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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
FFS
26
Founders Financial Securities
Maryland
$2.28M +$312K +10,731 +16%
Stifel Financial
27
Stifel Financial
Missouri
$2.25M +$1.28M +44,132 +140%
FTUS
28
Flow Traders U.S.
New York
$2.18M +$2.13M +73,299 New
TFG
29
Taylor Financial Group
Virginia
$2.13M +$181K +6,226 +10%
TWP
30
Tempus Wealth Planning
California
$2.05M +$945K +32,543 +89%
AL
31
ACAS LLC
California
$2.02M +$785K +27,032 +68%
PAG
32
Private Advisor Group
New Jersey
$1.96M +$1.38M +47,417 +258%
JBA
33
Johnson Bixby & Associates
Washington
$1.87M +$918K +31,634 +101%
CWS
34
Confluence Wealth Services
Pennsylvania
$1.8M +$80.4K +2,770 +5%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.72M +$1.68M +57,909 New
OMC
36
Old Mission Capital
Illinois
$1.67M -$3.61M -124,400 -69%
Comerica Bank
37
Comerica Bank
Texas
$1.57M +$1.53M +52,719 New
AFA
38
AA Financial Advisors
Ohio
$1.51M +$69.1K +2,381 +5%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.47M +$964K +33,220 +206%
BFEC
40
Benjamin F. Edwards & Company
Missouri
$1.44M -$207K -7,132 -13%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$1.4M +$1.37M +47,090 New
WIM
42
Westside Investment Management
California
$1.31M +$482K +16,600 +61%
RA
43
RFG Advisory
Alabama
$1.18M +$754K +25,987 +192%
VVP
44
Venture Visionary Partners
Ohio
$1.17M +$67.5K +2,324 +6%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$1.17M +$516K +17,769 +82%
DFA
46
Davies Financial Advisors
California
$1.15M +$1.13M +38,838 New
CCFM
47
Clear Creek Financial Management
Washington
$1.13M +$1.1M +37,880 New
Envestnet Portfolio Solutions
48
Envestnet Portfolio Solutions
Illinois
$1.12M +$1.1M +37,779 New
CFB
49
Cullen/Frost Bankers
Texas
$1.08M +$1.05M +36,336 New
MA
50
Mutual Advisors
Nebraska
$1M +$974K +33,549 New