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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
176
Diversify Wealth Management
Utah
$552K +$135K +3,962 +33%
IWM
177
IHT Wealth Management
Illinois
$547K +$2.62K +77 +0.5%
AWM
178
Axxcess Wealth Management
California
$529K +$105K +3,070 +25%
CRI
179
Colonial River Investments
Virginia
$529K +$105K +3,070 +25%
NFG
180
Nations Financial Group
Iowa
$529K -$8.72K -256 -2%
SGI
181
Summit Global Investments
Utah
$526K +$72.4K +2,126 +16%
BWP
182
Balboa Wealth Partners
Arizona
$523K +$11.7K +342 +2%
CFG
183
Certior Financial Group
Pennsylvania
$519K +$56.2K +1,649 +12%
MFS
184
McNamara Financial Services
Massachusetts
$515K +$155K +4,558 +44%
Focus Partners Wealth
185
Focus Partners Wealth
Massachusetts
$476K +$212K +6,230 +83%
CA
186
Carson Advisory
Georgia
$471K +$17K +500 +4%
TF
187
Tudor Financial
Ohio
$471K +$74.1K +2,175 +19%
SIG
188
Spinnaker Investment Group
California
$465K +$29.4K +862 +7%
MFA
189
Mayflower Financial Advisors
Massachusetts
$463K +$455K +13,344 New
NFA
190
Northwest Financial Advisors
Virginia
$458K +$238 +7 +0.1%
AQR Capital Management
191
AQR Capital Management
Connecticut
$451K +$442K +12,979 New
CIAS
192
Capital Investment Advisory Services
North Carolina
$446K +$125K +3,667 +40%
GRP
193
Global Retirement Partners
California
$445K +$107K +3,132 +32%
LWM
194
Lodestone Wealth Management
Washington
$432K -$16.8K -494 -4%
Creative Planning
195
Creative Planning
Kansas
$424K +$194K +5,689 +87%
MWM
196
Modern Wealth Management
Kansas
$397K +$66.8K +1,960 +21%
WCFA
197
Walkner Condon Financial Advisors
Wisconsin
$397K +$390K +11,437 New
AWM
198
Accel Wealth Management
Iowa
$387K +$380K +11,152 New
TI
199
tru Independence
Oregon
$385K +$92.7K +2,721 +33%
MCA
200
Magnolia Capital Advisors
Mississippi
$379K +$6.44K +189 +2%