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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWA
101
Stratos Wealth Advisors
Ohio
$790K +$169K +5,355 +27%
Dakota Wealth Management
102
Dakota Wealth Management
Florida
$784K -$96.7K -3,063 -11%
BFS
103
Bare Financial Services
Pennsylvania
$769K +$399K +12,634 +106%
JTBR
104
James T. Borello RIA
Illinois
$762K – – –
WAM
105
WNY Asset Management
New York
$750K +$757K +23,974 New
WP
106
WealthPLAN Partners
Nebraska
$731K +$738K +23,374 New
Valmark Advisers
107
Valmark Advisers
Ohio
$721K – – –
BFA
108
Beacon Financial Advisory
Ohio
$690K +$67.6K +2,141 +11%
KW
109
KWB Wealth
California
$640K +$650K +20,610 New
QFPS
110
Quantum Financial Planning Services
Washington
$627K +$632K +20,042 New
NewEdge Advisors
111
NewEdge Advisors
Louisiana
$624K +$165K +5,224 +35%
PWM
112
Pines Wealth Management
North Carolina
$617K +$628K +19,898 New
Equitable Holdings
113
Equitable Holdings
New York
$605K +$610K +19,333 New
AFM
114
Armstrong Fleming & Moore
District of Columbia
$587K -$2.94K -93 -0.5%
RIS
115
Richmond Investment Services
Wisconsin
$581K +$586K +18,567 New
SIM
116
Synergy Investment Management
Florida
$548K +$553K +17,515 New
MCA
117
MSH Capital Advisors
Arizona
$529K +$208K +6,580 +64%
BAG
118
Bridgewealth Advisory Group
California
$520K +$67K +2,124 +15%
UAG
119
United Advisor Group
Ohio
$511K +$515K +16,334 New
GWP
120
Gateway Wealth Partners
Wisconsin
$499K +$245K +7,772 +95%
AO
121
Advisor OS
Illinois
$494K +$19.3K +612 +4%
DC
122
Dahring Cusmano
Michigan
$488K +$493K +15,611 New
TVAMP
123
Tennessee Valley Asset Management Partners
Tennessee
$481K +$62.4K +1,976 +15%
AF
124
Advisornet Financial
Minnesota
$480K +$383K +12,150 +381%
FHC
125
First Heartland Consultants
Missouri
$478K +$31.4K +994 +7%