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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
76
Valmark Advisers
Ohio
$716K +$11.2K +370 +2%
KWS
77
Keystone Wealth Services
California
$694K +$676K +22,344 New
MFIM
78
Mesirow Financial Investment Management
Illinois
$653K +$636K +21,015 New
IWC
79
Integrated Wealth Concepts
Massachusetts
$651K +$635K +20,973 New
GWSG
80
GPS Wealth Strategies Group
Colorado
$650K +$632K +20,889 New
BFG
81
Bleakley Financial Group
New Jersey
$641K +$111K +3,652 +21%
OMC
82
Old Mission Capital
Illinois
$632K -$1.08M -35,814 -64%
BFA
83
Beacon Financial Advisory
Ohio
$618K +$179K +5,907 +42%
SWA
84
Stratos Wealth Advisors
Ohio
$618K +$282K +9,322 +88%
AFM
85
Armstrong Fleming & Moore
District of Columbia
$586K +$4.48K +148 +0.8%
EFS
86
Essex Financial Services
Connecticut
$569K +$547K +18,058 New
HGERS
87
Householder Group Estate & Retirement Specialist
Arizona
$550K +$202K +6,667 +60%
AAS
88
Avantax Advisory Services
Texas
$547K +$156K +5,157 +41%
MFS
89
McNamara Financial Services
Massachusetts
$531K +$158K +5,204 +44%
Truist Financial
90
Truist Financial
North Carolina
$497K +$99.7K +3,293 +26%
AO
91
Advisor OS
Illinois
$471K +$460K +15,178 New
FAIM
92
Financial Advocates Investment Management
Washington
$459K +$81K +2,677 +22%
NA
93
NewEdge Advisors
Louisiana
$457K +$375K +12,399 +531%
FHC
94
First Heartland Consultants
Missouri
$444K +$158K +5,223 +58%
BAG
95
Bridgewealth Advisory Group
California
$431K +$64.8K +2,142 +18%
SPIA
96
Steward Partners Investment Advisory
New York
$430K +$255K +8,407 +155%
HNWAG
97
High Net Worth Advisory Group
Florida
$423K
TVAMP
98
Tennessee Valley Asset Management Partners
Tennessee
$416K +$406K +13,394 New
BFS
99
Bare Financial Services
Pennsylvania
$371K +$314K +10,361 +646%
CA
100
Carson Advisory
Georgia
$359K +$350K +11,553 New