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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSP
26
Cary Street Partners
Virginia
$12.3M +$11.3M +359,581 +4,826%
CIA
27
Concurrent Investment Advisors
Florida
$11.9M +$4.94M +156,545 +79%
GVAG
28
Great Valley Advisor Group
Delaware
$11.5M +$2.2M +69,628 +25%
SAM
29
Smartleaf Asset Management
Massachusetts
$11.3M +$1.26M +39,869 +13%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$10.4M +$4.02M +127,329 +70%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$10.2M +$9.62M +304,914 New
MFIM
32
Mesirow Financial Investment Management
Illinois
$9.68M +$860K +27,263 +10%
HTWM
33
Hartmann Taylor Wealth Management
Texas
$9.6M -$140K -4,451 -2%
VA
34
VestGen Advisors
Illinois
$9.27M +$428K +13,572 +5%
CWS
35
Confluence Wealth Services
Pennsylvania
$9.09M +$289K +9,175 +3%
BEI
36
Benjamin Edwards Inc
Missouri
$8.89M +$2.43M +77,171 +41%
DADC
37
D.A. Davidson & Co
Montana
$8.8M +$844K +26,772 +11%
OMC
38
Old Mission Capital
Illinois
$8.75M +$7.01M +222,249 +563%
Citadel Advisors
39
Citadel Advisors
Florida
$8.56M +$6.65M +210,889 +469%
QFPS
40
Quantum Financial Planning Services
Washington
$7.95M +$7.16M +226,977 +2,114%
KW
41
KWB Wealth
California
$7.2M +$2.97M +94,064 +68%
IA
42
IFP Advisors
Florida
$7.04M +$939K +29,762 +16%
JBA
43
Johnson Bixby & Associates
Washington
$6.92M -$39K -1,236 -0.6%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$6.82M +$222K +7,043 +4%
FHA
45
Flagship Harbor Advisors
Massachusetts
$6.52M +$6.15M +194,959 New
CMAI
46
Capital Management Associates Inc
Minnesota
$6.23M -$3.99M -126,605 -40%
HighTower Advisors
47
HighTower Advisors
Illinois
$6.17M +$464K +14,722 +9%
EPW
48
Endeavor Private Wealth
Kansas
$6.16M +$1.15M +36,476 +25%
FFS
49
Founders Financial Securities
Maryland
$6.09M +$615K +19,492 +12%
CGPCS
50
Capital Group Private Client Services
California
$5.81M +$463K +14,682 +9%