ProVise Management Group, LLC Buys Vanguard Mega Cap 300 Index ETF, iShares TIPS Bond ETF, SPDR Portfolio Developed World ex-US ETF, Sells Merck Inc, Overlay Shares Core Bond ETF, Bristol-Myers Squibb Co

• New Purchases: BSCP, XLY, QCLN, STIP, KBWB, ROK, DWAS, IGV, IBM, MAR, PNW, VAW, SPLG, ACM, JKH, HYEM, VCR, CARR, CERN, CROX, TSM, O, QCOM, NVO, HUM, LLY, DLR, PHUN, XELA, EDU, LYG,
• Added Positions: MGC, TIP, SPDW, IGIB, WPP, VO, FISV, BSCO, BDX, ICSH, XOM, KBE, GD, DGRO, SCHV, SCHR, ENB, OMC, WFC, SCHH, ABC, SCHW, D, LMT, PM, BNDX, BSCN, IWY, IYT, SCHG, SPEM, VOE, SNY, RTX, V, SPHY, MO, CMCSA, DUK, NVS, UL, PAGP, GOOG, DFUS, VOO, VUG, AMZN, EIX, HD, MCK, MSFT, TXN, UPS, EVN, NEV, TSLA, MUB, VIOG, XMMO, XSLV, AXP, ADI, CVX, NVDA, PEP, EBAY, AFB, NBH, NVG, BHK, BTZ, BBN, FB, MMD, DMB, UBER, SPT, IAGG, PSCE, QQQ, TFI, XMLV, ALNY, ADP, KMX, CAT, CMP, FE, FCX, MDT, VTRS, ORCL, MMU, MVT, SBI, KTF, NZF, FMN, BGT, MA, KMI, RBLX, ANGL, CWB, FDIS, IBB, IPKW, IVV, MTUM, PAVE, PDBC, PGF, SCZ, SPYV, SWAN, XLV, XRT,
• Reduced Positions: MRK, OVB, BMY, PTNQ, FIS, ARKK, BSV, SCHF, SDY, VIG, EFAV, HYD, SCHM, FCTR, VOT, VYM, LOW, MINT, VCSH, VTIP, MMM, AAPL, C, HON, TRN, DIS, ABBV, PYPL, BSCM, DWM, IWF, SCHB, SCHP, VTEB, T, BLK, BA, INTC, JNJ, BKNG, WMT, SCHA, SCHO, SCHX, SCHZ, SPY, VBR, AMGN, BAX, CBRE, KO, STZ, EMR, EPD, GSK, CRM, VTR, VZ, INSI, SQM, BX, MSCI, DGS, FNDA, HEFA, HYG, HYLS, IJK, IVW, RSP, SLX, SMH, SPHQ, USMV, VGSH, VTI, VXUS, XLK, CB, ABT, APD, TFC, BAC, CSCO, GILD, GS, JCI, MMP, MS, ORLY, OKE, SO, TGT, UNP, LEO, JMM, BLW, JRO, DSM, KKR, GM, PDI, NET, EFA, FIXD, FTSL, GLD, IJT, LMBS, MDYG, MOAT, RWJ, SPLV, SPYG, SUSA, VGT, VIGI, VIS, VNQ, VWO, XLU,
• Sold Out: BSCL, RCII, LYFT, JNK, GE, BABA, SNAP, CRWD, OGN, ACWV, EEM, HYS, IJS,

For the details of ProVise Management Group, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/provise+management+group%2C+llc/current-portfolio/portfolio

1. Vanguard Dividend Appreciation FTF (VIG) - 260,997 shares, 4.06% of the total portfolio. Shares reduced by 2.04%
2. Schwab U.S. Mid-Cap ETF (SCHM) - 477,730 shares, 3.48% of the total portfolio. Shares reduced by 1.61%
3. Schwab U.S. Large-Cap Growth ETF (SCHG) - 198,977 shares, 2.95% of the total portfolio. Shares added by 1.74%
4. Schwab U.S. Large-Cap Value ETF (SCHV) - 419,439 shares, 2.78% of the total portfolio. Shares added by 2.81%
5. Microsoft Corp (MSFT) - 77,793 shares, 2.37% of the total portfolio. Shares added by 1.04%

ProVise Management Group, LLC initiated holding in Invesco BulletShares 2025 Corporate Bond ETF. The purchase prices were between $21.79 and $22.08, with an estimated average price of $21.92. The stock is now traded at around $21.720000. The impact to a portfolio due to this purchase was 0.27%. The holding were 138,045 shares as of 2021-12-31.

ProVise Management Group, LLC initiated holding in Consumer Discretionary Select Sector SPDR. The purchase prices were between $179.1 and $211.1, with an estimated average price of $199.24. The stock is now traded at around $196.520000. The impact to a portfolio due to this purchase was 0.14%. The holding were 7,679 shares as of 2021-12-31.

ProVise Management Group, LLC initiated holding in First Trust NASDAQ Clean Edge Green Energy Idx Fd. The purchase prices were between $60.81 and $81.69, with an estimated average price of $72.22. The stock is now traded at around $63.540000. The impact to a portfolio due to this purchase was 0.09%. The holding were 15,354 shares as of 2021-12-31.

ProVise Management Group, LLC initiated holding in iShares 0-5 Year TIPS Bond ETF. The purchase prices were between $104.69 and $106.26, with an estimated average price of $105.37. The stock is now traded at around $105.120000. The impact to a portfolio due to this purchase was 0.07%. The holding were 6,995 shares as of 2021-12-31.

ProVise Management Group, LLC initiated holding in Invesco DWA SmallCap Momentum ETF. The purchase prices were between $83.8 and $99.74, with an estimated average price of $91.79. The stock is now traded at around $85.320000. The impact to a portfolio due to this purchase was 0.05%. The holding were 6,302 shares as of 2021-12-31.

ProVise Management Group, LLC initiated holding in Invesco KBW Bank ETF. The purchase prices were between $64.94 and $72.86, with an estimated average price of $69.56. The stock is now traded at around $75.540000. The impact to a portfolio due to this purchase was 0.05%. The holding were 7,768 shares as of 2021-12-31.

ProVise Management Group, LLC added to a holding in Vanguard Mega Cap 300 Index ETF by 47.31%. The purchase prices were between $151.5 and $169.23, with an estimated average price of $162.7. The stock is now traded at around $164.110000. The impact to a portfolio due to this purchase was 0.47%. The holding were 96,338 shares as of 2021-12-31.

ProVise Management Group, LLC added to a holding in iShares TIPS Bond ETF by 466.53%. The purchase prices were between $126.62 and $129.87, with an estimated average price of $128.15. The stock is now traded at around $125.910000. The impact to a portfolio due to this purchase was 0.35%. The holding were 35,799 shares as of 2021-12-31.

ProVise Management Group, LLC added to a holding in SPDR Portfolio Developed World ex-US ETF by 53.02%. The purchase prices were between $34.8 and $37.35, with an estimated average price of $36.26. The stock is now traded at around $36.530000. The impact to a portfolio due to this purchase was 0.34%. The holding were 300,632 shares as of 2021-12-31.

ProVise Management Group, LLC added to a holding in ISHARES TRUST by 25.83%. The purchase prices were between $58.55 and $59.76, with an estimated average price of $59.23. The stock is now traded at around $58.210000. The impact to a portfolio due to this purchase was 0.28%. The holding were 249,522 shares as of 2021-12-31.

ProVise Management Group, LLC added to a holding in WPP PLC by 53.91%. The purchase prices were between $64.88 and $76.2, with an estimated average price of $71.37. The stock is now traded at around $81.660000. The impact to a portfolio due to this purchase was 0.23%. The holding were 94,465 shares as of 2021-12-31.

ProVise Management Group, LLC added to a holding in Vanguard Mid-Cap ETF by 26.86%. The purchase prices were between $236.12 and $260.25, with an estimated average price of $250.07. The stock is now traded at around $244.150000. The impact to a portfolio due to this purchase was 0.22%. The holding were 45,744 shares as of 2021-12-31.

ProVise Management Group, LLC sold out a holding in Invesco BulletShares 2021 Corporate Bond ETF. The sale prices were between $21.04 and $21.09, with an estimated average price of $21.07.

ProVise Management Group, LLC sold out a holding in Lyft Inc. The sale prices were between $37.46 and $56.26, with an estimated average price of $46.58.

ProVise Management Group, LLC sold out a holding in SPDR Bloomberg High Yield Bond ETF. The sale prices were between $105.9 and $108.84, with an estimated average price of $107.61.

ProVise Management Group, LLC sold out a holding in Rent-A-Center Inc. The sale prices were between $43.38 and $58.33, with an estimated average price of $49.84.

ProVise Management Group, LLC sold out a holding in General Electric Co. The sale prices were between $89.98 and $111.29, with an estimated average price of $100.68.

ProVise Management Group, LLC sold out a holding in CrowdStrike Holdings Inc. The sale prices were between $194.71 and $293.18, with an estimated average price of $242.83.