We are live on ! Find out more
CGBL icon

Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$118M +$40.2M +1,274,153 +51%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$74.7M +$24.2M +766,049 +47%
ACM
3
Advance Capital Management
Michigan
$67.6M +$2.08M +65,778 +3%
Morgan Stanley
4
Morgan Stanley
New York
$57M +$17.9M +566,118 +45%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$49.8M +$13.9M +439,417 +38%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$42.7M -$3.23M -102,227 -7%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$39.8M +$10M +317,316 +33%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$38.6M +$10.8M +343,818 +39%
Osaic Holdings
9
Osaic Holdings
Arizona
$36.8M +$11.9M +376,918 +47%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$32.1M +$9.44M +299,033 +41%
Raymond James Financial
11
Raymond James Financial
Florida
$26.4M +$26.6M +843,786 New
KAS
12
Kestra Advisory Services
Texas
$22.1M +$4.12M +130,605 +23%
DJSG
13
D.J. St. Germain
Massachusetts
$17.9M +$3.3M +104,540 +22%
MML Investors Services
14
MML Investors Services
Massachusetts
$14.7M +$7.2M +228,236 +94%
Mariner
15
Mariner
Kansas
$13.8M +$7.31M +231,494 +111%
GFG
16
Greenbush Financial Group
New York
$10.1M +$10.2M +322,336 New
PAG
17
Private Advisor Group
New Jersey
$9.95M +$1.74M +55,001 +21%
HI
18
Harbour Investments
Wisconsin
$8.46M +$1.51M +47,745 +21%
ASN
19
Advisory Services Network
Georgia
$8.43M +$5.15M +163,277 +154%
SAM
20
Smartleaf Asset Management
Massachusetts
$7.3M +$679K +21,501 +10%
Jane Street
21
Jane Street
New York
$7.01M -$2.6M -82,540 -27%
CWS
22
Confluence Wealth Services
Pennsylvania
$6.92M +$4.86M +154,001 +252%
DADC
23
D.A. Davidson & Co
Montana
$6.58M +$467K +14,796 +8%
CIA
24
Concurrent Investment Advisors
Florida
$5.99M -$94.6K -2,997 -2%
KPWS
25
Kestra Private Wealth Services
Texas
$5.94M +$2.44M +77,360 +69%