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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
301
Thurston Springer Miller Herd & Titak
Indiana
$83.7K
GFA
302
Godfrey Financial Associates
New York
$82.2K
BlackRock
303
BlackRock
New York
$68.8K
AF
304
Allworth Financial
California
$61.3K -$1.58K -44 -2%
AI
305
Arvest Investments
Arkansas
$60.7K
LFG
306
Larson Financial Group
Missouri
$58.5K +$60.9K +1,700 New
US Bancorp
307
US Bancorp
Minnesota
$52K -$15.6K -435 -22%
RF
308
Rossby Financial
Florida
$47.9K +$47.4K +1,324 +2,207%
AIM
309
Anchor Investment Management
South Carolina
$43K +$44.8K +1,250 New
CA
310
CoreCap Advisors
Michigan
$42K +$6.77K +189 +18%
FGAM
311
Financial Gravity Asset Management
Texas
$39.5K
Fidelity Investments
312
Fidelity Investments
Massachusetts
$38.8K +$40.2K +1,123 +18,717%
BF
313
BOK Financial
Oklahoma
$20.8K
B
314
Bayban
Minnesota
$20.8K
MWA
315
Medallion Wealth Advisors
Connecticut
$20.6K
MAS
316
MPWM Advisory Solutions
Georgia
$16.3K -$2.15K -60 -11%
NEWAS
317
N.E.W. Advisory Services
Wisconsin
$10.6K -$145K -4,050 -93%
CTC
318
Central Trust Company
Missouri
$10.6K
NS
319
NBC Securities
Alabama
$9.74K
FC
320
Financial Consulate
Maryland
$5.46K +$5.66K +158 New
LWMI
321
Legacy Wealth Management (Idaho)
Idaho
$4.78K +$4.87K +136 +4,533%
Susquehanna International Group
322
Susquehanna International Group
Pennsylvania
-$5.61M -158,871 Closed
OMC
323
Old Mission Capital
Illinois
-$2.04M -57,606 Closed
KIM
324
Kestra Investment Management
Texas
-$898K -25,411 Closed
DFA
325
Davies Financial Advisors
California
-$688K -19,460 Closed