdam LLC’s investment […]
United States Asset Management Capital Investment Advisory Services Courier Capital D Scott Neal Inc Company Profile

McAdam LLC Has $104.11 Million Position in Schwab International Equity ETF (NYSEARCA:SCHF)

McAdam LLC grew its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 4.5% in the fourth quarter, HoldingsChannel.com reports. The fund owned 2,816,934 shares of the company’s stock after purchasing an additional 120,753 shares during the period. Schwab International Equity ETF accounts for about 7.5% of McAdam LLC’s investment portfolio, […]
News Ratings For Schwab International Equity Headlands Technologies Quarter For Schwab International Equity Valmark Advisers Inc Vantage Financial Partners Schwab Strategic Trust The

Bryn Mawr Capital Management LLC Has $514,000 Holdings in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Bryn Mawr Capital Management LLC cut its stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 18.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 7,326 shares of the company’s stock after selling 1,635 shares during […]
Dow Jones Briaud Financial Planning Inc Family Office Fortitude Family Office Gradient Investments Bryn Mawr Capital Management

Alliance Wealth Advisors LLC UT Raises Stake in SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV)

Alliance Wealth Advisors LLC UT increased its stake in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 4.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,787 shares of the company’s stock after buying an additional 157 shares during the […]
United States International Assets Investment Management Alliance Wealth Advisors Ep Wealth Advisors Gradient Investments Bogart Wealth
Source: wkrb13.com

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Marquette Asset Management LLC Cuts Stock Holdings in Schwab International Equity ETF (NYSEARCA:SCHF)

Marquette Asset Management LLC trimmed its stake in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 1.3% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 56,595 shares of the company’s stock after selling 728 shares during the period. Schwab International Equity ETF accounts […]
Advisory Group News Ratings For Schwab International Equity Charles Schwab Investment Advisory Inc Charles Schwab Investment Management Inc Marquette Asset Management Schwab International Equity
Source: wkrb13.com

SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV) Shares Acquired by Alliance Wealth Advisors LLC UT

Alliance Wealth Advisors LLC UT boosted its position in shares of SPDR S&P 600 Small CapValue ETF (NYSEARCA:SLYV – Free Report) by 4.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 3,787 shares of the company’s stock after buying an additional 157 shares […]
United States Pinnacle Associates Ltd Ae Wealth Management Securities Exchange Commission Patriot Financial Group Insurance Agency Alliance Wealth Advisors

Total Wealth Planning LLC Purchases 127,125 Shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV)

Total Wealth Planning LLC raised its stake in shares of Dimensional US Large Cap Value ETF (NYSEARCA:DFLV – Free Report) by 34.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 495,687 shares of the company’s stock after acquiring an additional 127,125 shares during […]
Financial Counsel Morris Financial Concepts Inc Exchange Commission Sch Financial Advisors Inc Annapolis Financial Services Wealth Planning

Total Wealth Planning LLC Cuts Stake in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV)

Total Wealth Planning LLC reduced its position in Schwab U.S. Large-Cap Value ETF (NYSEARCA:SCHV – Free Report) by 4.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 125,148 shares of the company’s stock after selling 5,255 shares during the quarter. Schwab U.S. […]
Dow Jones Sei Investments Co Envestnet Asset Management Inc Exchange Commission Cooper Financial Group Wealth Planning

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