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Capital Group Core Plus Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$33.6M +$2.7M +118,729 +9%
CWS
27
Confluence Wealth Services
Pennsylvania
$33.1M +$2.24M +98,315 +7%
MSWM
28
McGlone Suttner Wealth Management
Wisconsin
$31.3M +$1.04M +45,520 +3%
IA
29
IAM Advisory
Pennsylvania
$28.5M +$838K +36,818 +3%
BWP
30
Bernardo Wealth Planning
Pennsylvania
$26.2M +$763K +33,508 +3%
DJSG
31
D.J. St. Germain
Massachusetts
$25.8M +$327K +14,360 +1%
WTFG
32
Wood Tarver Financial Group
Idaho
$25.2M -$11.3M -498,740 -31%
MHB
33
Midwest Heritage Bank
Iowa
$24.6M +$1.26M +55,484 +5%
VA
34
Valmark Advisers
Ohio
$23.7M +$11.7M +514,232 +96%
Bank of America
35
Bank of America
North Carolina
$22.9M +$8.26M +362,833 +56%
AWM
36
Aprio Wealth Management
Georgia
$20.8M +$20.9M +919,978 New
DADC
37
D.A. Davidson & Co
Montana
$20.1M +$1.9M +83,345 +10%
JBA
38
Johnson Bixby & Associates
Washington
$20M -$112M -4,928,476 -85%
DWM
39
Diversify Wealth Management
Utah
$19.2M +$1.13M +49,790 +6%
MLRA
40
Main Line Retirement Advisors
Montana
$18.9M -$141K -6,214 -0.7%
AFA
41
AA Financial Advisors
Ohio
$18.4M -$326K -14,314 -2%
CCM
42
Condor Capital Management
New Jersey
$17.8M +$434K +19,076 +2%
EPW
43
Evolve Private Wealth
California
$17.2M +$17.3M +761,301 New
TWM
44
Troutman Wealth Management
Pennsylvania
$17.1M +$17.2M +753,693 New
FWS
45
FinDec Wealth Services
California
$16.1M -$701K -30,825 -4%
TPF
46
Tribridge Partners Financial
Maryland
$15.4M +$2.02M +88,586 +15%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$14.9M +$3.27M +143,476 +28%
NF
48
NavPoint Financial
Minnesota
$14.9M +$1.04M +45,497 +7%
JDLA
49
J. Derek Lewis & Associates
California
$14.4M +$14.5M +635,488 New
RA
50
Ruggaard & Associates
Ohio
$14.1M -$1.34M -58,993 -9%