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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PRI
176
Prepared Retirement Institute
Pennsylvania
$294K +$301K +9,490 New
IWM
177
IHT Wealth Management
Illinois
$273K
SWM
178
Spire Wealth Management
Virginia
$267K
NEWAS
179
N.E.W. Advisory Services
Wisconsin
$265K +$271K +8,540 New
SA
180
Sanctuary Advisors
Indiana
$265K +$271K +8,540 New
DAS
181
Dynamic Advisor Solutions
Arizona
$260K +$19.8K +623 +8%
WF
182
Warner Financial
Maryland
$254K +$29K +913 +13%
AIFS
183
A&I Financial Services
Colorado
$253K +$11.3K +355 +5%
HAS
184
HBW Advisory Services
California
$248K +$44.6K +1,405 +21%
FMN
185
Financial Management Network
California
$242K +$265K +8,347 New
VWWMG
186
Vermillion & White Wealth Management Group
Pennsylvania
$242K +$248K +7,801 New
TI
187
tru Independence
Oregon
$240K +$20K +630 +9%
NFG
188
Nations Financial Group
Iowa
$239K +$3.17K +100 +1%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$237K +$243K +7,662 New
CIAS
190
Capital Investment Advisory Services
North Carolina
$235K +$241K +7,601 New
TF
191
Tudor Financial
Ohio
$234K +$34.8K +1,096 +17%
RIL
192
Rothschild Investment LLC
Illinois
$234K
KFGK
193
Keystone Financial Group (Kentucky)
Kentucky
$232K +$238K +7,493 New
CSP
194
Cary Street Partners
Virginia
$231K
CA
195
Claro Advisors
Massachusetts
$206K
HPC
196
Hobart Private Capital
North Carolina
$205K +$3.84K +121 +2%
SA
197
Sovran Advisors
California
$201K +$214K +6,730 New
TWC
198
TD Waterhouse Canada
Ontario, Canada
$175K
TSMHT
199
Thurston Springer Miller Herd & Titak
Indiana
$146K +$42.1K +1,327 +39%
AF
200
Allworth Financial
California
$131K +$31.7K +1,000 +31%