We are live on ! Find out more
CGBL icon

Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
51
LongView Wealth Management
Georgia
$4.16M +$812K +25,599 +24%
PWA
52
PCG Wealth Advisors
Kansas
$4.07M +$3.33M +104,847 +394%
TWP
53
Tempus Wealth Planning
California
$4.07M +$609K +19,200 +17%
SMC
54
Smith, Moore & Co
Missouri
$3.84M +$1.04M +32,720 +36%
JHC
55
J. Hagan Capital
Kentucky
$3.76M +$3.82M +120,264 New
AL
56
ACAS LLC
California
$3.63M +$463K +14,590 +14%
CWM
57
Challenger Wealth Management
California
$3.6M +$444K +13,975 +14%
P
58
&Partners
Tennessee
$3.49M +$3.19M +100,564 +905%
CFB
59
Cullen/Frost Bankers
Texas
$3.4M +$733K +23,096 +27%
SFG
60
Seamount Financial Group
Colorado
$3.29M +$584K +18,407 +21%
WIA
61
World Investment Advisors
California
$3.27M +$1.34M +42,168 +67%
WIM
62
Westside Investment Management
California
$3.08M +$392K +12,340 +14%
WAM
63
Worth Asset Management
Texas
$2.93M +$3.01M +94,719 New
TFG
64
Taylor Financial Group
Virginia
$2.91M +$261K +8,238 +10%
SWP
65
Sagespring Wealth Partners
Tennessee
$2.9M +$1.89M +59,632 +175%
UBS Group
66
UBS Group
Switzerland
$2.83M +$2.9M +91,394 New
CWA
67
Clarity Wealth Advisors
California
$2.76M +$699K +22,021 +33%
TFS
68
Thoroughbred Financial Services
Tennessee
$2.73M +$1.12M +35,231 +66%
CL
69
CVFG LLC
Indiana
$2.73M +$1.05M +33,140 +60%
CCFM
70
Clear Creek Financial Management
Washington
$2.62M +$405K +12,774 +18%
IWC
71
Integrated Wealth Concepts
Massachusetts
$2.49M +$1.31M +41,204 +105%
SEIA
72
Signature Estate & Investment Advisors
California
$2.45M +$612K +19,295 +32%
MWM
73
Mascagni Wealth Management
Mississippi
$2.38M
SPC
74
Sigma Planning Corp
Michigan
$2.32M +$271K +8,528 +13%
GKWIM
75
Gerber Kawasaki Wealth & Investment Management
California
$2.3M +$479K +15,103 +26%