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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$12.7M +$2.05M +55,359 +20%
HNWAG
52
High Net Worth Advisory Group
Florida
$12.6M +$512K +13,855 +4%
SMC
53
Smith, Moore & Co
Missouri
$12.4M +$369K +9,986 +3%
BWM
54
Base Wealth Management
Florida
$12.2M +$249K +6,734 +2%
EH
55
Equitable Holdings
New York
$12.2M +$4.99M +134,963 +73%
SWP
56
Stratos Wealth Partners
Ohio
$12.2M +$791K +21,415 +7%
CMAI
57
Capital Management Associates Inc
Minnesota
$12.2M +$766K +20,728 +7%
GWM
58
Geneos Wealth Management
Colorado
$12.1M +$1.46M +39,492 +14%
MFG
59
Merit Financial Group
Georgia
$12.1M +$1.03M +27,761 +10%
VA
60
Valmark Advisers
Ohio
$12M +$5.88M +158,975 +102%
VVP
61
Venture Visionary Partners
Ohio
$11.6M +$2.48M +66,988 +28%
CL
62
CLG LLC
California
$11.4M +$3.55M +96,074 +47%
HTWM
63
Hartmann Taylor Wealth Management
Texas
$11.2M – – –
BFS
64
Boyer Financial Services
California
$11.1M +$83.5K +2,259 +0.8%
HNH
65
Hopwood Nicholas Hunter
$11M +$338K +9,138 +3%
CFB
66
Cullen/Frost Bankers
Texas
$10.7M +$843K +22,803 +9%
FFS
67
Founders Financial Securities
Maryland
$10.6M +$20.1K +544 +0.2%
LWM
68
LongView Wealth Management
Georgia
$10.5M +$449K +12,137 +5%
IWC
69
Integrated Wealth Concepts
Massachusetts
$10.4M +$1.76M +47,582 +21%
AF
70
Advisornet Financial
Minnesota
$10.3M +$1.1M +29,743 +12%
QFP
71
Quantum Financial Partners
Kansas
$9.94M +$9.68M +261,952 New
GWP
72
Gateway Wealth Partners
Wisconsin
$9.83M -$3.37M -91,312 -26%
SFG
73
Seamount Financial Group
Colorado
$9.8M +$621K +16,793 +7%
HighTower Advisors
74
HighTower Advisors
Illinois
$9.19M +$556K +15,055 +7%
EFS
75
Essex Financial Services
Connecticut
$9.1M +$825K +22,337 +10%