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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NFG
201
Nations Financial Group
Iowa
$591K +$52.7K +1,505 +10%
Focus Partners Wealth
202
Focus Partners Wealth
Massachusetts
$587K +$102K +2,920 +21%
BWP
203
Balboa Wealth Partners
Arizona
$570K +$37K +1,057 +7%
LFAS
204
Level Four Advisory Services
Texas
$567K +$561K +16,035 New
TF
205
Tudor Financial
Ohio
$565K +$85.1K +2,431 +18%
OL
206
Owen LaRue
Kentucky
$558K -$138K -3,946 -20%
SGI
207
Summit Global Investments
Utah
$555K +$20.4K +582 +4%
AAS
208
Asset Allocation Strategies
Michigan
$538K +$278K +7,933 +109%
RIA
209
Regal Investment Advisors
Michigan
$537K +$205K +5,851 +63%
WN
210
Williams & Novak
California
$526K +$172K +4,907 +49%
LF
211
Lantz Financial
Illinois
$525K +$520K +14,871 New
MFS
212
McNamara Financial Services
Massachusetts
$524K
CA
213
Carson Advisory
Georgia
$515K +$35K +1,000 +7%
LWM
214
Lodestone Wealth Management
Washington
$510K +$70.2K +2,006 +16%
SIG
215
Spinnaker Investment Group
California
$509K +$35K +1,000 +7%
PRI
216
Prepared Retirement Institute
Pennsylvania
$501K +$267K +7,641 +117%
RMP
217
Richards, Merrill & Peterson
Washington
$492K +$487K +13,925 New
HIP
218
HUB Investment Partners
Texas
$481K -$232K -6,631 -33%
MFA
219
Mayflower Financial Advisors
Massachusetts
$471K
Renaissance Technologies
220
Renaissance Technologies
New York
$459K -$1.45M -41,400 -76%
AQR Capital Management
221
AQR Capital Management
Connecticut
$459K
Bank of New York Mellon
222
Bank of New York Mellon
New York
$456K +$451K +12,898 New
GS
223
GTS Securities
Florida
$454K +$449K +12,845 New
PTC
224
Private Trust Company
Ohio
$440K +$198K +5,663 +84%
Creative Planning
225
Creative Planning
Kansas
$438K +$6.05K +173 +1%