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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$982K +$195K +5,731 +25%
SIM
152
Synergy Investment Management
Florida
$969K +$951K +27,915 New
Onyx Bridge Wealth Group
153
Onyx Bridge Wealth Group
New York
$905K +$674K +19,781 +315%
Kestra Investment Management
154
Kestra Investment Management
Texas
$873K +$856K +25,135 New
RIS
155
Richmond Investment Services
Wisconsin
$854K +$409 +12 +0%
JTBR
156
James T. Borello RIA
Illinois
$846K – – –
Vicus Capital
157
Vicus Capital
Pennsylvania
$810K +$230K +6,753 +41%
SWM
158
SFG Wealth Management
Maryland
$801K +$786K +23,071 New
Bank of America
159
Bank of America
North Carolina
$801K +$786K +23,069 +2,306,900%
JP Morgan Chase
160
JP Morgan Chase
New York
$799K +$510K +14,966 +186%
Capital International Investors
161
Capital International Investors
California
$777K +$22.8K +669 +3%
Dakota Wealth Management
162
Dakota Wealth Management
Florida
$760K -$47.8K -1,404 -6%
Visionary Wealth Advisors
163
Visionary Wealth Advisors
Illinois
$753K +$123K +3,614 +20%
AO
164
Advisor OS
Illinois
$727K +$48.2K +1,416 +7%
Brookwood Investment Group
165
Brookwood Investment Group
Arizona
$710K +$2.79K +82 +0.4%
HUB Investment Partners
166
HUB Investment Partners
Texas
$703K -$506K -14,855 -42%
OL
167
Owen LaRue
Kentucky
$686K -$91.1K -2,674 -12%
PWM
168
Pines Wealth Management
North Carolina
$668K -$25.5K -748 -4%
Franklin Resources
169
Franklin Resources
California
$656K -$1.46M -42,732 -69%
AFM
170
Armstrong Fleming & Moore
District of Columbia
$654K +$100K +2,922 +18%
LWA
171
Lantern Wealth Advisors
New York
$641K +$8.48K +249 +1%
KPP Advisory Services
172
KPP Advisory Services
Kentucky
$629K +$20.3K +595 +3%
Kiley Juergens Wealth Management
173
Kiley Juergens Wealth Management
Washington
$627K +$103K +3,010 +20%
BAG
174
Bridgewealth Advisory Group
California
$598K +$19.7K +578 +3%
UHLMANN PRICE SECURITIES
175
UHLMANN PRICE SECURITIES
Illinois
$583K +$26K +764 +5%