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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
101
Patriot Financial Group Insurance Agency
Massachusetts
$1.35M +$372K +11,711 +37%
AAS
102
Avantax Advisory Services
Texas
$1.32M +$154K +4,859 +13%
CL
103
CLG LLC
California
$1.27M +$475K +14,967 +57%
OMC
104
Old Mission Capital
Illinois
$1.22M +$1.25M +39,473 New
GWSG
105
GPS Wealth Strategies Group
Colorado
$1.2M +$74.6K +2,351 +6%
FAIM
106
Financial Advocates Investment Management
Washington
$1.18M +$721K +22,722 +149%
MA
107
Mutual Advisors
Nebraska
$1.13M -$462K -14,549 -28%
KWS
108
Keystone Wealth Services
California
$1.12M +$161K +5,083 +16%
FHC
109
First Heartland Consultants
Missouri
$1.1M +$640K +20,181 +132%
NA
110
NewEdge Advisors
Louisiana
$1.05M +$444K +13,986 +70%
BB
111
Burford Brothers
Texas
$1.01M +$161K +5,075 +18%
PA
112
PFG Advisors
Arizona
$1M -$137K -4,302 -12%
SB
113
Strategic Blueprint
Georgia
$981K +$698K +21,981 +227%
KWM
114
Kingsview Wealth Management
Oregon
$981K -$532K -16,750 -35%
Capital International Investors
115
Capital International Investors
California
$981K -$381 -12 -0%
BFA
116
Beacon Financial Advisory
Ohio
$977K +$301K +9,477 +43%
SIM
117
Synergy Investment Management
Florida
$964K +$432K +13,600 +78%
BFS
118
Bare Financial Services
Pennsylvania
$923K +$165K +5,204 +21%
RAG
119
RIA Advisory Group
Iowa
$918K -$100K -3,157 -10%
MOS
120
MGO One Seven
Ohio
$911K +$603K +18,992 +183%
SWA
121
Stratos Wealth Advisors
Ohio
$886K +$106K +3,340 +13%
DC
122
Davenport & Co
Virginia
$836K +$857K +26,994 New
MSAM
123
Moloney Securities Asset Management
Missouri
$810K -$236K -7,437 -22%
DWM
124
Dakota Wealth Management
Florida
$773K -$6.82K -215 -0.9%
SWP
125
Stratos Wealth Partners
Ohio
$763K -$92.2K -2,906 -11%