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Capital Group Core Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
26
Spinnaker Investment Group
California
$25.4M -$819K -30,831 -3%
AWM
27
Aprio Wealth Management
Georgia
$25M -$467K -17,567 -2%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$24.7M +$8.82M +332,085 +55%
IAA
29
Independent Advisor Alliance
North Carolina
$24.1M +$24.4M +918,362 New
QWM
30
Quadcap Wealth Management
Texas
$23.7M +$2.76M +104,062 +13%
DADC
31
D.A. Davidson & Co
Montana
$21.9M -$141K -5,326 -0.6%
PCP
32
Panoramic Capital Partners
Oregon
$21.7M +$2.02M +75,922 +10%
SI
33
Stephens Inc
Arkansas
$19.3M +$1.08M +40,823 +6%
P
34
&Partners
Tennessee
$19.2M +$2.62M +98,509 +16%
CFS
35
Cannon Financial Strategists
Georgia
$18.4M +$5.12M +192,582 +38%
AFA
36
American Financial Advisors
Georgia
$18.2M -$517K -19,465 -3%
AF
37
Advisornet Financial
Minnesota
$17.8M +$16.3M +615,045 +969%
RHP
38
Royal Harbor Partners
Texas
$17.4M +$17.6M +660,777 New
BW
39
BIP Wealth
Georgia
$16.9M +$3.58M +134,809 +27%
Stifel Financial
40
Stifel Financial
Missouri
$15.7M +$3.06M +115,256 +24%
PAG
41
Private Advisor Group
New Jersey
$15.7M +$1.05M +39,598 +7%
Mariner
42
Mariner
Kansas
$14.9M +$11.2M +421,446 +285%
CTA
43
Clear Trail Advisors
Texas
$14.8M +$14.9M +562,285 New
SPIA
44
Steward Partners Investment Advisory
New York
$14.1M +$618K +23,267 +5%
GFG
45
Greenbush Financial Group
New York
$13.9M +$2.39M +89,928 +20%
NWP
46
NerdWallet Wealth Partners
New York
$13.2M +$4.13M +155,626 +45%
KAS
47
Kestra Advisory Services
Texas
$12.5M +$4.3M +161,714 +51%
VWA
48
Visionary Wealth Advisors
Illinois
$12.5M +$596K +22,435 +5%
JDLA
49
J. Derek Lewis & Associates
California
$12M +$2.01M +75,667 +20%
UBS Group
50
UBS Group
Switzerland
$11.3M +$2.32M +87,393 +25%