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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
76
Bleakley Financial Group
New Jersey
$4.51M +$1.2M +35,271 +37%
CL
77
CLG LLC
California
$4.33M +$1.1M +32,427 +35%
AssetMark Inc
78
AssetMark Inc
California
$4.27M +$3.42M +100,280 +442%
SWP
79
Sagespring Wealth Partners
Tennessee
$4.24M +$96K +2,818 +2%
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$4.22M +$1.94M +56,879 +88%
TFS
81
Thoroughbred Financial Services
Tennessee
$4.16M +$261K +7,667 +7%
EH
82
Equitable Holdings
New York
$4.14M +$1,000K +29,342 +33%
WIM
83
Westside Investment Management
California
$4.14M +$379K +11,127 +10%
VVP
84
Venture Visionary Partners
Ohio
$4.13M +$1.14M +33,462 +39%
CL
85
CVFG LLC
Indiana
$4.1M +$489K +14,341 +14%
CWM
86
Challenger Wealth Management
California
$4.06M +$263K +7,734 +7%
SPC
87
Sigma Planning Corp
Michigan
$4.01M +$496K +14,566 +14%
TFG
88
Taylor Financial Group
Virginia
$3.87M +$246K +7,235 +7%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$3.8M +$942K +27,638 +34%
PFS
90
Prospera Financial Services
Texas
$3.71M +$659K +19,354 +22%
GKWIM
91
Gerber Kawasaki Wealth & Investment Management
California
$3.7M +$517K +15,162 +17%
Envestnet Portfolio Solutions
92
Envestnet Portfolio Solutions
Illinois
$3.62M +$639K +18,752 +22%
SEIA
93
Signature Estate & Investment Advisors
California
$3.52M +$386K +11,327 +13%
Truist Financial
94
Truist Financial
North Carolina
$3.48M +$708K +20,775 +26%
CFA
95
CWS Financial Advisors
Michigan
$3.43M +$186K +5,449 +6%
JHC
96
J. Hagan Capital
Kentucky
$3.4M +$2.18K +64 +0.1%
FHC
97
First Heartland Consultants
Missouri
$3.39M +$1.4M +41,109 +73%
CCFM
98
Clear Creek Financial Management
Washington
$3.33M +$202K +5,921 +7%
CF
99
Centaurus Financial
California
$3.24M -$7.9K -232 -0.2%
VA
100
Valmark Advisers
Ohio
$3.2M +$943K +27,684 +43%