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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VWWMG
201
Vermillion & White Wealth Management Group
Pennsylvania
$272K +$10.1K +319 +4%
DAS
202
Dynamic Advisor Solutions
Arizona
$271K -$9.46K -300 -4%
JP Morgan Chase
203
JP Morgan Chase
New York
$269K +$254K +8,040 New
WWA
204
Wisconsin Wealth Advisors
Wisconsin
$266K +$251K +7,955 New
FMN
205
Financial Management Network
California
$257K -$23.1K -733 -9%
RIL
206
Rothschild Investment LLC
Illinois
$255K +$2.05K +65 +0.9%
Focus Partners Wealth
207
Focus Partners Wealth
Massachusetts
$250K +$236K +7,472 New
FFA
208
Fi3 Financial Advisors
Indiana
$247K +$232K +7,351 New
WF
209
Warner Financial
Maryland
$244K -$28.4K -899 -11%
EWS
210
Evergreen Wealth Solutions
Pennsylvania
$229K +$216K +6,850 New
CA
211
Claro Advisors
Massachusetts
$223K +$1.26K +40 +0.6%
HPC
212
Hobart Private Capital
North Carolina
$219K -$2.08K -66 -1%
ARC
213
Advisor Resource Council
Texas
$218K -$4.99M -158,290 -96%
Creative Planning
214
Creative Planning
Kansas
$218K +$206K +6,530 New
SM
215
Sweeney & Michel
California
$216K +$203K +6,437 New
SW
216
Simplicity Wealth
New Jersey
$214K +$202K +6,402 New
HP
217
Holistic Planning
Texas
$214K -$132K -4,187 -40%
NWMG
218
Nicholson Wealth Management Group
South Carolina
$214K +$202K +6,392 New
BCI
219
Brinker Capital Investments
Pennsylvania
$214K +$201K +6,385 New
OBWG
220
Onyx Bridge Wealth Group
New York
$210K +$198K +6,280 New
SAI
221
Savvy Advisors Inc
New York
$203K +$191K +6,069 New
HAM
222
Harmony Asset Management
Arizona
$200K +$189K +5,993 New
FP
223
Financial Perspectives
Minnesota
$195K +$127K +4,035 +226%
TWC
224
TD Waterhouse Canada
Ontario, Canada
$188K
SWM
225
Spire Wealth Management
Virginia
$162K -$119K -3,787 -44%