Mosaic Family Wealth Partners Increases Holdings in Dimensional and Vanguard ETFs During Q3 2026InsiderSet·Aug 9, 2026DFLVVUG
Thrive Capital Increases in Growth-Oriented ETFs and Tech Stocks During Q2 2026InsiderSet·Aug 9, 2026QQQVTV
Robinswood Financial Llc Q2 2026 Portfolio Update: Strategic Adjustments in ETF HoldingsInsiderSet·Jul 18, 2026VTVVUG
Cohen Klingenstein Llc's Q2 2026 Portfolio Shifts: Focus on Tech ETFs & Growth StocksInsiderSet·Jul 17, 2026AAPLSPY
American Financial Advisors Q2 2026 Portfolio Activity: Major Purchases and Sales ObservedInsiderSet·Jul 16, 2026BRK-BQQQ
Brickley Wealth Management Q2 2026 Portfolio Review: Significant ETF Purchases ObservedInsiderSet·Jul 16, 2026AAPLVTV
Whitaker-Myers Wealth Managers: Significant ETF Purchases and Sales Observed in Q2 2026InsiderSet·Jul 12, 2026SCHDDBEF
Towerpoint Wealth Increases Holdings in Growth ETFs, Tech Stocks Amid Q2 ActivityInsiderSet·Jul 12, 2026VTVVUG