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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
151
VestGen Advisors
Illinois
$1.57M -$1.8M -50,402 -54%
CA
152
Carson Advisory
Georgia
$1.57M +$1.11M +31,081 +213%
VC
153
Vicus Capital
Pennsylvania
$1.56M +$445K +12,418 +38%
LWA
154
Lantern Wealth Advisors
New York
$1.55M +$920K +25,685 +133%
Bank of New York Mellon
155
Bank of New York Mellon
New York
$1.53M +$1.13M +31,534 +244%
SF
156
Sun Financial
Utah
$1.53M +$22.2K +621 +2%
WJS
157
William John Sempolinski
Massachusetts
$1.52M +$530K +14,800 +50%
WWM
158
Western Wealth Management
Colorado
$1.51M +$329K +9,188 +26%
SCFS
159
Stewardship Concepts Financial Services
Washington
$1.49M -$167K -4,650 -10%
STA
160
Smith Thornton Advisors
Alabama
$1.48M +$196K +5,478 +15%
IFG
161
Independent Financial Group
California
$1.42M -$356K -9,931 -19%
UAG
162
United Advisor Group
Ohio
$1.41M +$22.4K +625 +2%
TAM
163
Titleist Asset Management
Texas
$1.4M +$144K +4,024 +11%
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$1.37M +$262K +7,324 +23%
ATS
165
Ashton Thomas Securities
New York
$1.31M +$56.2K +1,570 +4%
AO
166
Advisor OS
Illinois
$1.23M +$195K +5,432 +18%
BFA
167
Beacon Financial Advisory
Ohio
$1.22M -$284K -7,936 -18%
LBC
168
Leigh Baldwin & Co
New York
$1.21M +$26.8K +748 +2%
RAG
169
RIA Advisory Group
Iowa
$1.21M +$54.2K +1,514 +4%
IWN
170
Independent Wealth Network
Iowa
$1.18M +$219K +6,114 +22%
NA
171
Nautilus Advisors
California
$1.18M -$43.9K -1,226 -3%
WWA
172
Wisconsin Wealth Advisors
Wisconsin
$1.15M -$859 -24 -0.1%
EFA
173
Englebert Financial Advisers
Pennsylvania
$1.14M -$778K -21,723 -40%
BIG
174
Brookwood Investment Group
Arizona
$1.14M +$70.1K +1,958 +6%
Baird Financial Group
175
Baird Financial Group
Wisconsin
$1.13M -$6.43M -179,537 -85%