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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
251
CCG Wealth Management
California
$311K +$308K +8,813 New
SFGM
252
Stonebridge Financial Group (Missouri)
Missouri
$308K +$305K +8,730 New
TVAMP
253
Tennessee Valley Asset Management Partners
Tennessee
$306K +$303K +8,670 New
JCM
254
Jacobi Capital Management
Pennsylvania
$301K +$298K +8,531 New
CAM
255
Concorde Asset Management
Michigan
$295K +$2.17K +62 +0.7%
SW
256
Simplicity Wealth
New Jersey
$295K +$2.17K +62 +0.7%
FP
257
Financial Perspectives
Minnesota
$293K +$37.6K +1,075 +15%
AP
258
Advisortrust Partners
North Carolina
$292K +$289K +8,260 New
AIFS
259
A&I Financial Services
Colorado
$289K
PCIA
260
Prime Capital Investment Advisors
Kansas
$283K +$280K +7,998 New
NL
261
NWAM LLC
Washington
$281K +$271K +7,733 New
OFS
262
OneAscent Financial Services
Alabama
$275K +$272K +7,776 New
SA
263
Skyline Advisors
Washington
$269K +$4.76K +136 +2%
Franklin Resources
264
Franklin Resources
California
$266K -$397K -11,352 -60%
PWM
265
Prosperity Wealth Management
California
$260K +$257K +7,353 New
SAI
266
Savvy Advisors Inc
New York
$257K -$10.5K -300 -4%
HGA
267
Hobbs Group Advisors
South Carolina
$256K +$2.34K +67 +0.9%
EWS
268
Evergreen Wealth Solutions
Pennsylvania
$251K +$8.57K +245 +4%
SM
269
Sweeney & Michel
California
$246K +$9.8K +280 +4%
VCP
270
Verus Capital Partners
Arizona
$243K +$240K +6,869 New
OC
271
Oppenheimer & Co
New York
$238K +$236K +6,735 New
CBA
272
Coastal Bridge Advisors
Connecticut
$238K +$236K +6,735 New
CA
273
Claro Advisors
Massachusetts
$238K +$1.75K +50 +0.7%
HPC
274
Hobart Private Capital
North Carolina
$234K -$1.85K -53 -0.8%
PGFC
275
Peapack-Gladstone Financial Corp
New Jersey
$232K +$230K +6,568 New