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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Capital Group Private Client Services
51
Capital Group Private Client Services
California
$6.84M +$789K +23,173 +13%
RFG Advisory
52
RFG Advisory
Alabama
$6.76M +$3.82M +112,191 +136%
LWM
53
LongView Wealth Management
Georgia
$6.68M +$1.14M +33,419 +21%
Merit Financial Group
54
Merit Financial Group
Georgia
$6.65M +$1.2M +35,221 +23%
Cullen/Frost Bankers
55
Cullen/Frost Bankers
Texas
$6.64M +$1.23M +35,975 +23%
Geneos Wealth Management
56
Geneos Wealth Management
Colorado
$6.63M +$2.75M +80,637 +73%
FFS
57
Founders Financial Securities
Maryland
$6.49M +$167K +4,901 +3%
Stratos Wealth Partners
58
Stratos Wealth Partners
Ohio
$6.46M +$3.51M +102,986 +124%
World Investment Advisors
59
World Investment Advisors
California
$6.02M +$1.4M +40,951 +31%
WAM
60
Worth Asset Management
Texas
$6M +$391K +11,490 +7%
UBS Group
61
UBS Group
Switzerland
$5.56M +$1.59M +46,562 +41%
SB
62
Strategic Blueprint
Georgia
$5.47M +$875K +25,692 +19%
TWP
63
Tempus Wealth Planning
California
$5.41M +$724K +21,262 +16%
SFG
64
Seamount Financial Group
Colorado
$5.36M +$936K +27,490 +22%
Kingsview Wealth Management
65
Kingsview Wealth Management
Oregon
$5.25M +$4.21M +123,481 +444%
SS
66
Sunbelt Securities
Texas
$5.23M -$212K -6,233 -4%
Integrated Wealth Concepts
67
Integrated Wealth Concepts
Massachusetts
$5.2M +$1.46M +42,953 +40%
CWA
68
Clarity Wealth Advisors
California
$5.16M +$1.43M +42,121 +40%
IAS
69
Integrity Advisory Solutions
Texas
$4.98M +$4.88M +143,335 New
M1FG
70
Mach-1 Financial Group
Arkansas
$4.98M +$4.88M +143,335 New
Jane Street
71
Jane Street
New York
$4.86M – – –
Citadel Advisors
72
Citadel Advisors
Florida
$4.73M -$4.08M -119,679 -47%
EFS
73
Essex Financial Services
Connecticut
$4.68M +$1.68M +49,422 +58%
NewEdge Advisors
74
NewEdge Advisors
Louisiana
$4.55M -$86K -2,524 -2%
Advisory Services Network
75
Advisory Services Network
Georgia
$4.54M +$330K +9,686 +8%