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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
176
Langley Wealth Management
Mississippi
$1.4M +$1.36M +36,884 New
SCFS
177
Stewardship Concepts Financial Services
Washington
$1.39M -$240K -6,496 -15%
BFA
178
Beacon Financial Advisory
Ohio
$1.38M +$40.5K +1,095 +3%
RAG
179
RIA Advisory Group
Iowa
$1.38M +$40.4K +1,093 +3%
LBC
180
Leigh Baldwin & Co
New York
$1.38M +$39.1K +1,057 +3%
CIAS
181
Capital Investment Advisory Services
North Carolina
$1.35M +$193K +5,219 +17%
Baird Financial Group
182
Baird Financial Group
Wisconsin
$1.33M +$76.6K +2,072 +6%
EFA
183
Englebert Financial Advisers
Pennsylvania
$1.32M +$59.3K +1,605 +5%
WWA
184
Wisconsin Wealth Advisors
Wisconsin
$1.32M +$40.8K +1,104 +3%
DWM
185
Dakota Wealth Management
Florida
$1.29M +$133K +3,590 +12%
DWAM
186
Duncan Williams Asset Management
Tennessee
$1.29M +$793K +21,454 +171%
BIG
187
Brookwood Investment Group
Arizona
$1.27M +$6.84K +185 +0.6%
CFG
188
Certior Financial Group
Pennsylvania
$1.25M +$28.5K +770 +2%
IWN
189
Independent Wealth Network
Iowa
$1.24M -$57.2K -1,549 -5%
KJWM
190
Kiley Juergens Wealth Management
Washington
$1.24M +$284K +7,681 +31%
SIM
191
Synergy Investment Management
Florida
$1.21M +$40.8K +1,105 +4%
VWA
192
Visionary Wealth Advisors
Illinois
$1.19M +$74.6K +2,019 +7%
LA
193
Latitude Advisors
Florida
$1.18M +$109K +2,945 +10%
NA
194
Nautilus Advisors
California
$1.17M -$116K -3,149 -9%
SF
195
Summit Financial
New Jersey
$1.15M -$38.8K -1,050 -3%
NFA
196
Northwest Financial Advisors
Virginia
$1.12M +$110K +2,989 +11%
AIM
197
Advyzon Investment Management
Illinois
$1.1M +$99.2K +2,684 +10%
AAP
198
Arax Advisory Partners
Colorado
$1.07M +$485K +13,129 +86%
VW
199
Vantus Wealth
Pennsylvania
$1.05M +$1.02M +27,735 New
FPAS
200
Focus Partners Advisor Solutions
Missouri
$1.03M +$128K +3,460 +15%