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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HAS
151
HBW Advisory Services
California
$2.19M +$262K +7,096 +14%
Mariner
152
Mariner
Kansas
$2.18M -$15.7M -425,311 -88%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$2.17M +$644K +17,430 +44%
VC
154
Vicus Capital
Pennsylvania
$2.14M +$412K +11,135 +25%
SFS
155
Security Financial Services
Indiana
$2.14M -$39K -1,055 -2%
WJS
156
William John Sempolinski
Massachusetts
$2.08M +$388K +10,500 +24%
MW
157
Merited Wealth
Florida
$2M -$3.79M -102,625 -66%
BFS
158
Bare Financial Services
Pennsylvania
$1.94M
CA
159
Carson Advisory
Georgia
$1.94M +$198K +5,356 +12%
LWA
160
Lantern Wealth Advisors
New York
$1.9M +$184K +4,966 +11%
GRP
161
Global Retirement Partners
California
$1.86M +$1.81M +48,907 New
EWA
162
EverSource Wealth Advisors
Alabama
$1.84M -$95.5K -2,585 -5%
RIS
163
Richmond Investment Services
Wisconsin
$1.84M +$584K +15,804 +48%
STA
164
Smith Thornton Advisors
Alabama
$1.82M +$215K +5,810 +14%
ATS
165
Ashton Thomas Securities
New York
$1.75M +$297K +8,026 +21%
UAG
166
United Advisor Group
Ohio
$1.71M +$155K +4,200 +10%
WWM
167
Western Wealth Management
Colorado
$1.68M +$17.7K +478 +1%
GS
168
GTS Securities
Florida
$1.64M +$1.6M +43,291 New
TAM
169
Titleist Asset Management
Texas
$1.57M +$18.8K +509 +1%
SF
170
Sun Financial
Utah
$1.56M +$1.26K +34 +0.1%
CWM
171
CCG Wealth Management
California
$1.49M -$248K -6,713 -15%
RCS
172
R2 Capital Strategies
Nebraska
$1.47M +$1.43M +38,720 New
VA
173
VestGen Advisors
Illinois
$1.47M -$132K -3,566 -8%
LF
174
Lantz Financial
Illinois
$1.44M +$462K +12,498 +49%
PFS
175
Prospera Financial Services
Texas
$1.41M -$4.8M -129,764 -78%