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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
201
KPP Advisory Services
Kentucky
$722K +$103K +2,881 +16%
UPS
202
UHLMANN PRICE SECURITIES
Illinois
$719K -$36 -1 -0%
SB
203
Strategic Blueprint
Georgia
$718K +$16.5K +460 +2%
WCFA
204
Walkner Condon Financial Advisors
Wisconsin
$706K +$307K +8,580 +72%
PWM
205
Pines Wealth Management
North Carolina
$703K +$358 +10 +0%
CRI
206
Colonial River Investments
Virginia
$698K +$103K +2,888 +17%
AFM
207
Armstrong Fleming & Moore
District of Columbia
$660K +$3.72K +104 +0.5%
NFG
208
Nations Financial Group
Iowa
$656K +$82.9K +2,316 +14%
LFAS
209
Level Four Advisory Services
Texas
$630K +$81.5K +2,275 +14%
SFC
210
Strategic Financial Concepts
Texas
$627K +$423K +11,806 +184%
ARC
211
Advisor Resource Council
Texas
$618K -$212K -5,931 -25%
AP
212
Advisortrust Partners
North Carolina
$606K +$335K +9,358 +113%
TF
213
Tudor Financial
Ohio
$593K +$43.9K +1,225 +8%
AI
214
Atria Investments
North Carolina
$592K +$616K +17,199 New
Focus Partners Wealth
215
Focus Partners Wealth
Massachusetts
$575K +$3.08K +86 +0.5%
BWP
216
Balboa Wealth Partners
Arizona
$572K +$18K +503 +3%
PRI
217
Prepared Retirement Institute
Pennsylvania
$562K +$76.6K +2,140 +15%
SGI
218
Summit Global Investments
Utah
$556K +$15.3K +426 +3%
OL
219
Owen LaRue
Kentucky
$544K
SOS
220
Silver Oak Securities
Tennessee
$539K +$192K +5,371 +52%
AAP
221
Arax Advisory Partners
Colorado
$522K +$134K +3,755 +33%
FMN
222
Financial Management Network
California
$520K +$93.9K +2,623 +22%
MFS
223
McNamara Financial Services
Massachusetts
$518K +$8.09K +226 +2%
CBA
224
Coastal Bridge Advisors
Connecticut
$514K +$294K +8,200 +122%
4WM
225
44 Wealth Management
Oregon
$508K +$529K +14,773 New