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Breakwater Capital Group Purchases 32,254 Shares of SPDR Por

Breakwater Capital Group Purchases 32,254 Shares of SPDR Portfolio Corporate Bond ETF $SPBO

Breakwater Capital Group lifted its position in shares of SPDR Portfolio Corporate Bond ETF (NYSEARCA:SPBO – Free Report) by 19.2% during the...
Charles Schwab Trust Co Has $21.89 Million Stock Holdings in

Charles Schwab Trust Co Has $21.89 Million Stock Holdings in Schwab Emerging Markets Equity ETF $SCHE

Charles Schwab Trust Co increased its holdings in shares of Schwab Emerging Markets Equity ETF (NYSEARCA:SCHE – Free Report) by 4.0% in the 4th...
Breakwater Capital Group Sells 15,525 Shares of Cambria Shar

Breakwater Capital Group Sells 15,525 Shares of Cambria Shareholder Yield ETF $SYLD

Breakwater Capital Group lessened its position in shares of Cambria Shareholder Yield ETF (BATS:SYLD – Free Report) by 17.2% during the 4th...
Breakwater Capital Group Raises Position in Simplify MBS ETF

Breakwater Capital Group Raises Position in Simplify MBS ETF $MTBA

Breakwater Capital Group raised its position in Simplify MBS ETF (NYSEARCA:MTBA – Free Report) by 25.2% during the 4th quarter, according to...
Charles Schwab Trust Co Decreases Stake in iShares Core MSCI

Charles Schwab Trust Co Decreases Stake in iShares Core MSCI EAFE ETF $IEFA

Charles Schwab Trust Co cut its holdings in shares of iShares Core MSCI EAFE ETF (BATS:IEFA – Free Report) by 10.7% in the 4th quarter,...
LPL Financial Holdings Inc. $LPLA Shares Sold by Swiss Life

LPL Financial Holdings Inc. $LPLA Shares Sold by Swiss Life Asset Management Ltd

Swiss Life Asset Management Ltd cut its stake in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 31.0% during the third quarter,...
Charles Schwab Trust Co Has $22.29 Million Stock Holdings in

Charles Schwab Trust Co Has $22.29 Million Stock Holdings in Schwab US Small-Cap ETF $SCHA

Charles Schwab Trust Co increased its stake in shares of Schwab US Small-Cap ETF (NYSEARCA:SCHA – Free Report) by 4.9% in the 4th quarter,...
Breakwater Capital Group Purchases 49,109 Shares of PGIM Act

Breakwater Capital Group Purchases 49,109 Shares of PGIM Active High Yield Bond ETF $PHYL

Breakwater Capital Group raised its position in PGIM Active High Yield Bond ETF (NYSEARCA:PHYL – Free Report) by 73.9% during the fourth...
Charles Schwab Trust Co Buys 13,865 Shares of Schwab Fundame

Charles Schwab Trust Co Buys 13,865 Shares of Schwab Fundamental Emerging Markets Equity ETF $FNDE

Charles Schwab Trust Co increased its stake in Schwab Fundamental Emerging Markets Equity ETF (NYSEARCA:FNDE – Free Report) by 3.6% in the...
Charles Schwab Trust Co Buys 13,865 Shares of Schwab Fundame

Charles Schwab Trust Co Buys 13,865 Shares of Schwab Fundamental Emerging Markets Equity ETF $FNDE

Charles Schwab Trust Co increased its stake in Schwab Fundamental Emerging Markets Equity ETF (NYSEARCA:FNDE – Free Report) by 3.6% in the...
Charles Schwab Trust Co Buys 17,702 Shares of Schwab Interna

Charles Schwab Trust Co Buys 17,702 Shares of Schwab International Small-Cap Equity ETF $SCHC

Charles Schwab Trust Co lifted its position in Schwab International Small-Cap Equity ETF (NYSEARCA:SCHC – Free Report) by 4.4% during the...
Charles Schwab Trust Co Grows Stake in Vanguard Total Bond M

Charles Schwab Trust Co Grows Stake in Vanguard Total Bond Market ETF $BND

Charles Schwab Trust Co grew its stake in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 4.7% during the fourth...
Schwab Fundamental International Equity ETF $FNDF Shares Acq

Schwab Fundamental International Equity ETF $FNDF Shares Acquired by Charles Schwab Trust Co

Charles Schwab Trust Co grew its holdings in Schwab Fundamental International Equity ETF (NYSEARCA:FNDF – Free Report) by 1.3% during the...
Breakwater Capital Group Purchases 16,526 Shares of Invesco

Breakwater Capital Group Purchases 16,526 Shares of Invesco International BuyBack Achievers ETF $IPKW

Breakwater Capital Group raised its position in Invesco International BuyBack Achievers ETF (NASDAQ:IPKW – Free Report) by 14.7% during the 4th...
Breakwater Capital Group Buys 58,406 Shares of Dimensional I

Breakwater Capital Group Buys 58,406 Shares of Dimensional International Core Equity Market ETF $DFAI

Breakwater Capital Group grew its stake in shares of Dimensional International Core Equity Market ETF (NYSEARCA:DFAI – Free Report) by 124.5%...
Breakwater Capital Group Boosts Stock Position in Vanguard S

Breakwater Capital Group Boosts Stock Position in Vanguard Short-Term Inflation-Protected Securities ETF $VTIP

Breakwater Capital Group grew its position in shares of Vanguard Short-Term Inflation-Protected Securities ETF (NASDAQ:VTIP – Free Report) by...
Breakwater Capital Group Raises Holdings in Invesco S&P MidC

Breakwater Capital Group Raises Holdings in Invesco S&P MidCap Momentum ETF $XMMO

Breakwater Capital Group boosted its position in Invesco S&P MidCap Momentum ETF (NYSEARCA:XMMO – Free Report) by 134.9% during the fourth...
SPDR Portfolio S&P 400 Mid Cap ETF $SPMD Shares Bought by Br

SPDR Portfolio S&P 400 Mid Cap ETF $SPMD Shares Bought by Breakwater Capital Group

Breakwater Capital Group raised its stake in shares of SPDR Portfolio S&P 400 Mid Cap ETF (NYSEARCA:SPMD – Free Report) by 206.6% during...
Breakwater Capital Group Acquires 12,428 Shares of JPMorgan

Breakwater Capital Group Acquires 12,428 Shares of JPMorgan Municipal ETF $JMUB

Breakwater Capital Group increased its holdings in JPMorgan Municipal ETF (BATS:JMUB – Free Report) by 29.7% in the fourth quarter, according...
Breakwater Capital Group Has $7.39 Million Holdings in Inves

Breakwater Capital Group Has $7.39 Million Holdings in Invesco RAFI Developed Markets ex-U.S. ETF $PXF

Breakwater Capital Group increased its holdings in shares of Invesco RAFI Developed Markets ex-U.S. ETF (NYSEARCA:PXF – Free Report) by 37.9%...
iShares MSCI EAFE Small-Cap ETF $SCZ Shares Sold by Breakwat

iShares MSCI EAFE Small-Cap ETF $SCZ Shares Sold by Breakwater Capital Group

Breakwater Capital Group lessened its holdings in iShares MSCI EAFE Small-Cap ETF (NASDAQ:SCZ – Free Report) by 23.6% in the 4th quarter,...
iShares Fallen Angels USD Bond ETF $FALN Shares Sold by Brea

iShares Fallen Angels USD Bond ETF $FALN Shares Sold by Breakwater Capital Group

Breakwater Capital Group trimmed its position in iShares Fallen Angels USD Bond ETF (NASDAQ:FALN – Free Report) by 5.9% in the fourth quarter,...
Breakwater Capital Group Boosts Stock Position in iShares MS

Breakwater Capital Group Boosts Stock Position in iShares MSCI Intl Quality Factor ETF $IQLT

Breakwater Capital Group raised its stake in iShares MSCI Intl Quality Factor ETF (NYSEARCA:IQLT – Free Report) by 8.3% during the 4th quarter,...
Breakwater Capital Group Boosts Holdings in PIMCO Multi Sect

Breakwater Capital Group Boosts Holdings in PIMCO Multi Sector Bond Active ETF $PYLD

Breakwater Capital Group lifted its stake in shares of PIMCO Multi Sector Bond Active ETF (NYSEARCA:PYLD – Free Report) by 15.0% during the 4th...
Vanguard Mega Cap Value ETF $MGV is Breakwater Capital Group

Vanguard Mega Cap Value ETF $MGV is Breakwater Capital Group’s 4th Largest Position

Breakwater Capital Group boosted its holdings in shares of Vanguard Mega Cap Value ETF (NYSEARCA:MGV – Free Report) by 11.4% during the 4th...
Dynamic Advisor Solutions LLC Sells 48,366 Shares of Dimensi

Dynamic Advisor Solutions LLC Sells 48,366 Shares of Dimensional International High Profitability ETF $DIHP

Dynamic Advisor Solutions LLC cut its position in shares of Dimensional International High Profitability ETF (BATS:DIHP – Free Report) by 17.4%...
Crocodile Capital Partners GmbH Acquires Shares of 187,226 I

Crocodile Capital Partners GmbH Acquires Shares of 187,226 Interactive Brokers Group, Inc. $IBKR

Crocodile Capital Partners GmbH acquired a new stake in shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) in the 4th...
Elevation Wealth Partners LLC Buys 8,828 Shares of Avantis I

Elevation Wealth Partners LLC Buys 8,828 Shares of Avantis International Equity ETF $AVDE

Elevation Wealth Partners LLC lifted its stake in Avantis International Equity ETF (NYSEARCA:AVDE – Free Report) by 5.4% in the 4th quarter,...
JPMorgan U.S. Quality Factor ETF $JQUA Stake Boosted by Brea

JPMorgan U.S. Quality Factor ETF $JQUA Stake Boosted by Breakwater Capital Group

Breakwater Capital Group increased its stake in JPMorgan U.S. Quality Factor ETF (NYSEARCA:JQUA – Free Report) by 11.4% in the fourth quarter,...
Crocodile Capital Partners GmbH Acquires 60,000 Shares of UB

Crocodile Capital Partners GmbH Acquires 60,000 Shares of UBS Group AG $UBS

Crocodile Capital Partners GmbH boosted its holdings in shares of UBS Group AG (NYSE:UBS – Free Report) by 5.9% in the 4th quarter, according...
Crocodile Capital Partners GmbH Acquires 60,000 Shares of UB

Crocodile Capital Partners GmbH Acquires 60,000 Shares of UBS Group AG $UBS

Crocodile Capital Partners GmbH boosted its holdings in shares of UBS Group AG (NYSE:UBS – Free Report) by 5.9% in the 4th quarter, according...
Dynamic Advisor Solutions LLC Purchases Shares of 126,889 Di

Dynamic Advisor Solutions LLC Purchases Shares of 126,889 Dimensional Global Credit ETF $DGCB

Dynamic Advisor Solutions LLC acquired a new position in Dimensional Global Credit ETF (NASDAQ:DGCB – Free Report) during the 4th quarter,...
Dynamic Advisor Solutions LLC Purchases 42,671 Shares of SPD

Dynamic Advisor Solutions LLC Purchases 42,671 Shares of SPDR Portfolio S&P 500 ETF $SPLG

Dynamic Advisor Solutions LLC lifted its position in shares of SPDR Portfolio S&P 500 ETF (NYSEARCA:SPLG – Free Report) by 5.4% during the...
BlackRock $BLK Shares Sold by Dynamic Advisor Solutions LLC

BlackRock $BLK Shares Sold by Dynamic Advisor Solutions LLC

Dynamic Advisor Solutions LLC reduced its stake in BlackRock (NYSE:BLK – Free Report) by 12.5% in the fourth quarter, according to the company...
Bennett Selby Investments LP Makes New $570,000 Investment i

Bennett Selby Investments LP Makes New $570,000 Investment in Schwab US Broad Market ETF $SCHB

Bennett Selby Investments LP purchased a new stake in Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) in the 4th quarter, according to...
Invesco Senior Loan ETF $BKLN Shares Bought by Bennett Selby

Invesco Senior Loan ETF $BKLN Shares Bought by Bennett Selby Investments LP

Bennett Selby Investments LP grew its position in shares of Invesco Senior Loan ETF (NYSEARCA:BKLN – Free Report) by 385.7% during the 4th...
Invesco RAFI US 1000 ETF $PRF Stock Position Lessened by Bre

Invesco RAFI US 1000 ETF $PRF Stock Position Lessened by Breakwater Capital Group

Breakwater Capital Group cut its stake in Invesco RAFI US 1000 ETF (NYSEARCA:PRF – Free Report) by 12.0% in the fourth quarter, according to...
iShares Core S&P U.S. Growth ETF $IUSG is Elevation Wealth P

iShares Core S&P U.S. Growth ETF $IUSG is Elevation Wealth Partners LLC’s 3rd Largest Position

Elevation Wealth Partners LLC cut its holdings in iShares Core S&P U.S. Growth ETF (NASDAQ:IUSG – Free Report) by 3.7% during the fourth...
SPDR Russell 1000 Low Volatility Focus ETF $ONEV Shares Sold

SPDR Russell 1000 Low Volatility Focus ETF $ONEV Shares Sold by Dynamic Advisor Solutions LLC

Dynamic Advisor Solutions LLC lowered its holdings in shares of SPDR Russell 1000 Low Volatility Focus ETF (NYSEARCA:ONEV – Free Report) by...
Dynamic Advisor Solutions LLC Sells 110,320 Shares of Dimens

Dynamic Advisor Solutions LLC Sells 110,320 Shares of Dimensional US Real Estate ETF $DFAR

Dynamic Advisor Solutions LLC lowered its position in shares of Dimensional US Real Estate ETF (NYSEARCA:DFAR – Free Report) by 26.7% during...
Dynamic Advisor Solutions LLC Sells 243,319 Shares of SPDR P

Dynamic Advisor Solutions LLC Sells 243,319 Shares of SPDR Portfolio Short Term Corporate Bond ETF $SPSB

Dynamic Advisor Solutions LLC lowered its position in shares of SPDR Portfolio Short Term Corporate Bond ETF (NYSEARCA:SPSB – Free Report) by...
Invesco RAFI US 1500 Small-Mid ETF $PRFZ Shares Sold by Dyna

Invesco RAFI US 1500 Small-Mid ETF $PRFZ Shares Sold by Dynamic Advisor Solutions LLC

Dynamic Advisor Solutions LLC cut its holdings in shares of Invesco RAFI US 1500 Small-Mid ETF (NASDAQ:PRFZ – Free Report) by 32.7% during the...
Centerline Wealth Advisors LLC Sells 5,772 Shares of iShares

Centerline Wealth Advisors LLC Sells 5,772 Shares of iShares U.S. Technology ETF $IYW

Centerline Wealth Advisors LLC cut its position in shares of iShares U.S. Technology ETF (NYSEARCA:IYW – Free Report) by 13.3% during the...
TCW Transform Systems ETF $PWRD is Centerline Wealth Advisor

TCW Transform Systems ETF $PWRD is Centerline Wealth Advisors LLC’s 6th Largest Position

Centerline Wealth Advisors LLC boosted its holdings in shares of TCW Transform Systems ETF (NASDAQ:PWRD – Free Report) by 144.9% during the 4th...
Dynamic Advisor Solutions LLC Trims Stake in Fidelity MSCI R

Dynamic Advisor Solutions LLC Trims Stake in Fidelity MSCI Real Estate Index ETF $FREL

Dynamic Advisor Solutions LLC decreased its stake in shares of Fidelity MSCI Real Estate Index ETF (NYSEARCA:FREL – Free Report) by 20.3% in...
JPMorgan Active Value ETF $JAVA is Centerline Wealth Advisor

JPMorgan Active Value ETF $JAVA is Centerline Wealth Advisors LLC’s 4th Largest Position

Centerline Wealth Advisors LLC lifted its position in shares of JPMorgan Active Value ETF (NYSEARCA:JAVA – Free Report) by 70.6% in the 4th...
Centerline Wealth Advisors LLC Acquires Shares of 56,599 iSh

Centerline Wealth Advisors LLC Acquires Shares of 56,599 iShares 3-7 Year Treasury Bond ETF $IEI

Centerline Wealth Advisors LLC acquired a new stake in iShares 3-7 Year Treasury Bond ETF (NASDAQ:IEI – Free Report) during the 4th quarter,...
Visa Inc. $V is Baldwin Wealth Partners LLC MA’s 8th Largest

Visa Inc. $V is Baldwin Wealth Partners LLC MA’s 8th Largest Position

Baldwin Wealth Partners LLC MA decreased its holdings in Visa Inc. (NYSE:V – Free Report) by 1.4% in the fourth quarter, according to its most...
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