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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
76
Kingsview Wealth Management
Oregon
$1.51M +$64.2K +2,034 +4%
RA
77
RFG Advisory
Alabama
$1.44M +$7.83K +248 +0.5%
WWP
78
WR Wealth Planners
Missouri
$1.41M -$2.52M -80,005 -64%
VVP
79
Venture Visionary Partners
Ohio
$1.41M +$183K +5,792 +15%
NA
80
Nautilus Advisors
California
$1.39M +$1.4M +44,493 New
CFA
81
CWS Financial Advisors
Michigan
$1.37M +$470K +14,886 +51%
EFS
82
Essex Financial Services
Connecticut
$1.32M +$766K +24,270 +134%
IWC
83
Integrated Wealth Concepts
Massachusetts
$1.23M +$578K +18,305 +87%
AAS
84
Avantax Advisory Services
Texas
$1.18M +$633K +20,056 +114%
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$1.16M +$264K +8,353 +29%
PA
86
PFG Advisors
Arizona
$1.15M +$130K +4,134 +13%
GWSG
87
GPS Wealth Strategies Group
Colorado
$1.14M +$487K +15,438 +74%
CF
88
Centaurus Financial
California
$1.11M +$1.12M +35,489 New
PFS
89
Prospera Financial Services
Texas
$1.08M +$302K +9,565 +38%
SWP
90
Sagespring Wealth Partners
Tennessee
$1.07M +$1.08M +34,117 New
MSAM
91
Moloney Securities Asset Management
Missouri
$1.05M +$295K +9,345 +39%
RAG
92
RIA Advisory Group
Iowa
$1.03M +$80.8K +2,560 +8%
PFGIA
93
Patriot Financial Group Insurance Agency
Massachusetts
$997K +$246K +7,791 +32%
Capital International Investors
94
Capital International Investors
California
$990K -$315K -9,994 -24%
KWS
95
Keystone Wealth Services
California
$969K +$273K +8,657 +39%
SPIA
96
Steward Partners Investment Advisory
New York
$870K +$441K +13,980 +101%
BB
97
Burford Brothers
Texas
$865K +$76.1K +2,410 +10%
SWP
98
Stratos Wealth Partners
Ohio
$861K +$603K +19,094 +226%
PWA
99
PCG Wealth Advisors
Kansas
$832K +$840K +26,609 New
CL
100
CLG LLC
California
$814K +$822K +26,037 New