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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$4.87M +$627K +17,508 +14%
Envestnet Portfolio Solutions
102
Envestnet Portfolio Solutions
Illinois
$4.79M +$705K +19,696 +16%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$4.75M +$299K +8,354 +6%
AFA
104
AA Financial Advisors
Ohio
$4.69M +$2.56M +71,447 +110%
Koshinski Asset Management
105
Koshinski Asset Management
Illinois
$4.68M +$710K +19,819 +17%
GKWIM
106
Gerber Kawasaki Wealth & Investment Management
California
$4.67M +$429K +11,987 +10%
PA
107
PFG Advisors
Arizona
$4.51M +$803K +22,413 +21%
SEIA
108
Signature Estate & Investment Advisors
California
$4.47M +$667K +18,632 +17%
CWM
109
Challenger Wealth Management
California
$4.28M -$65.5K -1,830 -1%
DC
110
Davenport & Co
Virginia
$4.23M +$1.21M +33,889 +38%
OBWG
111
Onyx Bridge Wealth Group
New York
$4.22M +$295K +8,225 +7%
CF
112
Centaurus Financial
California
$4.16M +$514K +14,350 +13%
SPIA
113
Steward Partners Investment Advisory
New York
$4.16M +$1.7M +47,416 +64%
CFA
114
CWS Financial Advisors
Michigan
$4.16M +$491K +13,704 +13%
Ameriprise
115
Ameriprise
Minnesota
$4.15M -$873K -24,370 -17%
TFG
116
Taylor Financial Group
Virginia
$3.99M +$165K +4,614 +4%
CWRP
117
Cassady Wealth & Retirement Planning
Nevada
$3.94M +$390K +10,895 +11%
VH
118
VVR Holdings
Washington
$3.86M +$1.46M +40,879 +57%
EWS
119
Evergreen Wealth Solutions
Pennsylvania
$3.71M +$3.61M +100,681 +1,419%
HAG
120
HighPoint Advisor Group
Illinois
$3.56M +$1.95M +54,507 +111%
JP Morgan Chase
121
JP Morgan Chase
New York
$3.47M +$1.63M +45,614 +80%
SW
122
StrongBox Wealth
Missouri
$3.38M +$523K +14,592 +17%
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$3.34M +$3.48M +97,078 New
BFA
124
Blueprint Financial Advisors
North Carolina
$3.32M +$495K +13,816 +17%
BIP
125
Blueprint Investment Partners
North Carolina
$3.32M +$495K +13,816 +17%