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Capital Group Core Plus Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
26
Valmark Advisers
Ohio
$50.1M +$3.66M +163,429 +8%
SFGP
27
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$47.6M +$1.6M +71,581 +3%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$45.2M +$1.61M +71,863 +4%
Bank of America
29
Bank of America
North Carolina
$40.5M +$8.01M +358,093 +25%
MSWM
30
McGlone Suttner Wealth Management
Wisconsin
$33.3M +$1.43M +63,899 +4%
NFA
31
Northwest Financial Advisors
Virginia
$32.5M +$32.6M +1,459,111 New
CF
32
Convergence Financial
Missouri
$32M +$19.8M +884,206 +160%
Wealth Enhancement Advisory Services
33
Wealth Enhancement Advisory Services
Minnesota
$31.9M +$2.47M +110,376 +8%
KIM
34
Kestra Investment Management
Texas
$30.9M -$13.8M -617,162 -31%
MHB
35
Midwest Heritage Bank
Iowa
$30.7M +$1.12M +49,992 +4%
CFG
36
Compton Financial Group
Maryland
$29M +$19.3M +864,079 +198%
IA
37
IAM Advisory
Pennsylvania
$29M +$567K +25,359 +2%
WTFG
38
Wood Tarver Financial Group
Idaho
$27.8M +$1.25M +55,812 +5%
BWP
39
Bernardo Wealth Planning
Pennsylvania
$27.6M +$1.02M +45,673 +4%
DJSG
40
D.J. St. Germain
Massachusetts
$26.3M +$482K +21,533 +2%
MA
41
MCF Advisors
Kentucky
$25.4M -$39.3K -1,756 -0.2%
DADC
42
D.A. Davidson & Co
Montana
$21.9M +$1.83M +81,878 +9%
EPW
43
Evolve Private Wealth
California
$21.5M +$999K +44,664 +5%
EWA
44
EverSource Wealth Advisors
Alabama
$21.2M +$5.74M +256,499 +37%
PAG
45
Private Advisor Group
New Jersey
$21.2M +$8.03M +358,822 +61%
KAS
46
Kestra Advisory Services
Texas
$20.3M +$12.2M +545,038 +149%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$19.4M +$2.76M +123,186 +16%
MLRA
48
Main Line Retirement Advisors
Montana
$19.2M +$531K +23,743 +3%
CCM
49
Condor Capital Management
New Jersey
$19.1M +$896K +40,059 +5%
AWM
50
Aprio Wealth Management
Georgia
$18.5M -$2.91M -129,870 -14%