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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
101
Gerber Kawasaki Wealth & Investment Management
California
$5.66M +$500K +13,529 +10%
WIP
102
WealthCare Investment Partners
Rhode Island
$5.51M -$34.3K -929 -0.6%
HAG
103
HighPoint Advisor Group
Illinois
$5.51M +$1.54M +41,716 +40%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$5.44M +$196K +5,295 +4%
KWM
105
Kingsview Wealth Management
Oregon
$5.44M -$1M -27,157 -16%
VH
106
VVR Holdings
Washington
$5.42M +$1.13M +30,596 +27%
PA
107
PFG Advisors
Arizona
$5.42M +$430K +11,634 +9%
JP Morgan Chase
108
JP Morgan Chase
New York
$5.39M +$1.46M +39,531 +39%
WAM
109
WNY Asset Management
New York
$5.34M +$1.75M +47,234 +51%
AFA
110
AA Financial Advisors
Ohio
$5.22M +$49.5K +1,340 +1%
CFA
111
CWS Financial Advisors
Michigan
$5.21M +$599K +16,197 +13%
Koshinski Asset Management
112
Koshinski Asset Management
Illinois
$5.06M -$108K -2,911 -2%
CWM
113
Challenger Wealth Management
California
$4.77M +$47.5K +1,284 +1%
OBWG
114
Onyx Bridge Wealth Group
New York
$4.72M +$64.5K +1,745 +1%
TFG
115
Taylor Financial Group
Virginia
$4.62M +$213K +5,766 +5%
VAS
116
Vestmark Advisory Solutions
Massachusetts
$4.56M +$1.93M +52,102 +77%
CAL
117
Capital Analysts LLC
Pennsylvania
$4.43M +$2.28M +61,761 +113%
SWA
118
Stratos Wealth Advisors
Ohio
$4.19M +$565K +15,293 +16%
CWRP
119
Cassady Wealth & Retirement Planning
Nevada
$4.19M +$106K +2,871 +3%
CA
120
Continuum Advisory
Idaho
$4.16M +$573K +15,516 +17%
PFGIA
121
Patriot Financial Group Insurance Agency
Massachusetts
$4.13M -$3.47M -93,850 -46%
Bank of New York Mellon
122
Bank of New York Mellon
New York
$4.01M +$2.26M +61,215 +138%
SW
123
StrongBox Wealth
Missouri
$3.87M +$141K +3,827 +4%
BFA
124
Blueprint Financial Advisors
North Carolina
$3.83M +$159K +4,300 +4%
BIP
125
Blueprint Investment Partners
North Carolina
$3.83M +$159K +4,300 +4%