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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Brinker Capital Investments
151
Brinker Capital Investments
Pennsylvania
$264K +$267K +8,450 New
Orion Portfolio Solutions
152
Orion Portfolio Solutions
Nebraska
$264K +$267K +8,450 New
Modern Wealth Management
153
Modern Wealth Management
Kansas
$259K +$261K +8,280 New
AIFS
154
A&I Financial Services
Colorado
$245K +$247K +7,824 New
Dynamic Advisor Solutions
155
Dynamic Advisor Solutions
Arizona
$243K -$9.12K -289 -4%
NFG
156
Nations Financial Group
Iowa
$238K +$240K +7,601 New
RIL
157
Rothschild Investment LLC
Illinois
$236K -$12.6K -400 -5%
GSEP
158
Golden State Equity Partners
California
$235K +$237K +7,503 New
Cary Street Partners
159
Cary Street Partners
Virginia
$233K +$235K +7,451 New
TCG
160
Transcendent Capital Group
Oklahoma
$233K +$35.4K +1,122 +18%
WF
161
Warner Financial
Maryland
$227K +$230K +7,275 New
TI
162
tru Independence
Oregon
$223K +$1.45K +46 +0.6%
FWM
163
FFT Wealth Management
Pennsylvania
$221K +$223K +7,079 New
EA
164
Eclectic Associates
California
$211K +$213K +6,750 New
CA
165
Claro Advisors
Massachusetts
$207K +$209K +6,635 New
HAS
166
HBW Advisory Services
California
$206K +$208K +6,592 New
HPC
167
Hobart Private Capital
North Carolina
$203K -$8.11K -257 -4%
TF
168
Tudor Financial
Ohio
$202K +$204K +6,462 New
TD Waterhouse Canada
169
TD Waterhouse Canada
Ontario, Canada
$176K +$151K +4,795 +564%
TSMHT
170
Thurston Springer Miller Herd & Titak
Indiana
$106K +$30.4K +962 +40%
Allworth Financial
171
Allworth Financial
California
$105K +$103K +3,276 New
RMP
172
Richards, Merrill & Peterson
Washington
$82.1K +$82.8K +2,625 New
Global Retirement Partners
173
Global Retirement Partners
California
$77.7K +$63.3K +2,007 +421%
PMFA
174
Plante Moran Financial Advisors
Michigan
$75K – – –
CAWM
175
Capital A Wealth Management
Pennsylvania
$63.8K +$64.4K +2,040 New