Litman Gregory Wealth Management LLC trimmed its stake in Vanguard Total Stock Market ETF (NYSEARCA:VTI – Free Report) by 1.1 ...

Marietta Wealth Management LLC lifted its holdings in shares of UnitedHealth Group Incorporated (NYSE:UNH – Free Report) by 5 ...

Coerente Capital Management decreased its stake in shares of Fiserv, Inc. (NYSE:FI – Free Report) by 7.1% during the 4th ...

Flagstone Financial Management grew its stake in Vanguard Real Estate ETF (NYSEARCA:VNQ – Free Report) by 3.2% in the 4th ...

Destiny Wealth Partners LLC grew its stake in shares of Vanguard Mid-Cap ETF (NYSEARCA:VO – Free Report) by 2.1% during the ...

Concord Asset Management LLC VA grew its holdings in shares of Amgen Inc. (NASDAQ:AMGN – Free Report) by 2.3% during the ...

GFS Advisors LLC acquired a new position in shares of Vanguard Growth ETF (NYSEARCA:VUG – Free Report) in the 4th quarter, ...

Alpha Omega Wealth Management LLC trimmed its stake in shares of Vanguard Short-Term Bond ETF (NYSEARCA:BSV – Free Report) by ...

Stableford Capital II LLC reduced its holdings in Linde plc (NASDAQ:LIN – Free Report) by 1.8% during the 4th quarter, ...

Coerente Capital Management grew its position in shares of U.S. Bancorp (NYSE:USB – Free Report) by 1.4% during the 4th ...

Crews Bank & Trust purchased a new stake in Shopify Inc. (NYSE:SHOP – Free Report) (TSE:SHOP) during the fourth quarter, ...

Crews Bank & Trust bought a new position in shares of Citigroup Inc. (NYSE:C – Free Report) during the 4th quarter, according ...