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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
ASN
76
Advisory Services Network
Georgia
$8.59M +$1.29M +35,001 +18%
EPW
77
Endeavor Private Wealth
Kansas
$8.11M +$321K +8,698 +4%
Truist Financial
78
Truist Financial
North Carolina
$8.1M +$1.56M +42,285 +25%
WAM
79
Worth Asset Management
Texas
$7.95M +$488K +13,200 +7%
SIA
80
Spectrum Investment Advisors
Wisconsin
$7.92M +$7.71M +208,664 New
EWS
81
Evergreen Wealth Solutions
Pennsylvania
$7.74M +$3.44M +92,977 +86%
WIM
82
Westside Investment Management
California
$7.66M +$817K +22,108 +12%
BFG
83
Bleakley Financial Group
New Jersey
$7.2M +$913K +24,703 +15%
TWP
84
Tempus Wealth Planning
California
$6.69M +$86.1K +2,331 +1%
CCFM
85
Clear Creek Financial Management
Washington
$6.6M +$378K +10,224 +6%
SWP
86
Sagespring Wealth Partners
Tennessee
$6.59M +$353K +9,543 +6%
Envestnet Portfolio Solutions
87
Envestnet Portfolio Solutions
Illinois
$6.56M +$1.24M +33,502 +24%
Rockefeller Capital Management
88
Rockefeller Capital Management
New York
$6.36M +$369K +9,988 +6%
CL
89
CVFG LLC
Indiana
$6.26M +$795K +21,502 +15%
MA
90
Mutual Advisors
Nebraska
$6.25M +$2.82M +76,338 +86%
SPC
91
Sigma Planning Corp
Michigan
$6.16M +$769K +20,797 +15%
MBC
92
Michael Brady & Co
Ohio
$6.13M -$52.1K -1,410 -0.9%
IAS
93
Integrity Advisory Solutions
Texas
$5.98M +$362K +9,788 +7%
TFS
94
Thoroughbred Financial Services
Tennessee
$5.85M +$111K +2,997 +2%
DC
95
Davenport & Co
Virginia
$5.76M +$1.07M +28,929 +24%
MOS
96
MGO One Seven
Ohio
$5.76M +$3.52M +95,304 +169%
AAS
97
Ameritas Advisory Services
Nebraska
$5.69M +$5.08M +137,461 +1,114%
CF
98
Centaurus Financial
California
$5.68M +$1.05M +28,515 +24%
SPIA
99
Steward Partners Investment Advisory
New York
$5.67M +$1.05M +28,391 +23%
FHC
100
First Heartland Consultants
Missouri
$5.67M +$124K +3,354 +2%