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Capital Group Core Plus Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IFG
76
Independent Financial Group
California
$519K +$152K +6,713 +40%
CW
77
CreativeOne Wealth
Kansas
$507K
LWM
78
Lodestone Wealth Management
Washington
$494K +$78.1K +3,458 +18%
CGPCS
79
Capital Group Private Client Services
California
$491K +$5.47K +242 +1%
RA
80
RFG Advisory
Alabama
$475K +$482K +21,325 New
AF
81
Allworth Financial
California
$470K +$477K +21,113 New
MSAM
82
Moloney Securities Asset Management
Missouri
$467K +$474K +20,964 New
PWA
83
Pillar Wealth Advisors
Pennsylvania
$464K +$271 +12 +0.1%
IPW
84
Intergy Private Wealth
Colorado
$404K +$19.6K +868 +5%
SWM
85
Silverlake Wealth Management
Vermont
$380K
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$379K +$384K +17,007 New
MWP
87
Madison Wealth Partners
Wisconsin
$320K
AAS
88
Ameritas Advisory Services
Nebraska
$301K +$166K +7,340 +116%
SIM
89
Studio Investment Management
Illinois
$287K +$176K +7,810 +155%
BWM
90
BlackDiamond Wealth Management
New York
$227K -$109K -4,845 -32%
TI
91
tru Independence
Oregon
$224K +$228K +10,078 New
WWP
92
WR Wealth Planners
Missouri
$215K
GRP
93
Global Retirement Partners
California
$206K
RCAG
94
Rehmann Capital Advisory Group
Michigan
$204K
FFS
95
Founders Financial Securities
Maryland
$201K +$204K +9,050 New
AF
96
Advisornet Financial
Minnesota
$174K +$177K +7,818 New
SPIA
97
Steward Partners Investment Advisory
New York
$113K -$696K -30,809 -86%
EWA
98
EverSource Wealth Advisors
Alabama
$58.3K +$723 +32 +1%
BC
99
Barrett & Company
Rhode Island
$56.4K +$54.3K +2,402 +1,806%
CFD
100
Creative Financial Designs
Indiana
$45.1K +$45.8K +2,025 New