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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
226
Pines Wealth Management
North Carolina
$771K -$3.88K -105 -0.5%
Focus Partners Wealth
227
Focus Partners Wealth
Massachusetts
$759K +$122K +3,289 +20%
LFAS
228
Level Four Advisory Services
Texas
$755K +$58K +1,570 +9%
AFM
229
Armstrong Fleming & Moore
District of Columbia
$728K +$259 +7 +0%
ONSWM
230
Old North State Wealth Management
North Carolina
$723K +$704K +19,049 New
AO
231
Advisor OS
Illinois
$719K -$625K -16,920 -47%
FMN
232
Financial Management Network
California
$712K +$170K +4,593 +32%
TF
233
Tudor Financial
Ohio
$708K +$52.8K +1,430 +8%
FFN
234
Focus Financial Network
Minnesota
$695K +$308K +8,344 +84%
SFA
235
Souders Financial Advisors
Ohio
$681K +$122K +3,294 +23%
SFGM
236
Stonebridge Financial Group (Missouri)
Missouri
$679K +$235K +6,370 +55%
MFS
237
McNamara Financial Services
Massachusetts
$660K +$86.6K +2,344 +16%
BWP
238
Balboa Wealth Partners
Arizona
$635K +$4.14K +112 +0.7%
CBA
239
Coastal Bridge Advisors
Connecticut
$606K +$38.1K +1,030 +7%
OFS
240
OneAscent Financial Services
Alabama
$602K +$161K +4,345 +38%
FP
241
Financial Perspectives
Minnesota
$588K +$226K +6,124 +65%
SEIA
242
Signature Estate & Investment Advisors
California
$578K -$4.24M -114,684 -88%
OL
243
Owen LaRue
Kentucky
$572K -$27K -731 -5%
4WM
244
44 Wealth Management
Oregon
$562K +$1.18K +32 +0.2%
RMP
245
Richards, Merrill & Peterson
Washington
$560K +$22.2K +600 +4%
MFA
246
Mayflower Financial Advisors
Massachusetts
$552K +$44.2K +1,196 +9%
NB
247
Nicolet Bankshares
Wisconsin
$546K +$531K +14,379 New
BAM
248
Belpointe Asset Management
Nevada
$546K +$289K +7,814 +119%
Natixis Advisors
249
Natixis Advisors
Massachusetts
$539K +$84K +2,274 +19%
LWM
250
Lodestone Wealth Management
Washington
$537K -$2.96K -80 -0.6%