CWM LLC acquired a new position in shares of Dimensional US Marketwide Value ETF during the second quarter worth about $719,000.

Source: https://www.etfdailynews.com/2023/02/13/ifp-advisors-inc-boosts-stake-in-dimensional-us-marketwide-value-etf-nysearcadfuv/

CWM LLC boosted its holdings in Jabil by 198.4% in the second quarter.

Source: https://www.etfdailynews.com/2023/01/06/jabil-inc-nysejbl-shares-sold-by-xponance-inc/

CWM LLC boosted its holdings in shares of Aspen Technology by 163.9% in the 3rd quarter.

Source: https://www.americanbankingnews.com/2023/02/13/amalgamated-bank-sells-96-shares-of-aspen-technology-inc-nasdaqazpn.html

CWM LLC boosted its holdings in shares of JPMorgan Ultra-Short Municipal ETF by 18.4% in the second quarter.

Source: https://www.etfdailynews.com/2023/11/12/jpmorgan-ultra-short-municipal-etf-batsjmst-stake-lifted-by-encompass-wealth-advisors-llc/

CWM LLC boosted its position in AngioDynamics by 1,048.0% in the fourth quarter.

Source: https://www.etfdailynews.com/2023/07/08/allspring-global-investments-holdings-llc-has-2-million-stock-position-in-angiodynamics-inc-nasdaqango-2/

CWM LLC boosted its position in Broadstone Net Lease by 170.2% in the fourth quarter.

Source: https://www.americanbankingnews.com/2023/08/25/112997-shares-in-broadstone-net-lease-inc-nysebnl-bought-by-atria-investments-inc.html

CWM LLC boosted its position in shares of First Industrial Realty Trust by 147.7% during the 4th quarter.

Source: https://www.etfdailynews.com/2023/05/18/commonwealth-equity-services-llc-purchases-2730-shares-of-first-industrial-realty-trust-inc-nysefr/

CWM LLC boosted its stake in DaVita by 38.0% in the 2nd quarter.

Source: https://www.americanbankingnews.com/2023/02/04/davita-inc-nysedva-position-trimmed-by-quantinno-capital-management-lp.html

CWM LLC grew its position in Clarivate by 31.0% in the fourth quarter.

Source: https://www.etfdailynews.com/2023/08/10/clarivate-plc-nyseclvt-shares-sold-by-oregon-public-employees-retirement-fund/

CWM LLC grew its position in Fifth Third Bancorp by 2.1% in the fourth quarter.

Source: https://www.etfdailynews.com/2023/04/08/fifth-third-bancorp-nasdaqfitb-shares-gap-up-to-25-77/

CWM LLC grew its position in shares of VanEck Fallen Angel High Yield Bond ETF by 218.5% during the 4th quarter.

Source: https://www.etfdailynews.com/2023/05/20/raymond-james-associates-sells-125496-shares-of-vaneck-fallen-angel-high-yield-bond-etf-nasdaqangl/

CWM LLC grew its stake in Allison Transmission by 115.6% in the second quarter.

Source: https://www.americanbankingnews.com/2023/12/15/bokf-na-has-5-48-million-position-in-allison-transmission-holdings-inc-nysealsn.html

CWM LLC increased its holdings in iShares Global 100 ETF by 163.9% during the 3rd quarter.

Source: https://www.americanbankingnews.com/2023/01/15/atria-investments-llc-has-4-42-million-stock-position-in-ishares-global-100-etf-nysearcaioo.html

CWM LLC increased its holdings in shares of Allegro MicroSystems by 21.8% in the fourth quarter.

Source: https://www.etfdailynews.com/2023/05/01/allegro-microsystems-inc-nasdaqalgm-shares-sold-by-los-angeles-capital-management-llc/

CWM LLC increased its holdings in shares of Principal Financial Group by 8.1% in the 1st quarter.

Source: https://www.americanbankingnews.com/2023/07/20/banque-pictet-cie-sa-sells-5563-shares-of-principal-financial-group-inc-nasdaqpfg.html

CWM LLC increased its holdings in shares of Xenia Hotels & Resorts by 56.4% in the third quarter.

Source: https://www.americanbankingnews.com/2023/02/26/guggenheim-capital-llc-lowers-stock-holdings-in-xenia-hotels-resorts-inc-nysexhr.html

CWM LLC increased its position in Fresenius Medical Care AG & Co. KGaA by 82.0% during the 3rd quarter.

Source: https://www.dailypolitical.com/2023/04/16/fresenius-medical-care-ag-co-kgaa-nysefms-pt-raised-to-24-00.html

CWM LLC increased its position in shares of Axos Financial by 8.1% during the fourth quarter.

Source: https://www.etfdailynews.com/2023/05/24/dimensional-fund-advisors-lp-acquires-146293-shares-of-axos-financial-inc-nyseax/

CWM LLC increased its position in shares of Washington Federal by 1.0% during the first quarter.

Source: https://www.dailypolitical.com/2023/08/07/talbot-financial-llc-boosts-stock-holdings-in-washington-federal-inc-nasdaqwafd.html

CWM LLC increased its stake in BlackRock Utilities, Infrastructure & Power Opportunities Trust by 461.0% in the fourth quarter.

Source: https://www.etfdailynews.com/2023/07/14/d-a-davidson-co-grows-position-in-blackrock-utilities-infrastructure-power-opportunities-trust-nysebui/