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Capital Group Core Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
QWM
26
Quadcap Wealth Management
Texas
$21.1M +$21.2M +796,801 New
PCP
27
Panoramic Capital Partners
Oregon
$19.9M +$3.07M +115,234 +18%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$19.9M +$1.2M +44,842 +6%
AFA
29
American Financial Advisors
Georgia
$18.9M -$80.8K -3,032 -0.4%
SI
30
Stephens Inc
Arkansas
$18.4M +$2.92M +109,674 +19%
P
31
&Partners
Tennessee
$16.8M +$6.98M +262,077 +71%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$16.1M +$3.23M +121,325 +25%
EWS
33
Evergreen Wealth Solutions
Pennsylvania
$15.4M +$13.2M +494,952 +590%
PAG
34
Private Advisor Group
New Jersey
$14.8M +$4.8M +180,045 +48%
SPIA
35
Steward Partners Investment Advisory
New York
$13.6M +$815K +30,591 +6%
CFS
36
Cannon Financial Strategists
Georgia
$13.5M +$340K +12,741 +3%
BW
37
BIP Wealth
Georgia
$13.5M +$13.6M +508,681 New
Stifel Financial
38
Stifel Financial
Missouri
$12.8M +$2.03M +76,339 +19%
VWA
39
Visionary Wealth Advisors
Illinois
$12M +$237K +8,898 +2%
GFG
40
Greenbush Financial Group
New York
$11.7M +$1.48M +55,448 +14%
JDLA
41
J. Derek Lewis & Associates
California
$10.2M +$10.2M +382,991 New
SA
42
Sovran Advisors
California
$9.78M +$1.08M +40,652 +12%
CIA
43
Concurrent Investment Advisors
Florida
$9.41M +$4.78M +179,260 +102%
NWP
44
NerdWallet Wealth Partners
New York
$9.2M +$1.6M +59,962 +21%
UBS Group
45
UBS Group
Switzerland
$9.13M +$3.56M +133,670 +64%
SAM
46
Smartleaf Asset Management
Massachusetts
$8.63M -$664K -24,928 -7%
KAS
47
Kestra Advisory Services
Texas
$8.38M +$427K +16,029 +5%
WRPWM
48
Werba Rubin Papier Wealth Management
California
$7.91M +$123K +4,618 +2%
SFWC
49
Strategic Family Wealth Counselors
New Jersey
$7.88M +$2.49M +93,577 +46%
KWM
50
Kingsview Wealth Management
Oregon
$7.82M +$728K +27,332 +10%