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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$5.63M +$1.85M +58,747 +48%
JBA
27
Johnson Bixby & Associates
Washington
$5.55M +$2.55M +80,925 +84%
SS
28
Sunbelt Securities
Texas
$4.92M +$72.7K +2,303 +1%
CGPCS
29
Capital Group Private Client Services
California
$4.83M +$10.3K +326 +0.2%
MFIM
30
Mesirow Financial Investment Management
Illinois
$4.44M +$3.82M +121,111 +576%
BEI
31
Benjamin Edwards Inc
Missouri
$4.41M +$1.64M +51,849 +58%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$4.26M +$3.28M +103,983 +322%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$4M +$2.03M +64,244 +101%
HNWAG
34
High Net Worth Advisory Group
Florida
$3.93M +$3.53M +111,975 +822%
EPW
35
Endeavor Private Wealth
Kansas
$3.84M +$3.88M +122,871 New
HighTower Advisors
36
HighTower Advisors
Illinois
$3.69M +$718K +22,740 +24%
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$3.63M +$715K +22,645 +24%
FFS
38
Founders Financial Securities
Maryland
$3.58M +$389K +12,338 +12%
TWP
39
Tempus Wealth Planning
California
$3.51M +$662K +20,963 +23%
LWM
40
LongView Wealth Management
Georgia
$3.4M +$1.16M +36,645 +51%
AL
41
ACAS LLC
California
$3.32M +$495K +15,688 +18%
CMAI
42
Capital Management Associates Inc
Minnesota
$3.26M +$2M +63,513 +156%
CWM
43
Challenger Wealth Management
California
$3.2M +$3.23M +102,351 New
RW
44
Rockport Wealth
Ohio
$3.06M +$2.8M +88,787 +987%
AWS
45
Atria Wealth Solutions
New York
$2.86M +$819K +25,952 +40%
SMC
46
Smith, Moore & Co
Missouri
$2.85M +$1.97M +62,421 +217%
SFG
47
Seamount Financial Group
Colorado
$2.74M +$1.33M +42,155 +92%
WIM
48
Westside Investment Management
California
$2.73M +$823K +26,079 +43%
CFB
49
Cullen/Frost Bankers
Texas
$2.71M +$553K +17,508 +25%
TFG
50
Taylor Financial Group
Virginia
$2.68M +$180K +5,711 +7%