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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
251
BOK Financial
Oklahoma
$21K +$20.6K +605 New
MWA
252
Medallion Wealth Advisors
Connecticut
$20.8K
MAS
253
MPWM Advisory Solutions
Georgia
$17.5K +$2.04K +60 +14%
RF
254
Rossby Financial
Florida
$2.09K +$1.06K +31 +107%
CA
255
CoreCap Advisors
Michigan
$243 +$238 +7 New
Susquehanna International Group
256
Susquehanna International Group
Pennsylvania
-$10.2M -304,914 Closed
FAIM
257
Financial Advocates Investment Management
Washington
-$1.16M -34,722 Closed
HA
258
Herold Advisors
New York
-$609K -18,220 Closed
GS
259
GTS Securities
Florida
-$525K -15,693 Closed
TSMHT
260
Thurston Springer Miller Herd & Titak
Indiana
-$332K -9,916 Closed
MT
261
Midwest Trust
Kansas
-$327K -9,783 Closed
KFGK
262
Keystone Financial Group (Kentucky)
Kentucky
-$303K -9,071 Closed
FFA
263
Fi3 Financial Advisors
Indiana
-$247K -7,351 Closed
HP
264
Holistic Planning
Texas
-$214K -6,398 Closed
BCI
265
Brinker Capital Investments
Pennsylvania
-$214K -6,385 Closed
OWA
266
Opal Wealth Advisors
New York
-$45.9K -1,372 Closed
EWA
267
EQ Wealth Advisors
Texas
-$9.37K -280 Closed
BIA
268
Bell Investment Advisors
California
-$1.55K -46 Closed
MPWT
269
MassMutual Private Wealth & Trust
Connecticut
-$368 -11 Closed