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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CL
76
CVFG LLC
Indiana
$3.47M +$495K +15,691 +18%
SPC
77
Sigma Planning Corp
Michigan
$3.38M +$826K +26,194 +35%
JHC
78
J. Hagan Capital
Kentucky
$3.3M -$706K -22,385 -19%
BFG
79
Bleakley Financial Group
New Jersey
$3.17M +$1.03M +32,586 +52%
CF
80
Centaurus Financial
California
$3.13M +$646K +20,487 +28%
CFA
81
CWS Financial Advisors
Michigan
$3.12M +$718K +22,768 +32%
Renaissance Technologies
82
Renaissance Technologies
New York
$3.11M +$2.94M +93,100 New
CL
83
CLG LLC
California
$3.09M +$1.62M +51,344 +125%
GKWIM
84
Gerber Kawasaki Wealth & Investment Management
California
$3.05M +$540K +17,137 +23%
SEIA
85
Signature Estate & Investment Advisors
California
$3.01M +$343K +10,875 +14%
CCFM
86
Clear Creek Financial Management
Washington
$3.01M +$173K +5,476 +6%
EH
87
Equitable Holdings
New York
$3.01M +$2.21M +70,107 +354%
PFS
88
Prospera Financial Services
Texas
$2.93M +$823K +26,094 +42%
Envestnet Portfolio Solutions
89
Envestnet Portfolio Solutions
Illinois
$2.86M -$3.26M -103,260 -55%
EFS
90
Essex Financial Services
Connecticut
$2.86M +$884K +28,025 +49%
VVP
91
Venture Visionary Partners
Ohio
$2.86M +$928K +29,419 +53%
SWP
92
Stratos Wealth Partners
Ohio
$2.78M +$1.84M +58,447 +237%
RA
93
RFG Advisory
Alabama
$2.76M +$1.13M +35,853 +77%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$2.74M +$436K +13,815 +20%
Truist Financial
95
Truist Financial
North Carolina
$2.65M +$219K +6,949 +10%
SA
96
Sovran Advisors
California
$2.53M +$2.17M +68,933 +1,024%
MWM
97
Mascagni Wealth Management
Mississippi
$2.24M -$312K -9,892 -13%
SW
98
StrongBox Wealth
Missouri
$2.23M +$88.6K +2,810 +4%
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$2.16M +$92.5K +2,933 +5%
VA
100
Valmark Advisers
Ohio
$2.15M +$533K +16,916 +36%