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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MA
126
Mutual Advisors
Nebraska
$1.11M -$128K -4,071 -11%
MOS
127
MGO One Seven
Ohio
$1.05M +$59.9K +1,900 +6%
LBC
128
Leigh Baldwin & Co
New York
$1.03M +$351K +11,145 +56%
RAG
129
RIA Advisory Group
Iowa
$1.03M +$35.9K +1,137 +4%
KWS
130
Keystone Wealth Services
California
$1M -$192K -6,084 -17%
ATS
131
Ashton Thomas Securities
New York
$996K +$368K +11,669 +64%
UAG
132
United Advisor Group
Ohio
$960K +$372K +11,800 +70%
MSAM
133
Moloney Securities Asset Management
Missouri
$954K +$74.4K +2,359 +9%
KWM
134
Kingsview Wealth Management
Oregon
$929K -$122K -3,880 -12%
OP
135
ORG Partners
Indiana
$921K +$852K +27,029 +4,701%
AF
136
Advisornet Financial
Minnesota
$875K +$172K +5,443 +26%
IWN
137
Independent Wealth Network
Iowa
$836K +$121K +3,847 +18%
GWP
138
Gateway Wealth Partners
Wisconsin
$830K +$173K +5,488 +28%
RIS
139
Richmond Investment Services
Wisconsin
$822K +$370K +11,747 +92%
CA
140
Continuum Advisory
Idaho
$810K +$143K +4,530 +23%
SFS
141
Security Financial Services
Indiana
$794K +$748K +23,733 New
DWM
142
Dakota Wealth Management
Florida
$779K -$52.4K -1,661 -7%
AssetMark Inc
143
AssetMark Inc
California
$758K +$715K +22,668 New
Northwestern Mutual Wealth Management
144
Northwestern Mutual Wealth Management
Wisconsin
$754K +$469K +14,883 +194%
JWCA
145
J.W. Cole Advisors
Florida
$754K +$270K +8,549 +61%
OL
146
Owen LaRue
Kentucky
$750K -$674K -21,373 -49%
Capital International Investors
147
Capital International Investors
California
$726K -$314K -9,949 -31%
TSWM
148
Tyler-Stone Wealth Management
Ohio
$702K +$87.4K +2,770 +15%
BIG
149
Brookwood Investment Group
Arizona
$681K -$17.2K -545 -3%
PWM
150
Pines Wealth Management
North Carolina
$673K +$63.4K +2,010 +11%