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Capital Group Core Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
126
Wood Tarver Financial Group
Idaho
$2.25M +$436K +16,636 +24%
LWM
127
Lodestone Wealth Management
Washington
$2.18M -$207K -7,893 -9%
MWM
128
Meridian Wealth Management
Kentucky
$2.14M -$446K -17,000 -17%
HNH
129
Hopwood Nicholas Hunter
$2.11M +$119K +4,540 +6%
RA
130
RFG Advisory
Alabama
$2.1M -$5.43M -207,124 -72%
SIM
131
Synergy Investment Management
Florida
$2.04M +$237K +9,050 +13%
IA
132
IFG Advisory
Georgia
$2.02M +$2.02M +77,003 New
GAM
133
Gotham Asset Management
New York
$2M +$2.01M +76,446 New
CFA
134
CWS Financial Advisors
Michigan
$1.9M +$40.6K +1,548 +2%
AAS
135
Ameritas Advisory Services
Nebraska
$1.78M +$590K +22,496 +50%
CPA
136
Clear Point Advisors
New York
$1.69M +$1.7M +64,635 New
DWM
137
Diversify Wealth Management
Utah
$1.67M -$36.2K -1,378 -2%
DAS
138
Diversify Advisory Services
Utah
$1.67M +$1.69M +64,559 New
VAS
139
Vestmark Advisory Solutions
Massachusetts
$1.6M +$541K +20,608 +51%
KPWS
140
Kestra Private Wealth Services
Texas
$1.48M -$71.3K -2,716 -5%
CHWM
141
Cauble & Harre Wealth Management
Missouri
$1.47M +$1.89K +72 +0.1%
FFA
142
Farther Finance Advisors
California
$1.47M +$543K +20,701 +59%
FTUS
143
Flow Traders U.S.
New York
$1.43M +$724K +27,609 +102%
RCG
144
Regatta Capital Group
California
$1.42M -$253K -9,654 -15%
PFG
145
Prosperity Financial Group
California
$1.41M +$42.9K +1,636 +3%
BFA
146
Bill Few Associates
Pennsylvania
$1.38M +$81.2K +3,093 +6%
BFA
147
Blueprint Financial Advisors
North Carolina
$1.37M -$21.2K -807 -2%
BIP
148
Blueprint Investment Partners
North Carolina
$1.37M -$21.2K -807 -2%
SF
149
Sun Financial
Utah
$1.31M +$23.9K +909 +2%
PIA
150
Perennial Investment Advisors
California
$1.3M +$212K +8,075 +19%