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Capital Group Core Balanced ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$513M +$83.5M +2,333,083 +19%
ACM
2
Advance Capital Management
Michigan
$412M +$92.7M +2,588,189 +28%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$284M +$46.5M +1,298,850 +19%
Wells Fargo
4
Wells Fargo
California
$263M +$108M +3,011,786 +65%
Morgan Stanley
5
Morgan Stanley
New York
$187M +$49M +1,369,656 +34%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$139M +$25.9M +723,471 +22%
FFS
7
Forge Financial Services
Oklahoma
$130M +$135M +3,765,044 New
Raymond James Financial
8
Raymond James Financial
Florida
$128M +$40.1M +1,119,922 +43%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$112M +$17.3M +484,059 +18%
Osaic Holdings
10
Osaic Holdings
Arizona
$96.6M +$7.17M +200,101 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$80.4M +$11.7M +326,314 +16%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$79M +$1.55M +43,205 +2%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$76.7M +$2.21M +61,631 +3%
AWM
14
Aprio Wealth Management
Georgia
$65.6M +$3.49M +97,382 +5%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$65.6M +$15.5M +432,793 +29%
KAS
16
Kestra Advisory Services
Texas
$54.1M +$9.71M +271,207 +21%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$46.7M -$24.4M -680,231 -34%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$46.2M +$17.1M +478,121 +55%
Stifel Financial
19
Stifel Financial
Missouri
$43.7M +$7.69M +214,620 +20%
JDLA
20
J. Derek Lewis & Associates
California
$42.6M +$3.24M +90,606 +8%
MML Investors Services
21
MML Investors Services
Massachusetts
$36.1M +$2.63M +73,327 +8%
HI
22
Harbour Investments
Wisconsin
$33.4M +$12.9M +359,126 +59%
BEI
23
Benjamin Edwards Inc
Missouri
$32.4M +$10.6M +295,293 +46%
P
24
&Partners
Tennessee
$29.4M +$5.21M +145,478 +20%
DJSG
25
D.J. St. Germain
Massachusetts
$24M +$357K +9,978 +1%