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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Apollon Wealth Management
South Carolina
$9.07M +$1.39M +39,809 +18%
BFS
52
Boyer Financial Services
California
$9.03M +$8.88M +253,916 New
CFB
53
Cullen/Frost Bankers
Texas
$8.99M +$2.22M +63,321 +33%
MFIM
54
Mesirow Financial Investment Management
Illinois
$8.95M -$4M -114,291 -31%
LWM
55
LongView Wealth Management
Georgia
$8.89M +$1.85M +52,783 +27%
MFG
56
Merit Financial Group
Georgia
$8.6M +$1.81M +51,745 +27%
FFS
57
Founders Financial Securities
Maryland
$8.2M +$1.58M +45,069 +24%
VVP
58
Venture Visionary Partners
Ohio
$8.05M +$3.69M +105,344 +89%
PWA
59
PCG Wealth Advisors
Kansas
$7.98M +$726K +20,753 +10%
AssetMark Inc
60
AssetMark Inc
California
$7.96M +$3.58M +102,226 +83%
EPW
61
Endeavor Private Wealth
Kansas
$7.6M +$409K +11,683 +6%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$7.5M +$167K +4,780 +2%
HighTower Advisors
63
HighTower Advisors
Illinois
$7.43M +$268K +7,656 +4%
CGPCS
64
Capital Group Private Client Services
California
$7.35M +$384K +10,981 +6%
CWA
65
Clarity Wealth Advisors
California
$7.3M +$2.03M +58,004 +39%
UBS Group
66
UBS Group
Switzerland
$7.1M +$1.43M +40,826 +25%
Jane Street
67
Jane Street
New York
$7.07M +$2.1M +60,000 +43%
WAM
68
Worth Asset Management
Texas
$6.96M +$845K +24,150 +14%
IWC
69
Integrated Wealth Concepts
Massachusetts
$6.89M +$1.59M +45,317 +30%
SFG
70
Seamount Financial Group
Colorado
$6.85M +$1.38M +39,386 +26%
KWM
71
Kingsview Wealth Management
Oregon
$6.25M +$900K +25,734 +17%
TWP
72
Tempus Wealth Planning
California
$5.93M +$420K +12,008 +8%
Citadel Advisors
73
Citadel Advisors
Florida
$5.92M +$1.09M +31,290 +23%
CL
74
CLG LLC
California
$5.81M +$1.38M +39,576 +32%
EFS
75
Essex Financial Services
Connecticut
$5.78M +$1M +28,715 +21%