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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RMP
201
Richards, Merrill & Peterson
Washington
$81.3K
SIS
202
Strategic Investment Solutions
Illinois
$75.5K +$77.3K +2,437 New
AAP
203
Arax Advisory Partners
Colorado
$74.5K +$76.4K +2,406 New
MSFP
204
Mark Sheptoff Financial Planning
Connecticut
$64.7K +$66.3K +2,088 New
CAWM
205
Capital A Wealth Management
Pennsylvania
$57.6K -$5.78K -182 -9%
FP
206
Financial Perspectives
Minnesota
$55.3K +$56.7K +1,786 New
AI
207
Arvest Investments
Arkansas
$54.7K
CFD
208
Creative Financial Designs
Indiana
$40.3K
IHWM
209
Iron Horse Wealth Management
Iowa
$31K
OWA
210
Opal Wealth Advisors
New York
$20.5K +$21K +663 New
OP
211
ORG Partners
Indiana
$17.9K +$18.2K +575 New
US Bancorp
212
US Bancorp
Minnesota
$16.7K +$17.1K +540 New
MAS
213
MPWM Advisory Solutions
Georgia
$13.5K +$13.8K +436 New
EWA
214
EQ Wealth Advisors
Texas
$8.64K +$8.85K +279 New
Wells Fargo
215
Wells Fargo
California
$5.14K +$32 +1 +0.6%
AG
216
AmeriFlex Group
Nevada
$2.51K +$857 +27 +50%
AAG
217
Armstrong Advisory Group
Massachusetts
$1.47K
BIA
218
Bell Investment Advisors
California
$1.43K
MPWT
219
MassMutual Private Wealth & Trust
Connecticut
$341 +$349 +11 New
IAA
220
Independent Advisor Alliance
North Carolina
-$1.9M -60,677 Closed
CFGS
221
Concourse Financial Group Securities
Alabama
-$1.78M -55,404 Closed
WP
222
WealthPLAN Partners
Nebraska
-$731K -23,374 Closed
AFM
223
Armstrong Fleming & Moore
District of Columbia
-$587K -18,781 Closed
BCI
224
Brinker Capital Investments
Pennsylvania
-$264K -8,450 Closed
OPS
225
Orion Portfolio Solutions
Nebraska
-$264K -8,450 Closed