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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
26
Advisory Services Network
Georgia
$1.7M +$391K +13,913 +31%
CWS
27
Confluence Wealth Services
Pennsylvania
$1.68M +$14K +500 +0.9%
BFEC
28
Benjamin F. Edwards & Company
Missouri
$1.61M +$222K +7,902 +17%
AFA
29
AA Financial Advisors
Ohio
$1.41M +$1.36M +48,547 New
AL
30
ACAS LLC
California
$1.16M +$1.12M +39,901 New
VVP
31
Venture Visionary Partners
Ohio
$1.08M +$384K +13,672 +58%
TWP
32
Tempus Wealth Planning
California
$1.06M +$1.03M +36,528 New
LNC
33
Lincoln National Corp
Pennsylvania
$956K +$351K +12,489 +61%
Stifel Financial
34
Stifel Financial
Missouri
$920K +$888K +31,613 New
JBA
35
Johnson Bixby & Associates
Washington
$909K +$600K +21,360 +217%
WIM
36
Westside Investment Management
California
$796K +$767K +27,330 New
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$768K +$281K +9,993 +61%
DWM
38
Dakota Wealth Management
Florida
$652K +$197K +7,000 +46%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$628K +$471K +16,793 +351%
AFM
40
Armstrong Fleming & Moore
District of Columbia
$619K +$166K +5,908 +38%
VA
41
Valmark Advisers
Ohio
$539K +$520K +18,530 New
PAG
42
Private Advisor Group
New Jersey
$535K +$516K +18,394 New
LWM
43
LongView Wealth Management
Georgia
$512K +$494K +17,593 New
Janney Montgomery Scott
44
Janney Montgomery Scott
Pennsylvania
$471K +$143K +5,100 +46%
MSAM
45
Moloney Securities Asset Management
Missouri
$466K +$192K +6,830 +75%
PFS
46
Prospera Financial Services
Texas
$398K +$384K +13,681 New
RA
47
RFG Advisory
Alabama
$394K +$4.21K +150 +1%
AAS
48
Ameritas Advisory Services
Nebraska
$380K +$378K +13,467 New
Truist Financial
49
Truist Financial
North Carolina
$376K +$364K +12,953 New
FAIM
50
Financial Advocates Investment Management
Washington
$349K +$336K +11,980 New