We are live on ! Find out more
CGBL icon

Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HI
26
Harbour Investments
Wisconsin
$21.6M +$5.88M +167,943 +38%
GFG
27
Greenbush Financial Group
New York
$18.2M +$1.83M +52,435 +11%
GVAG
28
Great Valley Advisor Group
Delaware
$17.5M +$3.52M +100,713 +25%
CWS
29
Confluence Wealth Services
Pennsylvania
$17.4M +$7.41M +211,733 +75%
KPWS
30
Kestra Private Wealth Services
Texas
$17M +$299K +8,549 +2%
PAG
31
Private Advisor Group
New Jersey
$16.8M -$1.4M -40,123 -8%
Mariner
32
Mariner
Kansas
$15.5M +$1.2M +34,293 +8%
SAM
33
Smartleaf Asset Management
Massachusetts
$14.2M +$673K +19,236 +5%
BRWA
34
B. Riley Wealth Advisors
Florida
$13.5M -$1.33M -37,871 -9%
CSP
35
Cary Street Partners
Virginia
$12.6M -$461K -13,165 -4%
BWM
36
Base Wealth Management
Florida
$12M +$575K +16,438 +5%
NA
37
NewEdge Advisors
Louisiana
$11.6M +$6.93M +198,024 +151%
HTWM
38
Hartmann Taylor Wealth Management
Texas
$11.4M +$537K +15,339 +5%
QFPS
39
Quantum Financial Planning Services
Washington
$11.3M +$1.47M +42,091 +15%
IA
40
IFP Advisors
Florida
$11.2M +$655K +18,723 +6%
JBA
41
Johnson Bixby & Associates
Washington
$11.2M +$2.23M +63,697 +25%
SMC
42
Smith, Moore & Co
Missouri
$10.9M +$2.17M +62,039 +25%
HNWAG
43
High Net Worth Advisory Group
Florida
$10.5M +$1.03M +29,324 +11%
DADC
44
D.A. Davidson & Co
Montana
$10.4M +$616K +17,593 +6%
FHA
45
Flagship Harbor Advisors
Massachusetts
$10M +$2.23M +63,664 +29%
HNH
46
Hopwood Nicholas Hunter
$9.71M +$9.62M +274,904 New
WIA
47
World Investment Advisors
California
$9.68M +$3.51M +100,405 +58%
SWP
48
Stratos Wealth Partners
Ohio
$9.65M +$3.05M +87,052 +47%
CMAI
49
Capital Management Associates Inc
Minnesota
$9.56M +$1.72M +49,149 +22%
GWM
50
Geneos Wealth Management
Colorado
$9.54M +$2.76M +79,018 +41%