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Choreo LLC Has $1.56 Million Holdings in Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM)

Choreo LLC lessened its holdings in shares of Schwab U.S. Mid-Cap ETF (NYSEARCA:SCHM – Free Report) by 3.8% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 20,756 shares of the company’s stock after selling 831 shares during the period. Choreo LLC’s holdings in Schwab U.S. Mid-Cap ETF […]

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Valmark-advisers-inc
Paradigm-financial-partners
Lowery-thomas
Vantage-financial-partners
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Charles-schwab
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Financial-partners
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Valmark-advisers

Adell Harriman & Carpenter Inc. Sells 459 Shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF)

Adell Harriman & Carpenter Inc. Sells 459 Shares of iShares Russell 1000 Growth ETF (NYSEARCA:IWF)
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Adell-harriman-carpenter-inc
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Shares-russell
Free-report

Cozad Asset Management Inc. Has $2.90 Million Position in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY)

Cozad Asset Management Inc. Has $2.90 Million Position in iShares Russell Top 200 Growth ETF (NYSEARCA:IWY)
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Kestra-private-wealth-services
Truist-financial-corp
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Bryn-mawr-capital-management
Vantage-financial-partners
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Growth-index-fund
Cozad-asset-management
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SPDR S&P Dividend ETF (NYSEARCA:SDY) Shares Purchased by Choreo LLC

Choreo LLC increased its position in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 4.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 18,677 shares of the company’s stock after purchasing an additional 858 shares during the period. […]

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Wealth-partners
Principle-wealth-partners
Conservest-capital-advisors-inc
Flaharty-asset-management
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Kestra Private Wealth Services LLC Has $9.46 Million Holdings in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS)

Kestra Private Wealth Services LLC lowered its position in iShares Russell Mid-Cap Value ETF (NYSEARCA:IWS – Free Report) by 0.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 81,367 shares of the company’s stock after selling 500 shares […]

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Vance-wealth-inc
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Mather-group
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Shares-russell-mid-cap-value
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