We are live on ! Find out more
CGBL icon

Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
251
TCFG Wealth Management
California
$374K +$389K +10,868 New
TCG
252
Transcendent Capital Group
Oklahoma
$373K +$20.7K +578 +6%
BFP
253
Birchwood Financial Partners
Minnesota
$371K +$213K +5,942 +123%
PAS
254
Parsonex Advisory Services
Colorado
$368K -$10.4K -290 -3%
IF
255
Intrua Financial
Texas
$350K +$26.9K +750 +8%
SM
256
Sweeney & Michel
California
$348K +$104K +2,891 +43%
FFN
257
Focus Financial Network
Minnesota
$341K +$354K +9,877 New
HH
258
Hilltop Holdings
Texas
$334K -$1.79K -50 -0.5%
KA
259
Kovack Advisors
Florida
$331K -$3.58K -100 -1%
SA
260
Sanctuary Advisors
Indiana
$329K +$14.9K +416 +5%
FP
261
Financial Perspectives
Minnesota
$322K +$38.8K +1,083 +13%
PFA
262
Perryman Financial Advisory
Texas
$310K +$3.62K +101 +1%
VWWMG
263
Vermillion & White Wealth Management Group
Pennsylvania
$308K -$1.58K -44 -0.5%
BFA
264
Bill Few Associates
Pennsylvania
$305K +$318K +8,877 New
TVAMP
265
Tennessee Valley Asset Management Partners
Tennessee
$304K +$5.76K +161 +2%
PCIA
266
Prime Capital Investment Advisors
Kansas
$304K +$29.8K +833 +10%
SW
267
Simplicity Wealth
New Jersey
$300K +$13.1K +367 +4%
OC
268
Oppenheimer & Co
New York
$279K +$49.1K +1,372 +20%
JFGLC
269
Johnson Financial Group LLC (Colorado)
Colorado
$270K +$281K +7,850 New
VWS
270
Virtus Wealth Solutions
New Jersey
$266K +$276K +7,720 New
Creative Planning
271
Creative Planning
Kansas
$262K -$171K -4,785 -39%
VCP
272
Verus Capital Partners
Arizona
$258K +$22.2K +620 +9%
HGA
273
Hobbs Group Advisors
South Carolina
$249K -$251 -7 -0.1%
AIFS
274
A&I Financial Services
Colorado
$247K -$35.6K -993 -12%
DAS
275
Dynamic Advisor Solutions
Arizona
$247K +$42.3K +1,180 +20%