We are live on ! Find out more
CGBL icon

Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
Mutual Advisors
Nebraska
$1.43M +$366K +12,076 +36%
CFGS
52
Concourse Financial Group Securities
Alabama
$1.42M +$880K +29,051 +175%
RA
53
RFG Advisory
Alabama
$1.42M +$191K +6,313 +16%
SFG
54
Seamount Financial Group
Colorado
$1.42M +$636K +20,994 +85%
WIA
55
World Investment Advisors
California
$1.38M +$528K +17,438 +65%
Capital International Investors
56
Capital International Investors
California
$1.29M +$272K +8,998 +28%
CMAI
57
Capital Management Associates Inc
Minnesota
$1.27M +$1.24M +40,816 New
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$1.26M +$337K +11,123 +38%
CWA
59
Clarity Wealth Advisors
California
$1.23M +$834K +27,534 +229%
VVP
60
Venture Visionary Partners
Ohio
$1.22M -$7.45K -246 -0.6%
PA
61
PFG Advisors
Arizona
$1.01M +$403K +13,323 +69%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$1.01M +$979K +32,321 New
GKWIM
63
Gerber Kawasaki Wealth & Investment Management
California
$1M +$699K +23,088 +252%
SEIA
64
Signature Estate & Investment Advisors
California
$959K +$569K +18,805 +156%
OL
65
Owen LaRue
Kentucky
$958K +$934K +30,850 New
RAG
66
RIA Advisory Group
Iowa
$939K +$916K +30,245 New
BRWA
67
B. Riley Wealth Advisors
Florida
$910K +$888K +29,333 New
CFA
68
CWS Financial Advisors
Michigan
$901K +$399K +13,172 +83%
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$896K +$493K +16,279 +130%
SMC
70
Smith, Moore & Co
Missouri
$894K +$42.7K +1,411 +5%
DWM
71
Dakota Wealth Management
Florida
$877K -$113K -3,731 -12%
BB
72
Burford Brothers
Texas
$784K +$764K +25,242 New
PFS
73
Prospera Financial Services
Texas
$777K +$176K +5,797 +30%
MSAM
74
Moloney Securities Asset Management
Missouri
$753K +$53.6K +1,772 +8%
PFGIA
75
Patriot Financial Group Insurance Agency
Massachusetts
$748K +$730K +24,105 New