We are live on ! Find out more
CGBL icon

Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIP
76
HUB Investment Partners
Texas
$2.28M +$415K +13,079 +22%
CF
77
Centaurus Financial
California
$2.26M +$1.19M +37,531 +106%
Truist Financial
78
Truist Financial
North Carolina
$2.24M +$561K +17,680 +32%
MFG
79
Merit Financial Group
Georgia
$2.21M +$2.26M +71,281 New
CFA
80
CWS Financial Advisors
Michigan
$2.19M +$848K +26,718 +61%
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$2.11M +$414K +13,045 +24%
SW
82
StrongBox Wealth
Missouri
$1.98M +$2.03M +63,972 New
Comerica Bank
83
Comerica Bank
Texas
$1.95M -$41.7K -1,313 -2%
BFG
84
Bleakley Financial Group
New Jersey
$1.92M +$378K +11,917 +24%
Koshinski Asset Management
85
Koshinski Asset Management
Illinois
$1.91M +$777K +24,476 +66%
PFS
86
Prospera Financial Services
Texas
$1.91M +$854K +26,894 +78%
AFA
87
AA Financial Advisors
Ohio
$1.82M -$157K -4,944 -8%
RW
88
Rockport Wealth
Ohio
$1.79M -$1.27M -40,000 -41%
EFS
89
Essex Financial Services
Connecticut
$1.78M +$480K +15,129 +36%
DFA
90
Davies Financial Advisors
California
$1.75M -$79.1K -2,493 -4%
AAS
91
Ameritas Advisory Services
Nebraska
$1.74M +$68.1K +2,146 +4%
VVP
92
Venture Visionary Partners
Ohio
$1.73M +$348K +10,954 +24%
DC
93
Dahring Cusmano
Michigan
$1.65M +$1.19M +37,565 +241%
WAM
94
WNY Asset Management
New York
$1.48M +$760K +23,932 +100%
VA
95
Valmark Advisers
Ohio
$1.47M +$776K +24,454 +106%
RA
96
RFG Advisory
Alabama
$1.45M +$18.9K +594 +1%
NA
97
Nautilus Advisors
California
$1.43M +$49K +1,545 +3%
SPIA
98
Steward Partners Investment Advisory
New York
$1.4M +$548K +17,265 +62%
Citadel Advisors
99
Citadel Advisors
Florida
$1.39M -$151K -4,752 -10%
OL
100
Owen LaRue
Kentucky
$1.36M -$618K -19,482 -31%