We are live on ! Find out more
CGCP icon

Capital Group Core Plus Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFGP
26
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$46.1M +$1.85M +81,719 +4%
KIM
27
Kestra Investment Management
Texas
$44.8M +$8.69M +383,965 +24%
CAPTRUST Financial Advisors
28
CAPTRUST Financial Advisors
North Carolina
$43.7M +$6.81M +300,950 +18%
CWS
29
Confluence Wealth Services
Pennsylvania
$37.3M +$4.78M +210,997 +14%
Bank of America
30
Bank of America
North Carolina
$32.6M +$10.1M +445,935 +44%
MSWM
31
McGlone Suttner Wealth Management
Wisconsin
$32M +$1.14M +50,498 +4%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$29.8M -$3.46M -152,931 -10%
MHB
33
Midwest Heritage Bank
Iowa
$29.6M +$5.49M +242,411 +22%
IA
34
IAM Advisory
Pennsylvania
$28.5M +$394K +17,388 +1%
BWP
35
Bernardo Wealth Planning
Pennsylvania
$26.7M +$810K +35,792 +3%
WTFG
36
Wood Tarver Financial Group
Idaho
$26.6M +$1.77M +78,259 +7%
DJSG
37
D.J. St. Germain
Massachusetts
$25.9M +$432K +19,080 +2%
MA
38
MCF Advisors
Kentucky
$25.5M +$25.9M +1,142,834 New
DWM
39
Diversify Wealth Management
Utah
$21.8M +$2.84M +125,453 +15%
AWM
40
Aprio Wealth Management
Georgia
$21.5M +$912K +40,253 +4%
EPW
41
Evolve Private Wealth
California
$20.5M +$3.59M +158,319 +21%
DADC
42
D.A. Davidson & Co
Montana
$20.1M +$322K +14,201 +2%
MLRA
43
Main Line Retirement Advisors
Montana
$18.7M +$10.8K +475 +0.1%
CCM
44
Condor Capital Management
New Jersey
$18.2M +$659K +29,117 +4%
JBA
45
Johnson Bixby & Associates
Washington
$17.3M -$2.44M -107,805 -12%
TWM
46
Troutman Wealth Management
Pennsylvania
$17.1M +$309K +13,656 +2%
WAP
47
Wealthcare Advisory Partners
Pennsylvania
$16.7M +$2M +88,398 +13%
TPF
48
Tribridge Partners Financial
Maryland
$15.5M +$321K +14,174 +2%
EWA
49
EverSource Wealth Advisors
Alabama
$15.5M +$1.61M +71,057 +11%
NF
50
NavPoint Financial
Minnesota
$15.3M +$588K +25,957 +4%