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Capital Group Core Plus Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WTFG
26
Wood Tarver Financial Group
Idaho
$36.6M +$1.05M +46,412 +3%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$33.9M -$1.11M -49,224 -3%
KIM
28
Kestra Investment Management
Texas
$33.2M +$6.84M +302,707 +26%
AWC
29
Adamsbrown Wealth Consultants
Kansas
$33.1M +$4.42M +195,549 +16%
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$31M -$4.36M -193,013 -12%
CWS
31
Confluence Wealth Services
Pennsylvania
$31M +$2.84M +125,789 +10%
MSWM
32
McGlone Suttner Wealth Management
Wisconsin
$30.3M +$748K +33,117 +3%
IA
33
IAM Advisory
Pennsylvania
$27.7M +$450K +19,935 +2%
DJSG
34
D.J. St. Germain
Massachusetts
$25.6M +$985K +43,593 +4%
BWP
35
Bernardo Wealth Planning
Pennsylvania
$25.6M +$1.51M +66,854 +6%
MHB
36
Midwest Heritage Bank
Iowa
$23.4M +$427K +18,882 +2%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$21.1M +$21M +928,603 New
QWM
38
Quadcap Wealth Management
Texas
$19.9M +$1.51M +66,647 +8%
MLRA
39
Main Line Retirement Advisors
Montana
$19.1M +$943K +41,745 +5%
AFA
40
AA Financial Advisors
Ohio
$18.8M +$1.76M +77,786 +10%
DADC
41
D.A. Davidson & Co
Montana
$18.3M +$1.41M +62,492 +8%
DWM
42
Diversify Wealth Management
Utah
$18.1M +$1.03M +45,719 +6%
CCM
43
Condor Capital Management
New Jersey
$17.4M +$292K +12,934 +2%
SMM
44
Stadion Money Management
Georgia
$17.3M -$337K -14,925 -2%
FWS
45
FinDec Wealth Services
California
$16.9M +$14.5K +642 +0.1%
RA
46
Ruggaard & Associates
Ohio
$15.5M +$212K +9,370 +1%
Bank of America
47
Bank of America
North Carolina
$14.8M +$10.2M +451,150 +227%
NF
48
NavPoint Financial
Minnesota
$14M +$1.25M +55,176 +10%
CWA
49
Clearview Wealth Advisors
Oregon
$13.7M +$1.17M +51,910 +9%
TPF
50
Tribridge Partners Financial
Maryland
$13.4M +$2.52M +111,601 +23%