S.A. Mason LLC decreased its position in Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 4.2% in the fourth quarter, ...

Arcadia Investment Advisors LLC raised its holdings in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by ...

Fiduciary Planning LLC bought a new position in shares of iShares Russell 2000 Growth ETF (NYSEARCA:IWO – Free Report) during ...

Fiduciary Planning LLC lifted its stake in shares of iShares U.S. Insurance ETF (NYSEARCA:IAK – Free Report) by 9.0% during ...

SkyOak Wealth LLC bought a new stake in Bristol-Myers Squibb (NYSE:BMY – Free Report) during the 4th quarter, according to ...

MilWealth Group LLC lifted its stake in shares of Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 860.0% ...

Valley National Advisers Inc. increased its stake in Janus Henderson Small Cap Growth Alpha ETF (NASDAQ:JSML – Free Report) ...

GW Henssler & Associates Ltd. lowered its holdings in shares of iShares S&P Mid-Cap 400 Value ETF (NYSEARCA:IJJ – Free Report ...

Clear Creek Financial Management LLC lowered its stake in shares of W. P. Carey Inc. (NYSE:WPC – Free Report) by 2.9% during ...

Cibc World Market Inc. lowered its position in shares of Johnson & Johnson (NYSE:JNJ – Free Report) by 3.0% during the fourth ...

FSM Wealth Advisors LLC raised its position in shares of Vanguard Total World Stock ETF (NYSEARCA:VT – Free Report) by 5.7% ...

GW Henssler & Associates Ltd. lessened its stake in shares of Novartis AG (NYSE:NVS – Free Report) by 1.6% during the 4th ...