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Capital Group Core Plus Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
76
IHT Wealth Management
Illinois
$5.82M +$522K +23,106 +10%
LWMNY
77
Landmark Wealth Management (New York)
New York
$5.65M +$266K +11,755 +5%
GWM
78
Geneos Wealth Management
Colorado
$5.65M -$185K -8,197 -3%
CWP
79
Core Wealth Partners
California
$5.56M +$336K +14,864 +6%
NA
80
NewEdge Advisors
Louisiana
$5.52M +$1.47M +65,272 +37%
SCM
81
SOL Capital Management
Maryland
$5.49M -$411K -18,197 -7%
LWM
82
Lodestone Wealth Management
Washington
$5.48M +$472K +20,868 +9%
STA
83
Smith Thornton Advisors
Alabama
$5.46M +$452K +20,007 +9%
Citadel Advisors
84
Citadel Advisors
Florida
$5.36M +$2.27M +100,469 +74%
EW
85
Entruity Wealth
California
$5.29M +$324K +14,326 +7%
EH
86
Equitable Holdings
New York
$5.26M +$486K +21,517 +10%
FZCM
87
Flynn Zito Capital Management
New York
$5.19M -$504K -22,312 -9%
IPA
88
Investment Planning Advisors
Georgia
$5.18M -$13.9M -613,214 -73%
SIM
89
Studio Investment Management
Illinois
$4.77M +$376K +16,644 +9%
CF
90
Centaurus Financial
California
$4.67M +$667K +29,520 +17%
GRP
91
Global Retirement Partners
California
$4.44M +$489K +21,650 +12%
AF
92
Affiance Financial
Minnesota
$4.37M +$492K +21,763 +13%
IA
93
Inspire Advisors
Idaho
$4.32M +$473K +20,931 +12%
MFN
94
Midwest Financial Network
Illinois
$4.22M -$469K -20,733 -10%
LBC
95
Leigh Baldwin & Co
New York
$4.18M +$316K +13,981 +8%
VA
96
VestGen Advisors
Illinois
$4.15M +$242K +10,710 +6%
OC
97
Oppenheimer & Co
New York
$3.95M +$301K +13,338 +8%
DC
98
Davenport & Co
Virginia
$3.92M +$1.47M +64,902 +60%
LFAS
99
Level Four Advisory Services
Texas
$3.92M +$130K +5,768 +3%
KWM
100
Kingsview Wealth Management
Oregon
$3.84M -$258K -11,401 -6%