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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CP
126
Creekside Partners
California
$1.43M +$979K +28,729 +231%
BB
127
Burford Brothers
Texas
$1.41M +$61.5K +1,806 +5%
AAS
128
Ameritas Advisory Services
Nebraska
$1.4M +$225K +6,603 +20%
KWS
129
Keystone Wealth Services
California
$1.4M +$353K +10,350 +35%
HAS
130
HBW Advisory Services
California
$1.39M +$726K +21,319 +114%
VFPW
131
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.33M +$149K +4,388 +13%
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$1.28M +$1.26M +36,900 New
UAG
133
United Advisor Group
Ohio
$1.21M +$214K +6,268 +22%
NA
134
Nautilus Advisors
California
$1.21M +$45K +1,321 +4%
NAS
135
NWF Advisory Services
California
$1.2M +$560K +16,441 +91%
SI
136
Stephens Inc
Arkansas
$1.19M +$771K +22,635 +194%
WWM
137
Western Wealth Management
Colorado
$1.19M +$1.16M +34,161 New
GWP
138
Gateway Wealth Partners
Wisconsin
$1.17M +$304K +8,922 +36%
ATS
139
Ashton Thomas Securities
New York
$1.17M +$130K +3,807 +13%
AF
140
Advisornet Financial
Minnesota
$1.16M +$243K +7,124 +27%
MOS
141
MGO One Seven
Ohio
$1.13M +$40.1K +1,177 +4%
LBC
142
Leigh Baldwin & Co
New York
$1.12M +$47.5K +1,393 +5%
RAG
143
RIA Advisory Group
Iowa
$1.07M -$1.06K -31 -0.1%
SF
144
Summit Financial
New Jersey
$1.06M +$1.04M +30,582 New
AFP
145
Ausdal Financial Partners
Iowa
$1.06M +$574K +16,851 +123%
JWCA
146
J.W. Cole Advisors
Florida
$1.05M +$261K +7,667 +34%
STA
147
Smith Thornton Advisors
Alabama
$1.03M +$325K +9,547 +48%
MSAM
148
Moloney Securities Asset Management
Missouri
$1.01M +$20.5K +602 +2%
IWN
149
Independent Wealth Network
Iowa
$993K +$122K +3,592 +14%
WWA
150
Wisconsin Wealth Advisors
Wisconsin
$989K +$699K +20,520 +258%