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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$5.61M +$5.56M +158,871 New
Bank of America
77
Bank of America
North Carolina
$5.61M +$4.75M +135,640 +588%
ASN
78
Advisory Services Network
Georgia
$5.59M +$962K +27,497 +21%
EH
79
Equitable Holdings
New York
$5.58M +$1.35M +38,568 +32%
MW
80
Merited Wealth
Florida
$5.33M +$5.27M +150,754 New
MBC
81
Michael Brady & Co
Ohio
$5.24M +$5.18M +148,190 New
PFS
82
Prospera Financial Services
Texas
$5.23M +$1.44M +41,142 +38%
WIP
83
WealthCare Investment Partners
Rhode Island
$5.21M +$5.12M +146,471 New
WIM
84
Westside Investment Management
California
$5.17M +$947K +27,075 +23%
IAS
85
Integrity Advisory Solutions
Texas
$5.14M +$79.2K +2,265 +2%
Ameriprise
86
Ameriprise
Minnesota
$5.12M +$5.08M +145,055 New
SS
87
Sunbelt Securities
Texas
$5.02M -$305K -8,729 -6%
BFG
88
Bleakley Financial Group
New Jersey
$4.92M +$329K +9,400 +7%
TFS
89
Thoroughbred Financial Services
Tennessee
$4.92M +$682K +19,480 +16%
SWP
90
Sagespring Wealth Partners
Tennessee
$4.9M +$584K +16,693 +14%
FHC
91
First Heartland Consultants
Missouri
$4.72M +$1.25M +35,836 +37%
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$4.58M +$710K +20,295 +19%
Truist Financial
93
Truist Financial
North Carolina
$4.5M +$950K +27,164 +27%
CWM
94
Challenger Wealth Management
California
$4.46M +$320K +9,134 +8%
SPC
95
Sigma Planning Corp
Michigan
$4.38M +$298K +8,524 +7%
GKWIM
96
Gerber Kawasaki Wealth & Investment Management
California
$4.37M +$601K +17,182 +16%
CL
97
CVFG LLC
Indiana
$4.36M +$185K +5,280 +4%
Envestnet Portfolio Solutions
98
Envestnet Portfolio Solutions
Illinois
$4.22M +$534K +15,267 +15%
VA
99
Valmark Advisers
Ohio
$4.19M +$925K +26,424 +29%
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
$4.11M -$181K -5,179 -4%