We are live on ! Find out more
CGBL icon

Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
276
Maridea Wealth Management
New York
$397K +$386K +10,450 New
SA
277
Sanctuary Advisors
Indiana
$393K +$29.6K +802 +8%
PRI
278
Prepared Retirement Institute
Pennsylvania
$383K -$230K -6,225 -38%
VWWMG
279
Vermillion & White Wealth Management Group
Pennsylvania
$379K +$38.4K +1,038 +12%
HH
280
Hilltop Holdings
Texas
$368K
PFA
281
Professional Financial Advisors
Nebraska
$360K +$350K +9,483 New
TVAMP
282
Tennessee Valley Asset Management Partners
Tennessee
$360K +$23.8K +645 +7%
SCA
283
Snowden Capital Advisors
New York
$357K +$90K +2,436 +35%
PFA
284
Perryman Financial Advisory
Texas
$356K +$13K +352 +4%
SW
285
Simplicity Wealth
New Jersey
$353K +$21.7K +587 +7%
IA
286
IFG Advisory
Georgia
$343K +$334K +9,039 New
PCIA
287
Prime Capital Investment Advisors
Kansas
$343K +$7.39K +200 +2%
PI
288
PFG Investments
New York
$335K -$184K -4,984 -36%
SFS
289
Sowell Financial Services
Arkansas
$332K +$75.4K +2,039 +30%
WMA
290
Wealth Management Associates
New Jersey
$314K +$66.5K +1,800 +28%
KA
291
Kovack Advisors
Florida
$313K -$47.7K -1,292 -13%
CA
292
Calton & Associates
Florida
$311K +$302K +8,180 New
Capital International Investors
293
Capital International Investors
California
$304K +$296K +8,001 New
CFG
294
Cooper Financial Group
California
$304K +$296K +7,998 New
JFGLC
295
Johnson Financial Group LLC (Colorado)
Colorado
$298K
VWS
296
Virtus Wealth Solutions
New Jersey
$294K +$924 +25 +0.3%
SAI
297
Savvy Advisors Inc
New York
$291K +$283K +7,670 New
PGFC
298
Peapack-Gladstone Financial Corp
New Jersey
$288K +$49.6K +1,342 +21%
HAM
299
Harmony Asset Management
Arizona
$286K +$44.4K +1,201 +19%
RL
300
Retireful LLC
Michigan
$285K +$277K +7,497 New