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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
326
Perigon Wealth Management
California
$212K +$206K +5,585 New
KeyBank National Association
327
KeyBank National Association
Ohio
$209K +$204K +5,507 New
IAIM
328
International Assets Investment Management
Florida
$203K +$199K +5,377 New
TWM
329
Tumwater Wealth Management
Idaho
$203K +$197K +5,338 New
ACGA
330
Atlanta Consulting Group Advisors
Georgia
$200K +$195K +5,272 New
SIS
331
Strategic Investment Solutions
Illinois
$130K – – –
CIA
332
Cape Investment Advisory
Georgia
$120K +$117K +3,155 New
PNC Financial Services Group
333
PNC Financial Services Group
Pennsylvania
$112K +$109K +2,941 New
CCAM
334
Cascades Capital Asset Management
North Carolina
$110K +$107K +2,886 New
MSFP
335
Mark Sheptoff Financial Planning
Connecticut
$106K – – –
GFA
336
Godfrey Financial Associates
New York
$92.6K +$1.85K +50 +2%
TSMHT
337
Thurston Springer Miller Herd & Titak
Indiana
$92.3K – – –
BlackRock
338
BlackRock
New York
$75.9K – – –
AI
339
Arvest Investments
Arkansas
$67K – – –
LFG
340
Larson Financial Group
Missouri
$64.5K – – –
US Bancorp
341
US Bancorp
Minnesota
$57.3K – – –
HWP
342
Highline Wealth Partners
California
$56.2K +$54.7K +1,480 New
MCA
343
McGuire Capital Advisors
Oklahoma
$55.2K +$53.7K +1,454 New
AF
344
Allworth Financial
California
$51.3K -$15.9K -430 -24%
AIM
345
Anchor Investment Management
South Carolina
$47.6K +$185 +5 +0.4%
RF
346
Rossby Financial
Florida
$35.2K -$16.9K -456 -33%
CA
347
CoreCap Advisors
Michigan
$34.9K -$11.2K -303 -25%
Fidelity Investments
348
Fidelity Investments
Massachusetts
$33.2K -$9.35K -253 -22%
PFBT
349
Parkside Financial Bank & Trust
Missouri
$33K +$32.2K +870 New
NS
350
NBC Securities
Alabama
$29.3K +$18.1K +490 +173%