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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$444M +$95.4M +2,726,819 +28%
ACM
2
Advance Capital Management
Michigan
$332M +$3.84M +109,747 +1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$245M +$52.4M +1,497,387 +27%
Wells Fargo
4
Wells Fargo
California
$163M +$106M +3,033,933 +191%
Morgan Stanley
5
Morgan Stanley
New York
$144M +$20.7M +590,373 +17%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$117M +$33.3M +952,356 +40%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$97.4M +$24.4M +696,231 +34%
Osaic Holdings
8
Osaic Holdings
Arizona
$92.1M +$18.2M +518,836 +25%
Raymond James Financial
9
Raymond James Financial
Florida
$91.9M +$13.7M +391,121 +18%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$79.6M +$11.6M +330,471 +17%
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$76.6M +$4.1M +117,287 +6%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$73.1M +$3.19M +91,205 +5%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$71M +$6.75M +192,960 +11%
AWM
14
Aprio Wealth Management
Georgia
$64M +$63.3M +1,810,371 New
Jones Financial Companies
15
Jones Financial Companies
Missouri
$53.3M +$17.4M +497,513 +49%
KAS
16
Kestra Advisory Services
Texas
$46M +$7.77M +222,062 +21%
JDLA
17
J. Derek Lewis & Associates
California
$40.5M +$40.1M +1,146,334 New
Stifel Financial
18
Stifel Financial
Missouri
$37.3M +$8.08M +230,945 +28%
MML Investors Services
19
MML Investors Services
Massachusetts
$34.5M +$4.87M +139,088 +17%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$30.5M +$11.5M +327,659 +61%
CIA
21
Concurrent Investment Advisors
Florida
$29.8M +$12.4M +354,864 +73%
P
22
&Partners
Tennessee
$25.2M +$13.6M +389,787 +122%
DJSG
23
D.J. St. Germain
Massachusetts
$24.3M +$1.01M +28,740 +4%
KW
24
KWB Wealth
California
$23.8M +$10.8M +307,615 +84%
BEI
25
Benjamin Edwards Inc
Missouri
$22.8M +$8.99M +256,970 +66%