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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$171M +$54.5M +1,717,432 +45%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$97.5M +$24.1M +758,018 +32%
Morgan Stanley
3
Morgan Stanley
New York
$68.1M +$11.9M +376,059 +21%
ACM
4
Advance Capital Management
Michigan
$67.4M +$509K +16,023 +0.7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$56.4M +$18.7M +588,909 +48%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$53.8M +$4.59M +144,531 +9%
Osaic Holdings
7
Osaic Holdings
Arizona
$50.6M +$14.4M +453,466 +38%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$48.2M +$16.7M +527,719 +51%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$48M +$8.81M +277,492 +22%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$46.8M +$4.57M +143,954 +11%
Raymond James Financial
11
Raymond James Financial
Florida
$32.4M +$6.46M +203,604 +24%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$22.2M +$20.6M +650,654 +1,006%
DJSG
13
D.J. St. Germain
Massachusetts
$21.9M +$4.21M +132,525 +23%
KAS
14
Kestra Advisory Services
Texas
$20.8M -$1.05M -33,122 -5%
MML Investors Services
15
MML Investors Services
Massachusetts
$17.5M +$3.01M +94,950 +20%
Mariner
16
Mariner
Kansas
$16.3M +$2.69M +84,699 +19%
PAG
17
Private Advisor Group
New Jersey
$11.5M +$1.64M +51,827 +16%
BWM
18
Base Wealth Management
Florida
$11.2M +$11.5M +362,371 New
GFG
19
Greenbush Financial Group
New York
$10.3M +$349K +11,002 +3%
HI
20
Harbour Investments
Wisconsin
$9.85M +$1.5M +47,319 +17%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$9.82M +$5.73M +180,529 +132%
CMAI
22
Capital Management Associates Inc
Minnesota
$9.69M +$6.62M +208,465 +200%
SAM
23
Smartleaf Asset Management
Massachusetts
$9.2M +$2.02M +63,794 +27%
HTWM
24
Hartmann Taylor Wealth Management
Texas
$9.03M +$9.25M +291,584 New
Jane Street
25
Jane Street
New York
$8.71M +$1.81M +57,029 +25%