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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
201
Kingswood Wealth Advisors
California
$1.03M +$95.6K +2,588 +11%
DWM
202
Diversify Wealth Management
Utah
$991K +$179K +4,842 +22%
DAS
203
Diversify Advisory Services
Utah
$991K +$983K +26,612 New
RIL
204
Rothschild Investment LLC
Illinois
$966K +$73.9K +2,000 +9%
TI
205
tru Independence
Oregon
$955K +$34.6K +935 +4%
SOS
206
Silver Oak Securities
Tennessee
$948K +$344K +9,300 +59%
CRI
207
Colonial River Investments
Virginia
$944K +$170K +4,587 +23%
AP
208
Advisortrust Partners
North Carolina
$941K +$265K +7,159 +41%
ARC
209
Advisor Resource Council
Texas
$925K +$236K +6,391 +36%
Lido Advisors
210
Lido Advisors
California
$886K +$859K +23,239 New
IWM
211
IHT Wealth Management
Illinois
$864K +$11.6K +314 +1%
OWA
212
OakTrust Wealth Advisors
Connecticut
$855K +$313K +8,467 +60%
NFG
213
Nations Financial Group
Iowa
$851K +$124K +3,360 +18%
PTC
214
Private Trust Company
Ohio
$850K -$82.4K -2,229 -9%
WN
215
Williams & Novak
California
$833K -$276K -7,470 -25%
UPS
216
UHLMANN PRICE SECURITIES
Illinois
$831K +$36.2K +980 +5%
SB
217
Strategic Blueprint
Georgia
$825K +$32K +865 +4%
BAG
218
Bridgewealth Advisory Group
California
$824K +$259 +7 +0%
HFG
219
Harborfront Financial Group
Michigan
$813K +$791K +21,409 New
SGI
220
Summit Global Investments
Utah
$799K +$182K +4,912 +30%
KAS
221
KPP Advisory Services
Kentucky
$796K
VT
222
Vise Technologies
New York
$794K +$773K +20,924 New
AI
223
Atria Investments
North Carolina
$793K +$137K +3,700 +22%
RIA
224
Regal Investment Advisors
Michigan
$790K -$32.2K -870 -4%
WCFA
225
Walkner Condon Financial Advisors
Wisconsin
$776K -$3.03K -82 -0.4%