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icono de CGCV

Capital Group Conservative Equity ETF
CGCV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
&Partners
26
&Partners
Tennessee
USD 11.2 M +USD 944 k +29,844 +10%
JDLA
27
J. Derek Lewis & Associates
California
USD 10.8 M +USD 1.45 M +45,758 +16%
Steward Partners Investment Advisory
28
Steward Partners Investment Advisory
New York
USD 10.7 M +USD 3.11 M +98,250 +43%
Harbour Investments
29
Harbour Investments
Wisconsin
USD 10.6 M +USD 659 k +20,838 +7%
Valmark Advisers
30
Valmark Advisers
Ohio
USD 10.6 M +USD 1.36 M +42,914 +15%
CA
31
Carson Advisory
Georgia
USD 9.9 M +USD 277 k +8,739 +3%
RFS
32
RM Financial Services
Maine
USD 9.3 M +USD 73.6 k +2,327 +0.8%
TWM
33
Troutman Wealth Management
Pennsylvania
USD 8.26 M +USD 146 k +4,601 +2%
Financial Management Network
34
Financial Management Network
California
USD 8.13 M +USD 1.16 M +36,785 +17%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
USD 7.66 M +USD 1.58 M +49,972 +27%
MHB
36
Midwest Heritage Bank
Iowa
USD 7.62 M +USD 333 k +10,535 +5%
Western Wealth Management
37
Western Wealth Management
Colorado
USD 6.95 M +USD 5.92 M +187,096 +762%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
USD 6.81 M +USD 872 k +27,557 +15%
Baird Financial Group
39
Baird Financial Group
Wisconsin
USD 6.41 M +USD 140 k +4,415 +2%
Apollon Wealth Management
40
Apollon Wealth Management
South Carolina
USD 6.12 M +USD 746 k +23,588 +14%
CFG
41
Compton Financial Group
Maryland
USD 5.92 M +USD 3.02 M +95,345 +112%
Kestra Advisory Services
42
Kestra Advisory Services
Texas
USD 5.53 M +USD 750 k +23,708 +16%
Vestmark Advisory Solutions
43
Vestmark Advisory Solutions
Massachusetts
USD 5.39 M – – –
Regatta Capital Group
44
Regatta Capital Group
California
USD 4.86 M +USD 509 k +16,095 +12%
Truist Financial
45
Truist Financial
North Carolina
USD 4.61 M +USD 317 k +10,023 +8%
Great Valley Advisor Group
46
Great Valley Advisor Group
Delaware
USD 3.78 M -USD 132 k -4,163 -3%
GTS Securities
47
GTS Securities
Florida
USD 3.54 M +USD 2.68 M +84,794 +366%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
USD 3.42 M +USD 174 k +5,489 +6%
Founders Financial Securities
49
Founders Financial Securities
Maryland
USD 3.2 M +USD 62.7 k +1,980 +2%
EFA
50
Evernest Financial Advisors
Indiana
USD 3.18 M -USD 1.04 M -33,010 -25%
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