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Capital Group Core Plus Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
101
Hunter Associates Investment Management
Pennsylvania
$1.14M +$1.13M +51,091 New
PPWP
102
Premier Path Wealth Partners
New Jersey
$1.08M +$1.08M +48,604 New
CWP
103
Core Wealth Partners
California
$1.07M +$635K +28,619 +145%
JP Morgan Chase
104
JP Morgan Chase
New York
$1.05M -$291K -13,128 -22%
AF
105
Allworth Financial
California
$1.01M +$452K +20,386 +84%
IFG
106
Independent Financial Group
California
$985K +$91.6K +4,129 +10%
AI
107
Atria Investments
North Carolina
$962K -$37.6K -1,693 -4%
AF
108
Advisornet Financial
Minnesota
$920K +$141K +6,352 +18%
FMN
109
Financial Management Network
California
$891K +$77K +3,470 +10%
IPW
110
Intergy Private Wealth
Colorado
$809K +$269K +12,126 +50%
SWM
111
Silverlake Wealth Management
Vermont
$805K +$29.3K +1,321 +4%
Goldman Sachs
112
Goldman Sachs
New York
$778K +$777K +35,000 New
TA
113
TrueWealth Advisors
Alabama
$761K +$297K +13,403 +64%
BCA
114
Bay Colony Advisors
Massachusetts
$715K -$2.11K -95 -0.3%
FPGK
115
Financial Partners Group (Kansas)
Kansas
$678K +$199K +8,968 +42%
TWM
116
Tradition Wealth Management
Minnesota
$669K -$3.17K -143 -0.5%
BFG
117
Bleakley Financial Group
New Jersey
$662K -$73K -3,291 -10%
SW
118
Simplicity Wealth
New Jersey
$662K -$73K -3,291 -10%
PFG
119
Prosperity Financial Group
California
$658K +$100K +4,525 +18%
MWP
120
Madison Wealth Partners
Wisconsin
$637K
RIL
121
Rothschild Investment LLC
Illinois
$617K +$91K +4,100 +17%
FFS
122
Founders Financial Securities
Maryland
$608K +$1.4K +63 +0.2%
RA
123
RFG Advisory
Alabama
$603K +$67.8K +3,053 +13%
WCM
124
Wealthcare Capital Management
Virginia
$597K +$64.7K +2,915 +12%
CWC
125
Carolinas Wealth Consulting
North Carolina
$584K +$17.8K +801 +3%