We are live on ! Find out more
CGBL icon

Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SA
101
Sovran Advisors
California
$2.9M +$258K +7,577 +10%
PA
102
PFG Advisors
Arizona
$2.63M +$875K +25,694 +51%
GWSG
103
GPS Wealth Strategies Group
Colorado
$2.53M +$814K +23,890 +49%
SW
104
StrongBox Wealth
Missouri
$2.46M +$142K +4,161 +6%
MWM
105
Mascagni Wealth Management
Mississippi
$2.41M +$79.4K +2,331 +3%
SWA
106
Stratos Wealth Advisors
Ohio
$2.23M +$819K +24,054 +60%
AFA
107
AA Financial Advisors
Ohio
$2.21M +$203K +5,945 +10%
DC
108
Davenport & Co
Virginia
$2.18M +$528K +15,494 +33%
Comerica Bank
109
Comerica Bank
Texas
$2.1M +$125K +3,675 +6%
SPIA
110
Steward Partners Investment Advisory
New York
$2.07M +$269K +7,905 +15%
BFA
111
Blueprint Financial Advisors
North Carolina
$2.06M +$2.02M +59,349 New
BIP
112
Blueprint Investment Partners
North Carolina
$2.06M +$2.02M +59,349 New
DC
113
Dahring Cusmano
Michigan
$1.94M +$211K +6,189 +12%
Renaissance Technologies
114
Renaissance Technologies
New York
$1.89M -$1.32M -38,700 -42%
OP
115
ORG Partners
Indiana
$1.85M +$661K +19,402 +70%
DFA
116
Davies Financial Advisors
California
$1.82M -$91.7K -2,692 -5%
WAM
117
WNY Asset Management
New York
$1.69M +$223K +6,558 +16%
IFG
118
Independent Financial Group
California
$1.64M +$418K +12,257 +35%
MA
119
Mutual Advisors
Nebraska
$1.63M +$475K +13,953 +43%
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$1.59M -$338K -9,929 -18%
CA
121
Continuum Advisory
Idaho
$1.56M +$708K +20,786 +86%
SFS
122
Security Financial Services
Indiana
$1.55M +$714K +20,953 +88%
BFA
123
Beacon Financial Advisory
Ohio
$1.49M +$117K +3,422 +9%
BFS
124
Bare Financial Services
Pennsylvania
$1.47M +$202K +5,919 +16%
FPAS
125
Focus Partners Advisor Solutions
Missouri
$1.44M +$855K +25,105 +156%