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Capital Group Core Plus Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
26
McGlone Suttner Wealth Management
Wisconsin
$28.2M +$1.06M +47,458 +4%
AWC
27
Adamsbrown Wealth Consultants
Kansas
$27.3M +$964K +43,105 +4%
IA
28
IAM Advisory
Pennsylvania
$26.1M +$496K +22,167 +2%
BWP
29
Bernardo Wealth Planning
Pennsylvania
$26.1M +$519K +23,224 +2%
CWS
30
Confluence Wealth Services
Pennsylvania
$26M +$2.85M +127,285 +12%
DJSG
31
D.J. St. Germain
Massachusetts
$25M +$3.38M +151,040 +16%
SFGP
32
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$24.4M +$749K +33,477 +3%
MHB
33
Midwest Heritage Bank
Iowa
$22M +$3.76M +168,155 +21%
KIM
34
Kestra Investment Management
Texas
$20.3M +$6.39M +285,888 +46%
IPA
35
Investment Planning Advisors
Georgia
$19.4M -$459K -20,531 -2%
SMM
36
Stadion Money Management
Georgia
$18.5M -$899K -40,200 -5%
MLRA
37
Main Line Retirement Advisors
Montana
$18.3M +$461K +20,609 +3%
AFA
38
AA Financial Advisors
Ohio
$16.9M +$3.58M +160,211 +27%
FWS
39
FinDec Wealth Services
California
$16.5M -$2.23M -99,596 -12%
QWM
40
Quadcap Wealth Management
Texas
$16.4M +$16.1M +720,963 +7,135%
CCM
41
Condor Capital Management
New Jersey
$16.4M +$671K +29,979 +4%
DADC
42
D.A. Davidson & Co
Montana
$15.6M +$2.2M +98,408 +16%
DWM
43
Diversify Wealth Management
Utah
$15.2M +$470K +21,032 +3%
RA
44
Ruggaard & Associates
Ohio
$14.6M +$104K +4,672 +0.7%
CWA
45
Clearview Wealth Advisors
Oregon
$12M -$256K -11,448 -2%
Jane Street
46
Jane Street
New York
$11.7M +$5.46M +243,963 +88%
NECFA
47
New England Capital Financial Advisors
Connecticut
$11.3M -$559K -25,005 -5%
CF
48
Convergence Financial
Missouri
$11.1M +$214K +9,548 +2%
MA
49
Mutual Advisors
Nebraska
$11M -$104K -4,660 -0.9%
P
50
&Partners
Tennessee
$10.3M +$1.2M +53,636 +13%