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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
51
Capital International Investors
California
$971K -$21M -724,339 -96%
DWM
52
Dakota Wealth Management
Florida
$951K +$277K +9,529 +43%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$875K +$89K +3,066 +12%
LWM
54
LongView Wealth Management
Georgia
$847K +$316K +10,891 +62%
SMC
55
Smith, Moore & Co
Missouri
$814K +$502K +17,305 +172%
WIA
56
World Investment Advisors
California
$803K +$441K +15,200 +129%
KWM
57
Kingsview Wealth Management
Oregon
$768K +$502K +17,281 +202%
SFG
58
Seamount Financial Group
Colorado
$732K +$714K +24,605 New
VA
59
Valmark Advisers
Ohio
$675K +$121K +4,172 +23%
MSAM
60
Moloney Securities Asset Management
Missouri
$668K +$188K +6,480 +41%
PFS
61
Prospera Financial Services
Texas
$572K +$161K +5,553 +41%
PA
62
PFG Advisors
Arizona
$570K +$557K +19,188 New
RJA
63
Raymond James & Associates
Florida
$564K +$551K +18,986 New
AFM
64
Armstrong Fleming & Moore
District of Columbia
$557K -$73.9K -2,546 -12%
KPWS
65
Kestra Private Wealth Services
Texas
$506K +$494K +17,023 New
BFG
66
Bleakley Financial Group
New Jersey
$505K +$494K +17,002 New
SW
67
Simplicity Wealth
New Jersey
$505K +$494K +17,002 New
CFGS
68
Concourse Financial Group Securities
Alabama
$496K +$474K +16,334 +6,211%
CFA
69
CWS Financial Advisors
Michigan
$471K +$200K +6,902 +77%
BFA
70
Beacon Financial Advisory
Ohio
$416K +$134K +4,611 +49%
AWS
71
Atria Wealth Solutions
New York
$415K +$403K +13,880 New
HNWAG
72
High Net Worth Advisory Group
Florida
$405K +$396K +13,625 New
GS
73
GTS Securities
Florida
$386K +$377K +12,999 New
Koshinski Asset Management
74
Koshinski Asset Management
Illinois
$379K +$365K +12,569 New
Truist Financial
75
Truist Financial
North Carolina
$378K -$7.05K -243 -2%