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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FP
226
Financial Perspectives
Minnesota
$250K +$47.3K +1,387 +24%
HGA
227
Hobbs Group Advisors
South Carolina
$249K +$245K +7,180 New
OMC
228
Old Mission Capital
Illinois
$246K -$8.68M -254,651 -97%
EWS
229
Evergreen Wealth Solutions
Pennsylvania
$238K
PTC
230
Private Trust Company
Ohio
$235K -$105K -3,085 -31%
CA
231
Claro Advisors
Massachusetts
$232K
HPC
232
Hobart Private Capital
North Carolina
$232K +$4.19K +123 +2%
AAP
233
Arax Advisory Partners
Colorado
$228K +$71.7K +2,104 +47%
PRI
234
Prepared Retirement Institute
Pennsylvania
$227K -$102K -2,983 -31%
TWC
235
TD Waterhouse Canada
Ontario, Canada
$226K +$28.8K +845 +15%
NWMG
236
Nicholson Wealth Management Group
South Carolina
$222K
SM
237
Sweeney & Michel
California
$222K +$1.16K +34 +0.5%
IA
238
IFG Advisory
Georgia
$218K +$214K +6,289 New
MEAC
239
M.E. Allison & Co
Texas
$207K +$203K +5,965 New
HAM
240
Harmony Asset Management
Arizona
$206K -$2.52K -74 -1%
CAL
241
Capital Analysts LLC
Pennsylvania
$178K +$174K +5,113 New
AF
242
Allworth Financial
California
$173K +$10.6K +311 +7%
NEWAS
243
N.E.W. Advisory Services
Wisconsin
$150K +$715 +21 +0.5%
SIS
244
Strategic Investment Solutions
Illinois
$84.6K
MSFP
245
Mark Sheptoff Financial Planning
Connecticut
$78.7K +$6.06K +178 +9%
AI
246
Arvest Investments
Arkansas
$61.3K
US Bancorp
247
US Bancorp
Minnesota
$57.1K +$37.6K +1,105 +205%
PS
248
Principal Securities
Iowa
$56.5K -$12.2K -359 -18%
CFD
249
Creative Financial Designs
Indiana
$45.1K
FGAM
250
Financial Gravity Asset Management
Texas
$39.8K +$39.1K +1,147 New