Westfuller Advisors LLC recently lowered its stake in the iShares TIPS Bond ETF, selling 349 shares in the second quarter. The move, which amounted to a 5.1% reduction, left the firm with 6,560 shares valued at $722,000.

Wesbanco Bank Inc. has scaled back its holdings in Stifel Financial Corporation by nearly 14%. Newly released figures show a reduction of 4,400 shares, signaling a strategic change in its investment approach.