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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
P
51
&Partners
Tennessee
$5.53M +$1.65M +52,450 +47%
HNWAG
52
High Net Worth Advisory Group
Florida
$5.51M +$827K +26,221 +19%
WAM
53
Worth Asset Management
Texas
$5.4M +$2.1M +66,710 +70%
LWM
54
LongView Wealth Management
Georgia
$5.31M +$772K +24,473 +18%
MFG
55
Merit Financial Group
Georgia
$5.23M +$2.68M +85,067 +119%
CFB
56
Cullen/Frost Bankers
Texas
$5.19M +$1.43M +45,442 +41%
SMC
57
Smith, Moore & Co
Missouri
$5.12M +$922K +29,236 +24%
SS
58
Sunbelt Securities
Texas
$4.91M +$14.5K +461 +0.3%
Jane Street
59
Jane Street
New York
$4.68M -$4.46M -141,274 -50%
TWP
60
Tempus Wealth Planning
California
$4.5M +$104K +3,295 +3%
NA
61
NewEdge Advisors
Louisiana
$4.47M +$3.14M +99,696 +294%
WIA
62
World Investment Advisors
California
$4.43M +$856K +27,137 +26%
SB
63
Strategic Blueprint
Georgia
$4.41M +$3.16M +100,158 +316%
AL
64
ACAS LLC
California
$4.35M +$344K +10,923 +9%
SFG
65
Seamount Financial Group
Colorado
$4.24M +$654K +20,746 +20%
ASN
66
Advisory Services Network
Georgia
$4.07M -$2.01M -63,780 -34%
SWP
67
Sagespring Wealth Partners
Tennessee
$3.99M +$806K +25,564 +27%
UBS Group
68
UBS Group
Switzerland
$3.8M +$703K +22,295 +24%
TFS
69
Thoroughbred Financial Services
Tennessee
$3.75M +$755K +23,929 +27%
GWM
70
Geneos Wealth Management
Colorado
$3.69M +$2.84M +89,936 +439%
CWM
71
Challenger Wealth Management
California
$3.65M -$223K -7,068 -6%
WIM
72
Westside Investment Management
California
$3.61M +$269K +8,532 +9%
IWC
73
Integrated Wealth Concepts
Massachusetts
$3.57M +$827K +26,228 +33%
CWA
74
Clarity Wealth Advisors
California
$3.56M +$552K +17,516 +20%
TFG
75
Taylor Financial Group
Virginia
$3.49M +$328K +10,385 +11%