We are live on ! Find out more
CGBL icon

Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
101
Franklin Resources
California
$2.06M +$1.94M +61,621 New
AWS
102
Atria Wealth Solutions
New York
$2.02M -$2.76M -87,519 -59%
AAS
103
Avantax Advisory Services
Texas
$1.96M +$510K +16,172 +38%
AWM
104
Apollon Wealth Management
South Carolina
$1.93M +$1.82M +57,599 New
AFA
105
AA Financial Advisors
Ohio
$1.93M -$41K -1,301 -2%
Comerica Bank
106
Comerica Bank
Texas
$1.9M -$197K -6,238 -10%
FHC
107
First Heartland Consultants
Missouri
$1.89M +$666K +21,106 +60%
PFGIA
108
Patriot Financial Group Insurance Agency
Massachusetts
$1.86M +$382K +12,098 +28%
DFA
109
Davies Financial Advisors
California
$1.85M -$37.5K -1,190 -2%
SPIA
110
Steward Partners Investment Advisory
New York
$1.73M +$213K +6,748 +15%
PA
111
PFG Advisors
Arizona
$1.67M +$557K +17,655 +55%
DC
112
Dahring Cusmano
Michigan
$1.66M -$107K -3,390 -6%
GWSG
113
GPS Wealth Strategies Group
Colorado
$1.64M +$326K +10,332 +27%
DC
114
Davenport & Co
Virginia
$1.58M +$637K +20,192 +75%
WAM
115
WNY Asset Management
New York
$1.41M -$184K -5,829 -12%
SWA
116
Stratos Wealth Advisors
Ohio
$1.34M +$365K +11,570 +40%
BFA
117
Beacon Financial Advisory
Ohio
$1.32M +$252K +8,006 +25%
BB
118
Burford Brothers
Texas
$1.3M +$193K +6,118 +19%
BFS
119
Bare Financial Services
Pennsylvania
$1.22M +$212K +6,720 +23%
IFG
120
Independent Financial Group
California
$1.17M +$462K +14,663 +72%
HIP
121
HUB Investment Partners
Texas
$1.17M -$1.21M -38,435 -52%
FAIM
122
Financial Advocates Investment Management
Washington
$1.16M -$102K -3,234 -9%
VFPW
123
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.13M +$1.07M +33,821 New
AAS
124
Ameritas Advisory Services
Nebraska
$1.13M -$702K -22,248 -40%
NA
125
Nautilus Advisors
California
$1.12M -$395K -12,520 -27%