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Capital Group Core Plus Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AWC
26
Adamsbrown Wealth Consultants
Kansas
$22.2M +$1.42M +63,927 +7%
BWP
27
Bernardo Wealth Planning
Pennsylvania
$21.2M +$3.67M +165,588 +21%
KAS
28
Kestra Advisory Services
Texas
$19.2M +$13M +583,546 +209%
MLRA
29
Main Line Retirement Advisors
Montana
$18.2M +$669K +30,153 +4%
FWS
30
FinDec Wealth Services
California
$18.1M +$3.2M +144,370 +22%
SMM
31
Stadion Money Management
Georgia
$17.5M -$3.19M -143,548 -15%
DJSG
32
D.J. St. Germain
Massachusetts
$17.1M +$1.91M +86,134 +13%
MHB
33
Midwest Heritage Bank
Iowa
$15.9M +$2.03M +91,577 +15%
CWS
34
Confluence Wealth Services
Pennsylvania
$15.2M +$1.89M +84,995 +14%
CCM
35
Condor Capital Management
New Jersey
$14.2M +$1.11M +50,096 +8%
RA
36
Ruggaard & Associates
Ohio
$13.9M +$145K +6,543 +1%
FCA
37
FinTrust Capital Advisors
South Carolina
$13.5M +$1.82M +82,186 +16%
IPA
38
Investment Planning Advisors
Georgia
$12.6M +$12.6M +568,531 New
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$10.8M +$988K +44,535 +10%
DADC
40
D.A. Davidson & Co
Montana
$10.7M +$712K +32,094 +7%
MA
41
Mutual Advisors
Nebraska
$10.1M +$2.31M +104,083 +31%
CWA
42
Clearview Wealth Advisors
Oregon
$9.9M +$9.89M +445,429 New
AFA
43
AA Financial Advisors
Ohio
$9.79M +$1.6M +71,957 +20%
FWM
44
Fortress Wealth Management
California
$9.72M -$25.1K -1,133 -0.3%
NECFA
45
New England Capital Financial Advisors
Connecticut
$8.52M +$273K +12,318 +3%
KIM
46
Kestra Investment Management
Texas
$7.28M +$7.27M +327,438 New
CFGF
47
Compass Financial Group (Florida)
Florida
$7.02M +$22.9K +1,033 +0.3%
CIA
48
Concurrent Investment Advisors
Florida
$6.84M +$2.51M +113,279 +58%
BAG
49
Bridgewealth Advisory Group
California
$5.72M +$2.04M +91,890 +56%
Citadel Advisors
50
Citadel Advisors
Florida
$5.52M +$873K +39,318 +19%