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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$711M +$141M +3,809,453 +26%
ACM
2
Advance Capital Management
Michigan
$457M +$2.49M +67,405 +0.6%
Wells Fargo
3
Wells Fargo
California
$385M +$92.6M +2,506,843 +33%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$366M +$52.1M +1,410,430 +17%
Morgan Stanley
5
Morgan Stanley
New York
$234M +$26.7M +721,615 +13%
Raymond James Financial
6
Raymond James Financial
Florida
$215M +$72.2M +1,953,795 +53%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$183M +$28.5M +770,603 +19%
FFS
8
Forge Financial Services
Oklahoma
$146M +$2.87M +77,588 +2%
Osaic Holdings
9
Osaic Holdings
Arizona
$136M +$28.8M +779,204 +28%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$132M +$8.92M +241,503 +7%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$98.5M +$11M +298,834 +13%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$95.6M +$6.79M +183,804 +8%
Jones Financial Companies
13
Jones Financial Companies
Missouri
$89.7M +$16.4M +443,912 +23%
KAS
14
Kestra Advisory Services
Texas
$66.8M +$6.84M +185,041 +12%
AWM
15
Aprio Wealth Management
Georgia
$64.1M -$8.11M -219,398 -12%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$60.5M +$9.31M +251,843 +19%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$60.1M +$9.11M +246,449 +18%
Stifel Financial
18
Stifel Financial
Missouri
$59.4M +$10.9M +295,414 +23%
MML Investors Services
19
MML Investors Services
Massachusetts
$51.2M +$11M +297,762 +28%
JDLA
20
J. Derek Lewis & Associates
California
$50.8M +$3.7M +100,252 +8%
BEI
21
Benjamin Edwards Inc
Missouri
$49.9M +$13.8M +372,888 +40%
CFG
22
Compton Financial Group
Maryland
$48.2M +$26.8M +725,203 +133%
HI
23
Harbour Investments
Wisconsin
$38.6M +$1.67M +45,206 +5%
P
24
&Partners
Tennessee
$38.3M +$5.54M +149,811 +18%
KW
25
KWB Wealth
California
$35.1M +$9.42M +254,970 +38%