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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GAA
301
Guardian Asset Advisors
Pennsylvania
$277K +$270K +7,300 New
Creative Planning
302
Creative Planning
Kansas
$276K -$12K -326 -4%
AIFS
303
A&I Financial Services
Colorado
$273K
BPFA
304
Barnes Pettey Financial Advisors
Mississippi
$272K +$265K +7,175 New
NRI
305
NFP Retirement Inc
California
$269K +$262K +7,088 New
HGA
306
Hobbs Group Advisors
South Carolina
$263K -$11.5K -310 -4%
DAS
307
Dynamic Advisor Solutions
Arizona
$260K -$12.5K -339 -5%
WS
308
Wedbush Securities
California
$258K +$26.3K +711 +12%
CA
309
Claro Advisors
Massachusetts
$255K
NL
310
NWAM LLC
Washington
$253K
JCA
311
January Capital Advisors
California
$251K +$2.85K +77 +1%
AGP
312
Aspire Growth Partners
Florida
$248K +$241K +6,531 New
MEAC
313
M.E. Allison & Co
Texas
$243K -$4.62K -125 -2%
AWC
314
Adamsbrown Wealth Consultants
Kansas
$243K +$237K +6,401 New
NWMG
315
Nicholson Wealth Management Group
South Carolina
$243K
PCA
316
Prosperity Capital Advisors
Ohio
$242K +$235K +6,368 New
GIA
317
Gladstone Institutional Advisory
Florida
$240K -$14.6K -394 -6%
PS
318
Principal Securities
Iowa
$236K +$230K +6,212 New
CT
319
Colonial Trust
South Carolina
$236K +$230K +6,211 New
HPC
320
Hobart Private Capital
North Carolina
$233K -$20.8K -562 -8%
VCP
321
Verus Capital Partners
Arizona
$231K -$51.4K -1,391 -19%
DAM
322
Delta Asset Management
Tennessee
$226K +$813 +22 +0.4%
OPA
323
Old Port Advisors
Maine
$218K +$213K +5,755 New
CW
324
CreativeOne Wealth
Kansas
$217K +$211K +5,707 New
CFD
325
Creative Financial Designs
Indiana
$214K +$60.2K +1,630 +41%