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icono de CGCV

Capital Group Conservative Equity ETF
CGCV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Capital International Investors
1
Capital International Investors
California
USD 327 M +USD 1.42 M +44,788 +0.5%
Capital Group Private Client Services
2
Capital Group Private Client Services
California
USD 203 M +USD 25.2 M +795,041 +15%
LPL Financial
3
LPL Financial
California
USD 188 M +USD 34 M +1,074,751 +23%
Raymond James Financial
4
Raymond James Financial
Florida
USD 96.6 M +USD 18.1 M +571,784 +24%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
USD 81.4 M +USD 10.9 M +345,170 +16%
Wells Fargo
6
Wells Fargo
California
USD 67.7 M +USD 44.2 M +1,396,927 +210%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
USD 42 M +USD 2.07 M +65,446 +5%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
USD 36.6 M +USD 7.07 M +223,418 +25%
DAS
9
DMKC Advisory Services
Iowa
USD 31.2 M +USD 27.9 M +882,200 +1,271%
Jones Financial Companies
10
Jones Financial Companies
Missouri
USD 29.6 M +USD 7.92 M +250,328 +38%
Stifel Financial
11
Stifel Financial
Missouri
USD 27.3 M -USD 242 k -7,644 -0.9%
TPF
12
Tribridge Partners Financial
Maryland
USD 25.9 M -USD 334 k -10,555 -1%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
USD 21.4 M -USD 5.86 M -185,038 -22%
EFP
14
Envision Financial Planning
Tennessee
USD 21 M +USD 319 k +10,083 +2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
USD 20.9 M -USD 2.4 M -75,694 -11%
Clearstead Trust
16
Clearstead Trust
Maine
USD 17.6 M +USD 698 k +22,052 +4%
Souders Financial Advisors
17
Souders Financial Advisors
Ohio
USD 16.8 M +USD 1.31 M +41,449 +9%
Osaic Holdings
18
Osaic Holdings
Arizona
USD 16 M +USD 4.33 M +136,691 +39%
HighPoint Advisor Group
19
HighPoint Advisor Group
Illinois
USD 15 M +USD 36.7 k +1,159 +0.3%
MML Investors Services
20
MML Investors Services
Massachusetts
USD 14.8 M +USD 2.84 M +89,707 +25%
Bank of America
21
Bank of America
North Carolina
USD 14.5 M +USD 5.35 M +169,224 +62%
Confluence Wealth Services
22
Confluence Wealth Services
Pennsylvania
USD 13.7 M +USD 2.07 M +65,443 +19%
D.J. St. Germain
23
D.J. St. Germain
Massachusetts
USD 12.4 M -USD 79.3 k -2,506 -0.7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
USD 12.3 M +USD 868 k +27,420 +8%
Advisornet Financial
25
Advisornet Financial
Minnesota
USD 12.1 M +USD 818 k +25,851 +8%
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