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Capital Group Core Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
151
Titleist Asset Management
Texas
$237K +$235K +9,000 New
SPIA
152
Steward Partners Investment Advisory
New York
$234K +$188K +7,210 +423%
HAIM
153
Hunter Associates Investment Management
Pennsylvania
$231K +$228K +8,730 New
IWM
154
IHT Wealth Management
Illinois
$229K +$227K +8,707 New
HA
155
Herold Advisors
New York
$228K +$226K +8,679 New
LWA
156
Lantern Wealth Advisors
New York
$228K +$226K +8,679 New
OMC
157
Old Mission Capital
Illinois
$227K -$416K -15,945 -65%
SGI
158
Summit Global Investments
Utah
$218K +$216K +8,273 New
JBA
159
Johnson Bixby & Associates
Washington
$218K
JWCA
160
J.W. Cole Advisors
Florida
$215K +$1.38K +53 +0.7%
SWM
161
Silverlake Wealth Management
Vermont
$208K +$206K +7,909 New
XT
162
XTX Topco
Cayman Islands
$203K +$201K +7,724 New
PWA
163
Peterson Wealth Advisors
Utah
$200K +$198K +7,614 New
OP
164
ORG Partners
Indiana
$179K +$177K +6,785 +19,956%
FP
165
Financial Perspectives
Minnesota
$158K +$23.6K +904 +18%
MDCM
166
Morgan Dempsey Capital Management
Wisconsin
$148K +$20K +767 +16%
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$139K +$26.1K +1,000 +23%
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$116K +$26.9K +1,031 +30%
PTC
169
Private Trust Company
Ohio
$104K +$59K +2,264 +133%
VWWMG
170
Vermillion & White Wealth Management Group
Pennsylvania
$104K +$5.42K +208 +6%
BC
171
Barrett & Company
Rhode Island
$80.2K
MSWA
172
Marshall & Sterling Wealth Advisors
New York
$64.9K +$10.2K +390 +19%
CT
173
Colonial Trust
South Carolina
$62.2K +$17.6K +675 +40%
ACA
174
Aptus Capital Advisors
Alabama
$52.6K
GWANC
175
Guardian Wealth Advisors (North Carolina)
North Carolina
$52.6K