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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$156K +$12.3K +390 +9%
AAP
227
Arax Advisory Partners
Colorado
$149K +$64.6K +2,047 +85%
NEWAS
228
N.E.W. Advisory Services
Wisconsin
$143K -$134K -4,253 -50%
SIS
229
Strategic Investment Solutions
Illinois
$81.5K
MSFP
230
Mark Sheptoff Financial Planning
Connecticut
$69.8K
PS
231
Principal Securities
Iowa
$66.4K +$62.6K +1,985 New
AI
232
Arvest Investments
Arkansas
$59K
OWA
233
Opal Wealth Advisors
New York
$45.9K +$22.4K +709 +107%
CFD
234
Creative Financial Designs
Indiana
$43.5K
IHWM
235
Iron Horse Wealth Management
Iowa
$33.4K
MWA
236
Medallion Wealth Advisors
Connecticut
$20K +$18.9K +600 New
US Bancorp
237
US Bancorp
Minnesota
$18.1K
MAS
238
MPWM Advisory Solutions
Georgia
$14.8K +$252 +8 +2%
EWA
239
EQ Wealth Advisors
Texas
$9.37K +$32 +1 +0.4%
BIA
240
Bell Investment Advisors
California
$1.55K
RF
241
Rossby Financial
Florida
$970 +$915 +29 New
MPWT
242
MassMutual Private Wealth & Trust
Connecticut
$368
Bank of America
243
Bank of America
North Carolina
$33 +$32 +1 New
PWA
244
PCG Wealth Advisors
Kansas
-$4.07M -131,456 Closed
RW
245
Rockport Wealth
Ohio
-$1.79M -57,781 Closed
SIM
246
Synergy Investment Management
Florida
-$964K -31,115 Closed
MCA
247
MSH Capital Advisors
Arizona
-$527K -17,017 Closed
TVAMP
248
Tennessee Valley Asset Management Partners
Tennessee
-$493K -15,925 Closed
GSEP
249
Golden State Equity Partners
California
-$482K -15,565 Closed
GS
250
GWN Securities
Florida
-$473K -15,258 Closed