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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
76
Independent Advisor Alliance
North Carolina
$7.45M +$7.75M +216,544 New
EPW
77
Endeavor Private Wealth
Kansas
$7.04M -$399K -11,138 -5%
CL
78
CLG LLC
California
$7.03M +$1.44M +40,089 +24%
PFGIA
79
Patriot Financial Group Insurance Agency
Massachusetts
$6.97M +$5.37M +150,096 +286%
WAM
80
Worth Asset Management
Texas
$6.76M -$26.7K -745 -0.4%
ASN
81
Advisory Services Network
Georgia
$6.58M +$1.18M +32,857 +21%
EH
82
Equitable Holdings
New York
$6.57M +$1.01M +28,090 +18%
WIM
83
Westside Investment Management
California
$6.18M +$1.19M +33,295 +23%
TWP
84
Tempus Wealth Planning
California
$5.99M +$218K +6,077 +4%
Truist Financial
85
Truist Financial
North Carolina
$5.89M +$1.57M +43,963 +35%
KWM
86
Kingsview Wealth Management
Oregon
$5.87M -$233K -6,495 -4%
PFS
87
Prospera Financial Services
Texas
$5.74M +$670K +18,715 +13%
BFG
88
Bleakley Financial Group
New Jersey
$5.68M +$920K +25,696 +18%
SWP
89
Sagespring Wealth Partners
Tennessee
$5.65M +$904K +25,241 +18%
CCFM
90
Clear Creek Financial Management
Washington
$5.63M +$2.11M +58,784 +56%
MBC
91
Michael Brady & Co
Ohio
$5.61M +$527K +14,716 +10%
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$5.42M +$2.48M +69,321 +79%
VA
93
Valmark Advisers
Ohio
$5.37M +$1.34M +37,435 +32%
MW
94
Merited Wealth
Florida
$5.34M +$164K +4,574 +3%
TFS
95
Thoroughbred Financial Services
Tennessee
$5.2M +$422K +11,771 +8%
IAS
96
Integrity Advisory Solutions
Texas
$5.09M +$78.8K +2,201 +2%
WIP
97
WealthCare Investment Partners
Rhode Island
$5.07M -$10.7K -299 -0.2%
FHC
98
First Heartland Consultants
Missouri
$5.02M +$447K +12,489 +9%
CL
99
CVFG LLC
Indiana
$4.94M +$723K +20,196 +16%
SS
100
Sunbelt Securities
Texas
$4.9M +$20.4K +570 +0.4%