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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HNWAG
51
High Net Worth Advisory Group
Florida
$10.9M +$757K +21,148 +7%
SMC
52
Smith, Moore & Co
Missouri
$10.9M +$335K +9,345 +3%
BWM
53
Base Wealth Management
Florida
$10.8M -$903K -25,221 -7%
QFPS
54
Quantum Financial Planning Services
Washington
$10.8M -$226K -6,312 -2%
AssetMark Inc
55
AssetMark Inc
California
$10.7M +$3.06M +85,448 +38%
CMAI
56
Capital Management Associates Inc
Minnesota
$10.3M +$1.03M +28,748 +11%
SWP
57
Stratos Wealth Partners
Ohio
$10.3M +$934K +26,080 +10%
CGPCS
58
Capital Group Private Client Services
California
$10.2M +$3.22M +89,831 +43%
BFS
59
Boyer Financial Services
California
$10.1M +$1.4M +39,028 +15%
CWA
60
Clarity Wealth Advisors
California
$10.1M +$3.07M +85,648 +41%
MFG
61
Merit Financial Group
Georgia
$9.99M +$1.69M +47,084 +19%
FFS
62
Founders Financial Securities
Maryland
$9.97M +$1.66M +46,387 +20%
Bank of America
63
Bank of America
North Carolina
$9.73M +$4.44M +123,953 +78%
GWM
64
Geneos Wealth Management
Colorado
$9.65M +$368K +10,288 +4%
LWM
65
LongView Wealth Management
Georgia
$9.62M +$691K +19,294 +8%
HNH
66
Hopwood Nicholas Hunter
$9.62M +$166K +4,622 +2%
UBS Group
67
UBS Group
Switzerland
$9.57M +$2.76M +77,098 +38%
CFB
68
Cullen/Frost Bankers
Texas
$8.94M +$188K +5,257 +2%
AF
69
Advisornet Financial
Minnesota
$8.32M +$6.98M +194,934 +417%
SFG
70
Seamount Financial Group
Colorado
$8.3M +$1.7M +47,538 +25%
VVP
71
Venture Visionary Partners
Ohio
$8.18M +$483K +13,490 +6%
HighTower Advisors
72
HighTower Advisors
Illinois
$7.81M +$595K +16,621 +8%
IWC
73
Integrated Wealth Concepts
Massachusetts
$7.79M +$1.13M +31,551 +16%
Citadel Advisors
74
Citadel Advisors
Florida
$7.66M +$1.97M +55,052 +33%
EFS
75
Essex Financial Services
Connecticut
$7.48M +$1.92M +53,657 +33%