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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
51
Mascagni Wealth Management
Mississippi
$2.38M +$2.43M +76,972 New
CCFM
52
Clear Creek Financial Management
Washington
$2.24M +$432K +13,705 +24%
CWA
53
Clarity Wealth Advisors
California
$2.1M +$867K +27,486 +70%
SPC
54
Sigma Planning Corp
Michigan
$2.07M +$2.09M +66,245 New
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$2.02M +$491K +15,555 +32%
Comerica Bank
56
Comerica Bank
Texas
$2.01M +$385K +12,209 +23%
AFA
57
AA Financial Advisors
Ohio
$2M +$161K +5,086 +9%
OL
58
Owen LaRue
Kentucky
$1.98M +$1.02M +32,425 +105%
WIA
59
World Investment Advisors
California
$1.98M +$593K +18,787 +42%
GVAG
60
Great Valley Advisor Group
Delaware
$1.97M +$1.98M +62,893 New
BRWA
61
B. Riley Wealth Advisors
Florida
$1.95M +$1.05M +33,178 +113%
IAA
62
Independent Advisor Alliance
North Carolina
$1.9M +$1.91M +60,677 New
HIP
63
HUB Investment Partners
Texas
$1.89M +$1.57M +49,763 +466%
SEIA
64
Signature Estate & Investment Advisors
California
$1.87M +$913K +28,917 +94%
GKWIM
65
Gerber Kawasaki Wealth & Investment Management
California
$1.85M +$847K +26,837 +83%
DFA
66
Davies Financial Advisors
California
$1.84M +$24.6K +780 +1%
CFGS
67
Concourse Financial Group Securities
Alabama
$1.78M +$308K +9,756 +21%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$1.72M +$454K +14,381 +35%
CL
69
CVFG LLC
Indiana
$1.71M +$1.73M +54,831 New
Truist Financial
70
Truist Financial
North Carolina
$1.71M +$1.22M +38,680 +242%
AAS
71
Ameritas Advisory Services
Nebraska
$1.68M -$280K -8,883 -14%
TFS
72
Thoroughbred Financial Services
Tennessee
$1.66M +$1.67M +53,019 New
MA
73
Mutual Advisors
Nebraska
$1.62M +$182K +5,783 +13%
BFG
74
Bleakley Financial Group
New Jersey
$1.57M +$932K +29,525 +143%
Citadel Advisors
75
Citadel Advisors
Florida
$1.55M +$1.57M +49,710 New