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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
126
AA Financial Advisors
Ohio
$2.29M +$45.4K +1,299 +2%
GWP
127
Gateway Wealth Partners
Wisconsin
$2.28M +$1.08M +30,893 +92%
SI
128
Stephens Inc
Arkansas
$2.26M +$1.04M +29,760 +87%
DC
129
Dahring Cusmano
Michigan
$2.11M +$127K +3,630 +6%
MA
130
Mutual Advisors
Nebraska
$2.07M +$420K +11,991 +26%
OMC
131
Old Mission Capital
Illinois
$2.04M +$1.77M +50,535 +715%
JP Morgan Chase
132
JP Morgan Chase
New York
$2.01M +$1.19M +33,965 +148%
EFA
133
Englebert Financial Advisers
Pennsylvania
$1.94M +$1.92M +54,935 New
MOS
134
MGO One Seven
Ohio
$1.92M +$763K +21,815 +67%
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$1.85M +$233K +6,650 +15%
FFA
136
Farther Finance Advisors
California
$1.85M +$1.83M +52,227 New
CP
137
Creekside Partners
California
$1.84M +$386K +11,031 +27%
IFG
138
Independent Financial Group
California
$1.81M +$137K +3,918 +8%
JWCA
139
J.W. Cole Advisors
Florida
$1.74M +$766K +21,883 +72%
SFS
140
Security Financial Services
Indiana
$1.73M +$152K +4,334 +10%
HAG
141
HighPoint Advisor Group
Illinois
$1.73M +$1.71M +48,960 New
KWS
142
Keystone Wealth Services
California
$1.7M +$275K +7,847 +19%
SCFS
143
Stewardship Concepts Financial Services
Washington
$1.69M +$1.68M +47,895 New
AFP
144
Ausdal Financial Partners
Iowa
$1.65M +$569K +16,266 +53%
AF
145
Advisornet Financial
Minnesota
$1.65M +$472K +13,493 +41%
HAS
146
HBW Advisory Services
California
$1.61M +$189K +5,401 +13%
BFS
147
Bare Financial Services
Pennsylvania
$1.56M +$63.1K +1,804 +4%
NAS
148
NWF Advisory Services
California
$1.56M +$331K +9,450 +27%
BFA
149
Beacon Financial Advisory
Ohio
$1.53M +$11.8K +337 +0.8%
VFPW
150
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.48M +$126K +3,599 +9%