We are live on ! Find out more
CGBL icon

Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Avantax Advisory Services
51
Avantax Advisory Services
Texas
$347K +$1.6K +57 +0.5%
World Investment Advisors
52
World Investment Advisors
California
$344K +$332K +11,824 New
SMC
53
Smith, Moore & Co
Missouri
$293K +$283K +10,075 New
HH
54
Hilltop Holdings
Texas
$284K +$28.1K +1,000 +11%
BFA
55
Beacon Financial Advisory
Ohio
$274K +$264K +9,396 New
CFA
56
CWS Financial Advisors
Michigan
$260K +$251K +8,943 New
Kingsview Wealth Management
57
Kingsview Wealth Management
Oregon
$249K +$240K +8,550 New
Jane Street
58
Jane Street
New York
$248K +$239K +8,520 New
LA
59
Latitude Advisors
Florida
$234K +$226K +8,045 New
BAG
60
Bridgewealth Advisory Group
California
$228K +$220K +7,840 New
LWM
61
Lodestone Wealth Management
Washington
$208K +$200K +7,130 New
TCG
62
Transcendent Capital Group
Oklahoma
$184K +$177K +6,319 New
Steward Partners Investment Advisory
63
Steward Partners Investment Advisory
New York
$144K +$139K +4,949 New
RIL
64
Rothschild Investment LLC
Illinois
$116K – – –
CA
65
Continuum Advisory
Idaho
$103K +$101K +3,580 New
IGWM
66
ICA Group Wealth Management
Colorado
$47.6K +$26.6K +946 +137%
NewEdge Advisors
67
NewEdge Advisors
Louisiana
$44.4K +$42.8K +1,525 New
AF
68
Advisornet Financial
Minnesota
$40K +$38.5K +1,373 New
JTBR
69
James T. Borello RIA
Illinois
$27.4K – – –
IHWM
70
Iron Horse Wealth Management
Iowa
$23.3K +$22.5K +800 New
RG
71
Retirement Group
California
$18.3K – – –
CFGS
72
Concourse Financial Group Securities
Alabama
$7.68K +$7.38K +263 New
Penserra Capital Management
73
Penserra Capital Management
California
$7K +$7.5K +267 New
BIA
74
Bell Investment Advisors
California
$1.32K – – –
Citadel Advisors
75
Citadel Advisors
Florida
– -$671K -24,560 Closed