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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
251
Spinnaker Investment Group
California
$524K +$8.09K +219 +2%
OC
252
Oppenheimer & Co
New York
$517K +$204K +5,520 +68%
IA
253
Integrity Alliance
Iowa
$507K +$39.9K +1,079 +9%
JCM
254
Jacobi Capital Management
Pennsylvania
$496K +$33.6K +910 +7%
AWA
255
Arkadios Wealth Advisors
Georgia
$493K +$480K +12,982 New
AQR Capital Management
256
AQR Capital Management
Connecticut
$493K
MCA
257
MSH Capital Advisors
Arizona
$490K +$29.1K +788 +6%
LC
258
Lincoln Capital
Nebraska
$481K +$252K +6,810 +116%
TIA
259
TCFG Investment Advisors
California
$477K +$62.5K +1,692 +16%
MWM
260
Modern Wealth Management
Kansas
$472K +$333 +9 +0.1%
AG
261
AmeriFlex Group
Nevada
$466K
SEP
262
Southland Equity Partners
Missouri
$462K -$4.92K -133 -1%
TWC
263
TD Waterhouse Canada
Ontario, Canada
$460K
TCG
264
Transcendent Capital Group
Oklahoma
$458K +$45.1K +1,220 +11%
MWA
265
Medallion Wealth Advisors
Connecticut
$450K +$416K +11,250 +1,875%
SFC
266
Strategic Financial Concepts
Texas
$436K -$249K -6,729 -37%
HIP
267
HUB Investment Partners
Texas
$434K -$46.5K -1,258 -10%
IF
268
Intrua Financial
Texas
$425K +$37.9K +1,026 +10%
BFP
269
Birchwood Financial Partners
Minnesota
$420K +$10.8K +292 +3%
SWM
270
Spire Wealth Management
Virginia
$417K +$1.92K +52 +0.5%
WF
271
Warner Financial
Maryland
$417K +$1.11K +30 +0.3%
SM
272
Sweeney & Michel
California
$411K +$39.3K +1,064 +11%
MCA
273
Magnolia Capital Advisors
Mississippi
$406K -$32.3K -873 -8%
PAS
274
Parsonex Advisory Services
Colorado
$405K
BFA
275
Bill Few Associates
Pennsylvania
$400K +$61.1K +1,654 +19%