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Capital Group Core Plus Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$25.5M +$7.23M +320,394 +39%
IA
27
IAM Advisory
Pennsylvania
$25.3M +$1.02M +45,181 +4%
BWP
28
Bernardo Wealth Planning
Pennsylvania
$25.1M +$2.01M +88,945 +8%
SFGP
29
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$23.4M +$23.7M +1,052,329 New
CWS
30
Confluence Wealth Services
Pennsylvania
$23.3M +$3.73M +165,134 +19%
Jones Financial Companies
31
Jones Financial Companies
Missouri
$22.1M +$8.46M +375,077 +61%
DJSG
32
D.J. St. Germain
Massachusetts
$21.4M +$2.18M +96,546 +11%
IPA
33
Investment Planning Advisors
Georgia
$19.7M +$7.17M +317,579 +56%
SMM
34
Stadion Money Management
Georgia
$19.2M +$82.8K +3,668 +0.4%
FWS
35
FinDec Wealth Services
California
$18.5M -$667K -29,562 -3%
MHB
36
Midwest Heritage Bank
Iowa
$18.1M +$1.4M +62,050 +8%
MLRA
37
Main Line Retirement Advisors
Montana
$17.7M -$1.5M -66,289 -8%
CCM
38
Condor Capital Management
New Jersey
$15.5M +$389K +17,256 +3%
IAA
39
Independent Advisor Alliance
North Carolina
$14.9M +$15.2M +672,135 New
DWM
40
Diversify Wealth Management
Utah
$14.5M +$4.96M +220,003 +50%
RA
41
Ruggaard & Associates
Ohio
$14.4M +$428K +18,966 +3%
Citadel Advisors
42
Citadel Advisors
Florida
$13.9M +$9.5M +420,998 +207%
KIM
43
Kestra Investment Management
Texas
$13.8M +$3.65M +161,844 +35%
DADC
44
D.A. Davidson & Co
Montana
$13.2M +$1.49M +66,117 +12%
AFA
45
AA Financial Advisors
Ohio
$13.2M +$646K +28,631 +5%
SA
46
Sanctuary Advisors
Indiana
$12.4M +$358K +15,883 +3%
CWA
47
Clearview Wealth Advisors
Oregon
$12.1M +$646K +28,605 +6%
NECFA
48
New England Capital Financial Advisors
Connecticut
$11.7M +$736K +32,633 +7%
MA
49
Mutual Advisors
Nebraska
$11M -$56.3K -2,495 -0.5%
CF
50
Convergence Financial
Missouri
$10.8M +$1.14M +50,537 +12%