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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UAG
151
United Advisor Group
Ohio
$1.42M +$188K +5,370 +15%
SF
152
Sun Financial
Utah
$1.42M +$1.4M +40,071 New
STA
153
Smith Thornton Advisors
Alabama
$1.33M +$276K +7,888 +27%
TAM
154
Titleist Asset Management
Texas
$1.3M +$1.29M +36,744 New
ATS
155
Ashton Thomas Securities
New York
$1.29M +$106K +3,017 +9%
IA
156
Integrity Alliance
Iowa
$1.27M +$1.25M +35,850 New
NA
157
Nautilus Advisors
California
$1.25M +$18.9K +539 +2%
WWM
158
Western Wealth Management
Colorado
$1.23M +$18.3K +524 +2%
LBC
159
Leigh Baldwin & Co
New York
$1.22M +$76.7K +2,192 +7%
RAG
160
RIA Advisory Group
Iowa
$1.19M +$104K +2,983 +10%
WWA
161
Wisconsin Wealth Advisors
Wisconsin
$1.19M +$179K +5,108 +18%
VC
162
Vicus Capital
Pennsylvania
$1.16M +$336K +9,612 +41%
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$1.15M +$147K +4,190 +15%
BIG
164
Brookwood Investment Group
Arizona
$1.1M +$376K +10,757 +53%
KFGK
165
Keystone Financial Group (Kentucky)
Kentucky
$1.1M +$1.09M +31,199 New
SF
166
Summit Financial
New Jersey
$1.09M +$9.27K +265 +0.9%
SIM
167
Synergy Investment Management
Florida
$1.09M +$98K +2,800 +10%
AO
168
Advisor OS
Illinois
$1.07M +$332K +9,483 +45%
WJS
169
William John Sempolinski
Massachusetts
$1.04M +$1.03M +29,430 New
IWN
170
Independent Wealth Network
Iowa
$992K -$18.6K -533 -2%
OWA
171
OakTrust Wealth Advisors
Connecticut
$986K +$976K +27,895 New
GRP
172
Global Retirement Partners
California
$913K +$455K +13,018 +102%
FPAS
173
Focus Partners Advisor Solutions
Missouri
$901K -$551K -15,760 -38%
DWM
174
Dakota Wealth Management
Florida
$898K +$128K +3,650 +17%
KIM
175
Kestra Investment Management
Texas
$898K +$9.66K +276 +1%