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icono de CGCV

Capital Group Conservative Equity ETF
CGCV

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Advisortrust Partners
101
Advisortrust Partners
North Carolina
USD 458 k +USD 93.3 k +2,948 +27%
Flagship Wealth Advisors
102
Flagship Wealth Advisors
Massachusetts
USD 437 k +USD 421 k +13,315 Nuevas
Lodestone Wealth Management
103
Lodestone Wealth Management
Washington
USD 421 k +USD 1.65 k +52 +0.4%
AQR Capital Management
104
AQR Capital Management
Connecticut
USD 414 k – – –
EQ Wealth Advisors
105
EQ Wealth Advisors
Texas
USD 402 k +USD 387 k +12,244 Nuevas
Simplicity Wealth
106
Simplicity Wealth
New Jersey
USD 380 k +USD 4.68 k +148 +1%
Nations Financial Group
107
Nations Financial Group
Iowa
USD 377 k +USD 46.8 k +1,480 +15%
Concurrent Investment Advisors
108
Concurrent Investment Advisors
Florida
USD 362 k +USD 349 k +11,021 Nuevas
CIM
109
Capital Investment Management
Missouri
USD 358 k +USD 106 k +3,344 +44%
Creative Planning
110
Creative Planning
Kansas
USD 355 k +USD 28.6 k +904 +9%
Advisory Services Network
111
Advisory Services Network
Georgia
USD 353 k +USD 46.9 k +1,481 +16%
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
USD 347 k +USD 334 k +10,564 Nuevas
HB Wealth Management
113
HB Wealth Management
Georgia
USD 341 k +USD 329 k +10,400 Nuevas
LongView Wealth Management
114
LongView Wealth Management
Georgia
USD 336 k -USD 77.8 k -2,457 -19%
Park Avenue Securities
115
Park Avenue Securities
New York
USD 331 k +USD 319 k +10,073 Nuevas
Perennial Investment Advisors
116
Perennial Investment Advisors
California
USD 319 k +USD 307 k +9,716 Nuevas
FSBI
117
Fearless Solutions (Best Invest)
Texas
USD 319 k +USD 39.1 k +1,235 +15%
Wedbush Securities
118
Wedbush Securities
California
USD 318 k +USD 7.4 k +234 +2%
OneAscent Financial Services
119
OneAscent Financial Services
Alabama
USD 312 k +USD 95 +3 +0%
Golden State Wealth Management
120
Golden State Wealth Management
California
USD 310 k -USD 1.73 M -54,703 -85%
Arax Advisory Partners
121
Arax Advisory Partners
Colorado
USD 301 k +USD 286 k +9,035 +6,023%
Triune Financial Partners
122
Triune Financial Partners
Kansas
USD 300 k +USD 1.27 k +40 +0.4%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
USD 262 k +USD 253 k +7,995 Nuevas
Signature Estate & Investment Advisors
124
Signature Estate & Investment Advisors
California
USD 259 k +USD 22.4 k +708 +10%
Gerber Kawasaki Wealth & Investment Management
125
Gerber Kawasaki Wealth & Investment Management
California
USD 243 k +USD 19.4 k +614 +9%
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