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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KW
26
KWB Wealth
California
$23.7M -$90.8K -2,537 -0.4%
PAG
27
Private Advisor Group
New Jersey
$20.3M +$4.13M +115,409 +24%
CIA
28
Concurrent Investment Advisors
Florida
$19.7M -$9.71M -271,041 -32%
GVAG
29
Great Valley Advisor Group
Delaware
$19.4M +$2.39M +66,608 +13%
GFG
30
Greenbush Financial Group
New York
$19M +$1.3M +36,285 +7%
CFG
31
Compton Financial Group
Maryland
$18.7M +$18.6M +520,631 +2,302%
CWS
32
Confluence Wealth Services
Pennsylvania
$18.3M +$1.43M +39,819 +8%
FHA
33
Flagship Harbor Advisors
Massachusetts
$17.8M +$8.34M +232,819 +82%
Mariner
34
Mariner
Kansas
$16.6M +$1.56M +43,602 +10%
KPWS
35
Kestra Private Wealth Services
Texas
$16.6M +$67.3K +1,878 +0.4%
MFIM
36
Mesirow Financial Investment Management
Illinois
$15.1M +$6.66M +186,005 +73%
SAM
37
Smartleaf Asset Management
Massachusetts
$14.4M +$942K +26,301 +7%
NA
38
NewEdge Advisors
Louisiana
$13.4M +$2.14M +59,864 +18%
WIA
39
World Investment Advisors
California
$13.1M +$3.87M +107,953 +39%
DADC
40
D.A. Davidson & Co
Montana
$12.1M +$2.06M +57,423 +19%
GWP
41
Gateway Wealth Partners
Wisconsin
$12.1M +$10.2M +285,763 +442%
AWM
42
Apollon Wealth Management
South Carolina
$12M +$3.25M +90,788 +35%
PWA
43
PCG Wealth Advisors
Kansas
$11.9M +$4.33M +121,045 +54%
CSP
44
Cary Street Partners
Virginia
$11.8M -$453K -12,652 -4%
BRWA
45
B. Riley Wealth Advisors
Florida
$11.6M -$1.4M -38,985 -10%
Betterment LLC
46
Betterment LLC
New York
$11.4M +$11.8M +330,158 New
Jane Street
47
Jane Street
New York
$11.3M +$4.62M +128,952 +64%
IA
48
IFP Advisors
Florida
$11.3M +$416K +11,626 +4%
HTWM
49
Hartmann Taylor Wealth Management
Texas
$11.2M +$105K +2,932 +0.9%
JBA
50
Johnson Bixby & Associates
Washington
$11.1M +$231K +6,437 +2%