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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OBWG
101
Onyx Bridge Wealth Group
New York
$4.04M +$3.09M +88,222 +339%
TFG
102
Taylor Financial Group
Virginia
$3.93M -$8.61K -246 -0.2%
SEIA
103
Signature Estate & Investment Advisors
California
$3.93M +$349K +9,988 +10%
PA
104
PFG Advisors
Arizona
$3.84M +$1.15M +32,935 +44%
CFA
105
CWS Financial Advisors
Michigan
$3.79M +$294K +8,411 +9%
CF
106
Centaurus Financial
California
$3.77M +$468K +13,381 +14%
CCFM
107
Clear Creek Financial Management
Washington
$3.7M +$314K +8,966 +9%
CWRP
108
Cassady Wealth & Retirement Planning
Nevada
$3.41M +$3.38M +96,627 New
JHC
109
J. Hagan Capital
Kentucky
$3.39M -$74.3K -2,125 -2%
VA
110
VestGen Advisors
Illinois
$3.27M -$6.78M -193,834 -68%
DC
111
Davenport & Co
Virginia
$3.14M +$921K +26,330 +42%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$3.12M +$1.8M +51,396 +139%
RA
113
RFG Advisory
Alabama
$3.11M -$3.73M -106,577 -55%
SA
114
Sovran Advisors
California
$3.1M +$80K +2,286 +3%
SW
115
StrongBox Wealth
Missouri
$2.95M +$440K +12,572 +18%
BFA
116
Blueprint Financial Advisors
North Carolina
$2.92M +$816K +23,332 +39%
BIP
117
Blueprint Investment Partners
North Carolina
$2.92M +$816K +23,332 +39%
SWA
118
Stratos Wealth Advisors
Ohio
$2.87M +$595K +17,002 +26%
SPIA
119
Steward Partners Investment Advisory
New York
$2.6M +$484K +13,846 +23%
MWM
120
Mascagni Wealth Management
Mississippi
$2.58M +$127K +3,624 +5%
VH
121
VVR Holdings
Washington
$2.52M +$2.5M +71,348 New
CA
122
Continuum Advisory
Idaho
$2.48M +$876K +25,049 +56%
BB
123
Burford Brothers
Texas
$2.42M +$971K +27,765 +68%
Comerica Bank
124
Comerica Bank
Texas
$2.36M +$222K +6,339 +11%
OP
125
ORG Partners
Indiana
$2.32M +$657K +18,784 +40%