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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BF
351
BOK Financial
Oklahoma
$23K – – –
B
352
Bayban
Minnesota
$22.9K – – –
MAS
353
MPWM Advisory Solutions
Georgia
$18K – – –
APFP
354
Action Point Financial Planning
Michigan
$12.9K +$12.5K +339 New
AIC
355
Archer Investment Corporation
Indiana
$11.9K +$11.6K +314 New
NEWAS
356
N.E.W. Advisory Services
Wisconsin
$11.7K – – –
CTC
357
Central Trust Company
Missouri
$11.7K – – –
CWP
358
Concord Wealth Partners
Virginia
$11.4K +$11.1K +300 New
TC
359
Trust Company
Kansas
$7.59K +$7.39K +200 New
FC
360
Financial Consulate
Maryland
$6.02K – – –
DF
361
Dunhill Financial
United Kingdom
$5.47K +$5.32K +144 New
SF
362
Schuylkill Financial
Pennsylvania
$15 +$37 +1 New
Jane Street
363
Jane Street
New York
– -$11.3M -328,952 Closed
Citadel Advisors
364
Citadel Advisors
Florida
– -$7.66M -222,510 Closed
IAA
365
Independent Advisor Alliance
North Carolina
– -$7.45M -216,544 Closed
SWM
366
SFG Wealth Management
Maryland
– -$806K -23,420 Closed
AWAP
367
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
– -$216K -6,274 Closed
ODIJL
368
One Day In July LLC
Vermont
– -$202K -5,864 Closed
OWA
369
Opal Wealth Advisors
New York
– -$86.6K -2,516 Closed
LWMI
370
Legacy Wealth Management (Idaho)
Idaho
– -$4.78K -139 Closed