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iShares TIPS Bond ETF (NYSEARCA:TIP) Shares Bought by Strategic Wealth Investment Group LLC

Strategic Wealth Investment Group LLC grew its stake in shares of iShares TIPS Bond ETF (NYSEARCA:TIP – Free Report) by 3.9% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 82,764 shares of the exchange traded fund’s stock after acquiring an […]
Congress Wealth Management Exchange Commission Connable Office Inc Barclays Treasury Inflation Protected Securities Bond Fund Company Profile Bragg Financial Advisors Inc

Centered Wealth LLC dba Miller Equity Capital Advisors Grows Holdings in Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO)

Centered Wealth LLC dba Miller Equity Capital Advisors lifted its stake in shares of Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO – Free Report) by 100.0% in the first quarter, Holdings Channel reports. The firm owned 8,879 shares of the company’s stock after buying an additional 4,439 shares during the period. Centered Wealth LLC dba Miller […]
Fifth Third Bancorp Ameritas Advisory Services Americas Holdings Corp Third Bancorp Holdings Channel Sp Committee
Source: wkrb13.com

Vanguard Total Bond Market ETF (NASDAQ:BND) is Centered Wealth LLC dba Miller Equity Capital Advisors' 4th Largest Position

Centered Wealth LLC dba Miller Equity Capital Advisors grew its position in shares of Vanguard Total Bond Market ETF (NASDAQ:BND – Free Report) by 81.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 100,362 shares of the company’s stock […]
Exchange Capital Management Inc Vision Capital Management Inc Guardian Wealth Advisors Life Group Company Profile Exchange Commission

Centered Wealth LLC dba Miller Equity Capital Advisors Increases Position in Vanguard Communication Services ETF (NYSEARCA:VOX)

Centered Wealth LLC dba Miller Equity Capital Advisors increased its stake in Vanguard Communication Services ETF (NYSEARCA:VOX – Free Report) by 0.9% in the first quarter, HoldingsChannel.com reports. The firm owned 31,705 shares of the company’s stock after acquiring an additional 295 shares during the quarter. Vanguard Communication Services ETF accounts for 1.7% of Centered […]
United States Morningstar Investment Services Msci Us Investable Market Telecommunication Services News Ratings For Vanguard Communication Services Vanguard Communication Services Beacon Capital Management Inc

Centered Wealth LLC dba Miller Equity Capital Advisors Has $6.17 Million Stock Position in Vanguard Large-Cap ETF (NYSEARCA:VV)

Centered Wealth LLC dba Miller Equity Capital Advisors boosted its stake in shares of Vanguard Large-Cap ETF (NYSEARCA:VV – Free Report) by 13.4% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,048 shares of the company’s stock after buying an additional […]
United States Pricet Rowe Associates Inc Resurgent Financial Advisors Scharf Investments Beacon Capital Management Cap Index Fund The
Source: wkrb13.com

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Vanguard Financials ETF (NYSEARCA:VFH) Shares Bought by Centered Wealth LLC dba Miller Equity Capital Advisors

Centered Wealth LLC dba Miller Equity Capital Advisors raised its holdings in Vanguard Financials ETF (NYSEARCA:VFH – Free Report) by 7.6% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 47,580 shares of the company’s stock after purchasing an additional 3,375 […]
United States Securities Exchange Commission Mission Capital Company Profile Brown Brothers Harriman Co Atwood Palmer Inc

Centered Wealth LLC dba Miller Equity Capital Advisors Buys 4,439 Shares of Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO)

Centered Wealth LLC dba Miller Equity Capital Advisors increased its stake in shares of Vanguard S&P Small-Cap 600 ETF (NYSEARCA:VIOO – Free Report) by 100.0% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,879 shares of the company’s stock after […]
Orgel Wealth Management Baystate Wealth Management Day In July Cerity Partners Sp Committee Securities Exchange Commission

Centered Wealth LLC dba Miller Equity Capital Advisors Purchases 295 Shares of Vanguard Communication Services ETF (NYSEARCA:VOX)

Centered Wealth LLC dba Miller Equity Capital Advisors increased its position in shares of Vanguard Communication Services ETF (NYSEARCA:VOX – Free Report) by 0.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 31,705 shares of the company’s stock after […]
United States Wealth Management News Ratings For Vanguard Communication Services Vanguard Communication Services Msci Us Investable Market Telecommunication Services Waters Parkerson
Source: wkrb13.com

JPMorgan Chase & Co. (NYSE:JPM) Shares Purchased by Centered Wealth LLC dba Miller Equity Capital Advisors

Centered Wealth LLC dba Miller Equity Capital Advisors increased its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 12.6% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,677 shares of the financial services provider’s stock after purchasing an additional […]
Piper Sandler Creative Capital Management Investments Capital Directions Investment Advisors Marshall Sullivan Inc Jpmorgan Chase Co Retirement Financial Solutions

Centered Wealth LLC dba Miller Equity Capital Advisors Purchases 1,400 Shares of The Williams Companies, Inc. (NYSE:WMB)

Centered Wealth LLC dba Miller Equity Capital Advisors lifted its stake in shares of The Williams Companies, Inc. (NYSE:WMB – Get Rating) by 3.2% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 44,500 shares of the pipeline company’s stock after buying an additional 1,400 […]
Williamh Spence Sanfordc Bernstein Williams Companies Price Performance Williams Companies Inc Quarter For Williams Companies Fairfield Bush
Source: wkrb13.com

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