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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWP
26
WR Wealth Planners
Missouri
$3.88M -$27.3K -902 -0.7%
Stifel Financial
27
Stifel Financial
Missouri
$3.76M +$1.38M +45,503 +60%
KPWS
28
Kestra Private Wealth Services
Texas
$3.5M +$2.9M +95,660 +562%
FFS
29
Founders Financial Securities
Maryland
$3.17M +$774K +25,558 +33%
ASN
30
Advisory Services Network
Georgia
$3.16M
JBA
31
Johnson Bixby & Associates
Washington
$3M +$1.02M +33,799 +54%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.96M +$473K +15,617 +20%
Envestnet Portfolio Solutions
33
Envestnet Portfolio Solutions
Illinois
$2.9M +$1.68M +55,522 +147%
TWP
34
Tempus Wealth Planning
California
$2.83M +$670K +22,120 +32%
BEI
35
Benjamin Edwards Inc
Missouri
$2.77M +$2.7M +89,207 New
AL
36
ACAS LLC
California
$2.69M +$594K +19,608 +29%
TFG
37
Taylor Financial Group
Virginia
$2.49M +$255K +8,412 +12%
LWM
38
LongView Wealth Management
Georgia
$2.24M +$1.32M +43,636 +153%
CFB
39
Cullen/Frost Bankers
Texas
$2.15M +$996K +32,898 +91%
AWS
40
Atria Wealth Solutions
New York
$2.04M +$1.56M +51,511 +371%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.98M +$431K +14,246 +29%
AAS
42
Ameritas Advisory Services
Nebraska
$1.95M -$709K -23,404 -27%
WIM
43
Westside Investment Management
California
$1.9M +$520K +17,187 +39%
CWS
44
Confluence Wealth Services
Pennsylvania
$1.89M +$13K +428 +0.7%
AFA
45
AA Financial Advisors
Ohio
$1.82M +$237K +7,830 +15%
DFA
46
Davies Financial Advisors
California
$1.8M +$584K +19,288 +50%
CCFM
47
Clear Creek Financial Management
Washington
$1.8M +$609K +20,124 +53%
Comerica Bank
48
Comerica Bank
Texas
$1.62M -$21.3K -705 -1%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$1.52M +$295K +9,754 +25%
KWM
50
Kingsview Wealth Management
Oregon
$1.44M +$622K +20,552 +80%