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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$8.71M +$1.81M +57,029 +25%
Stifel Financial
27
Stifel Financial
Missouri
$8.7M +$3.2M +100,950 +56%
GVAG
28
Great Valley Advisor Group
Delaware
$8.51M +$6.72M +211,751 +337%
VA
29
VestGen Advisors
Illinois
$8.17M +$8.37M +263,673 New
MFIM
30
Mesirow Financial Investment Management
Illinois
$8.12M +$3.81M +120,111 +85%
CWS
31
Confluence Wealth Services
Pennsylvania
$7.95M +$1.51M +47,646 +22%
DADC
32
D.A. Davidson & Co
Montana
$7.32M +$823K +25,941 +12%
JBA
33
Johnson Bixby & Associates
Washington
$6.45M +$972K +30,641 +17%
KPWS
34
Kestra Private Wealth Services
Texas
$6.3M +$427K +13,454 +7%
CIA
35
Concurrent Investment Advisors
Florida
$6.17M +$247K +7,786 +4%
Baird Financial Group
36
Baird Financial Group
Wisconsin
$6.1M +$6.25M +196,950 New
Envestnet Portfolio Solutions
37
Envestnet Portfolio Solutions
Illinois
$5.85M +$2.31M +72,815 +63%
BEI
38
Benjamin Edwards Inc
Missouri
$5.85M +$1.51M +47,666 +34%
ASN
39
Advisory Services Network
Georgia
$5.73M -$2.69M -84,671 -31%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$5.67M +$1.75M +55,226 +43%
IA
41
IFP Advisors
Florida
$5.6M +$5.72M +180,348 +49,958%
HighTower Advisors
42
HighTower Advisors
Illinois
$5.26M +$1.64M +51,824 +44%
ARC
43
Advisor Resource Council
Texas
$5.11M +$5.23M +164,823 New
FFS
44
Founders Financial Securities
Maryland
$5.02M +$1.53M +48,084 +42%
CGPCS
45
Capital Group Private Client Services
California
$4.93M +$144K +4,546 +3%
SS
46
Sunbelt Securities
Texas
$4.85M -$14.6K -461 -0.3%
AWS
47
Atria Wealth Solutions
New York
$4.59M +$1.79M +56,284 +62%
EPW
48
Endeavor Private Wealth
Kansas
$4.57M +$763K +24,034 +20%
KW
49
KWB Wealth
California
$4.32M +$3.74M +117,697 +571%
HNWAG
50
High Net Worth Advisory Group
Florida
$4.29M +$410K +12,924 +10%