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Capital Group Core Plus Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWS
26
Confluence Wealth Services
Pennsylvania
$20.4M +$4.49M +196,412 +29%
DJSG
27
D.J. St. Germain
Massachusetts
$20M +$2.23M +97,631 +13%
FWS
28
FinDec Wealth Services
California
$20M +$1.14M +49,930 +6%
KAS
29
Kestra Advisory Services
Texas
$20M +$26.7K +1,170 +0.1%
MLRA
30
Main Line Retirement Advisors
Montana
$19.9M +$998K +43,711 +5%
SMM
31
Stadion Money Management
Georgia
$19.9M +$1.72M +75,234 +10%
MSWM
32
McGlone Suttner Wealth Management
Wisconsin
$19.8M -$4.28M -187,246 -18%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$19.2M +$16.6M +727,884 +711%
MHB
34
Midwest Heritage Bank
Iowa
$17.4M +$787K +34,437 +5%
PSCM
35
Per Stirling Capital Management
Texas
$17M +$16.8M +735,597 New
CCM
36
Condor Capital Management
New Jersey
$15.8M +$948K +41,503 +6%
Jane Street
37
Jane Street
New York
$14.9M -$16.1M -705,154 -52%
FCA
38
FinTrust Capital Advisors
South Carolina
$14.7M +$630K +27,577 +5%
RA
39
Ruggaard & Associates
Ohio
$14.5M +$80.9K +3,541 +0.6%
Jones Financial Companies
40
Jones Financial Companies
Missouri
$14.3M +$8.67M +379,372 +158%
AFA
41
AA Financial Advisors
Ohio
$13M +$2.82M +123,568 +28%
IPA
42
Investment Planning Advisors
Georgia
$12.6M
DADC
43
D.A. Davidson & Co
Montana
$12.3M +$1.14M +50,123 +10%
SA
44
Sanctuary Advisors
Indiana
$12.1M +$9.57M +418,775 +351%
CWA
45
Clearview Wealth Advisors
Oregon
$11.9M +$1.6M +70,141 +16%
NECFA
46
New England Capital Financial Advisors
Connecticut
$11.4M +$2.54M +111,014 +29%
MA
47
Mutual Advisors
Nebraska
$11.3M +$1.22M +53,571 +12%
FWM
48
Fortress Wealth Management
California
$11.1M +$975K +42,700 +10%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$10.6M -$578K -25,287 -5%
KIM
50
Kestra Investment Management
Texas
$10.6M +$2.98M +130,457 +40%