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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MEAC
276
M.E. Allison & Co
Texas
$231K +$19.9K +570 +10%
SFC
277
Strategic Financial Concepts
Texas
$226K -$126K -3,594 -36%
NWMG
278
Nicholson Wealth Management Group
South Carolina
$226K
SFS
279
Sowell Financial Services
Arkansas
$223K +$221K +6,303 New
DAS
280
Dynamic Advisor Solutions
Arizona
$212K -$71.6K -2,046 -25%
HAM
281
Harmony Asset Management
Arizona
$209K
AWAP
282
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$204K +$202K +5,772 New
KeyBank National Association
283
KeyBank National Association
Ohio
$203K +$201K +5,757 New
NRI
284
NFP Retirement Inc
California
$200K +$198K +5,668 New
IAIM
285
International Assets Investment Management
Florida
$200K +$198K +5,665 New
BFP
286
Birchwood Financial Partners
Minnesota
$171K +$169K +4,828 New
NEWAS
287
N.E.W. Advisory Services
Wisconsin
$154K +$1.78K +51 +1%
CCAM
288
Cascades Capital Asset Management
North Carolina
$102K +$101K +2,875 New
SIS
289
Strategic Investment Solutions
Illinois
$86.1K
TSMHT
290
Thurston Springer Miller Herd & Titak
Indiana
$85.9K +$85.1K +2,431 New
GFA
291
Godfrey Financial Associates
New York
$84.4K +$83.6K +2,389 New
CFD
292
Creative Financial Designs
Indiana
$81.5K +$35.2K +1,006 +77%
MSFP
293
Mark Sheptoff Financial Planning
Connecticut
$80.3K +$210 +6 +0.3%
BlackRock
294
BlackRock
New York
$70.7K +$70K +2,000 New
US Bancorp
295
US Bancorp
Minnesota
$68.7K +$10.5K +300 +18%
AF
296
Allworth Financial
California
$64.5K -$110K -3,151 -63%
AI
297
Arvest Investments
Arkansas
$62.4K
FGAM
298
Financial Gravity Asset Management
Texas
$40.5K
CA
299
CoreCap Advisors
Michigan
$36.5K +$35.9K +1,026 +14,657%
CIA
300
Cape Investment Advisory
Georgia
$28.3K +$28K +800 New