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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
226
Souders Financial Advisors
Ohio
$504K +$524K +14,634 New
LWM
227
Lodestone Wealth Management
Washington
$490K -$7.63K -213 -1%
RMP
228
Richards, Merrill & Peterson
Washington
$487K +$8.2K +229 +2%
OWA
229
OakTrust Wealth Advisors
Connecticut
$483K -$496K -13,847 -50%
PI
230
PFG Investments
New York
$476K +$96.3K +2,689 +24%
SIG
231
Spinnaker Investment Group
California
$468K -$28.9K -807 -6%
MFA
232
Mayflower Financial Advisors
Massachusetts
$459K
AQR Capital Management
233
AQR Capital Management
Connecticut
$447K
HIP
234
HUB Investment Partners
Texas
$437K -$32.8K -915 -7%
DWAM
235
Duncan Williams Asset Management
Tennessee
$432K +$450K +12,562 New
MWM
236
Modern Wealth Management
Kansas
$430K +$23.3K +652 +6%
AAS
237
Ameritas Advisory Services
Nebraska
$425K +$1.58K +44 +0.4%
SEP
238
Southland Equity Partners
Missouri
$423K +$50.8K +1,418 +13%
TWC
239
TD Waterhouse Canada
Ontario, Canada
$423K +$118K +3,295 +37%
IA
240
Integrity Alliance
Iowa
$423K -$844K -23,571 -66%
AG
241
AmeriFlex Group
Nevada
$422K +$439K +12,267 New
JCM
242
Jacobi Capital Management
Pennsylvania
$418K +$130K +3,631 +43%
MCA
243
MSH Capital Advisors
Arizona
$417K +$8.77K +245 +2%
Natixis Advisors
244
Natixis Advisors
Massachusetts
$411K +$428K +11,950 New
MCA
245
Magnolia Capital Advisors
Mississippi
$398K +$15.3K +427 +4%
OFS
246
OneAscent Financial Services
Alabama
$396K +$134K +3,746 +48%
SFGM
247
Stonebridge Financial Group (Missouri)
Missouri
$396K +$99.6K +2,781 +32%
WF
248
Warner Financial
Maryland
$377K
SWM
249
Spire Wealth Management
Virginia
$376K
TIA
250
TCFG Investment Advisors
California
$374K +$389K +10,868 New