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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$342M +$81.8M +2,399,918 +32%
ACM
2
Advance Capital Management
Michigan
$322M +$224M +6,568,560 +243%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$189M +$44.6M +1,307,832 +32%
Morgan Stanley
4
Morgan Stanley
New York
$121M +$36.5M +1,069,997 +45%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$82.4M +$21.4M +628,210 +36%
Raymond James Financial
6
Raymond James Financial
Florida
$76.7M +$12.6M +371,133 +20%
Osaic Holdings
7
Osaic Holdings
Arizona
$71.9M +$22.3M +654,570 +46%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$71.6M +$8.28M +242,948 +13%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$71.2M -$5.34M -156,812 -7%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$67.6M +$4.82M +141,375 +8%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$66.7M +$9.73M +285,476 +17%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$63.1M +$9.63M +282,733 +18%
Wells Fargo
13
Wells Fargo
California
$55.1M +$33.2M +975,249 +159%
KAS
14
Kestra Advisory Services
Texas
$37.5M +$9.3M +273,095 +34%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$35.2M +$12.5M +365,941 +57%
MML Investors Services
16
MML Investors Services
Massachusetts
$29.1M +$4.47M +131,288 +19%
Stifel Financial
17
Stifel Financial
Missouri
$28.6M +$13.1M +384,372 +87%
DJSG
18
D.J. St. Germain
Massachusetts
$22.8M +$162K +4,742 +0.7%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$18.6M +$7.7M +226,081 +73%
PAG
20
Private Advisor Group
New Jersey
$17.9M +$2.42M +71,154 +16%
CIA
21
Concurrent Investment Advisors
Florida
$17M +$4.54M +133,292 +37%
KPWS
22
Kestra Private Wealth Services
Texas
$16.4M +$393K +11,547 +3%
GFG
23
Greenbush Financial Group
New York
$16.1M +$932K +27,345 +6%
HI
24
Harbour Investments
Wisconsin
$15.4M +$242K +7,117 +2%
BRWA
25
B. Riley Wealth Advisors
Florida
$14.6M +$1.26M +37,080 +10%