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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
26
Mariner
Kansas
$14.1M -$5.31M -155,960 -28%
GVAG
27
Great Valley Advisor Group
Delaware
$13.7M +$1.75M +51,346 +15%
BEI
28
Benjamin Edwards Inc
Missouri
$13.5M +$4.22M +123,776 +47%
SAM
29
Smartleaf Asset Management
Massachusetts
$13.3M +$1.51M +44,341 +13%
CSP
30
Cary Street Partners
Virginia
$12.8M +$81.7K +2,399 +0.7%
MFIM
31
Mesirow Financial Investment Management
Illinois
$12.8M +$2.66M +78,138 +27%
KW
32
KWB Wealth
California
$12.2M +$4.55M +133,472 +57%
BWM
33
Base Wealth Management
Florida
$11.3M -$1.5M -44,147 -12%
P
34
&Partners
Tennessee
$11.2M +$5.32M +156,060 +95%
HTWM
35
Hartmann Taylor Wealth Management
Texas
$10.7M +$708K +20,771 +7%
IA
36
IFP Advisors
Florida
$10.4M +$3M +88,029 +42%
VA
37
VestGen Advisors
Illinois
$9.95M +$314K +9,205 +3%
CWS
38
Confluence Wealth Services
Pennsylvania
$9.75M +$306K +8,985 +3%
DADC
39
D.A. Davidson & Co
Montana
$9.64M +$499K +14,648 +6%
QFPS
40
Quantum Financial Planning Services
Washington
$9.62M +$1.34M +39,301 +17%
HNWAG
41
High Net Worth Advisory Group
Florida
$9.25M +$3.47M +101,768 +62%
JBA
42
Johnson Bixby & Associates
Washington
$8.79M +$1.57M +46,163 +22%
SMC
43
Smith, Moore & Co
Missouri
$8.52M +$3.14M +92,313 +60%
CMAI
44
Capital Management Associates Inc
Minnesota
$7.69M +$1.2M +35,270 +19%
FHA
45
Flagship Harbor Advisors
Massachusetts
$7.65M +$868K +25,470 +13%
AWM
46
Apollon Wealth Management
South Carolina
$7.53M +$5.43M +159,324 +277%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$7.21M +$123K +3,623 +2%
PWA
48
PCG Wealth Advisors
Kansas
$7.12M +$6.99M +205,155 New
EPW
49
Endeavor Private Wealth
Kansas
$7.1M +$682K +20,022 +11%
HighTower Advisors
50
HighTower Advisors
Illinois
$7.04M +$625K +18,332 +10%