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Capital Group Core Plus Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
Inspire Advisors
Idaho
$4.41M +$109K +4,788 +3%
LBC
102
Leigh Baldwin & Co
New York
$4.27M +$111K +4,896 +3%
DC
103
Davenport & Co
Virginia
$4.11M +$202K +8,859 +5%
Ameriprise
104
Ameriprise
Minnesota
$4.02M +$3.3M +144,928 +446%
OC
105
Oppenheimer & Co
New York
$3.97M +$35.1K +1,543 +0.9%
LFAS
106
Level Four Advisory Services
Texas
$3.74M -$166K -7,293 -4%
CAL
107
Capital Analysts LLC
Pennsylvania
$3.69M +$1.07M +46,924 +40%
CFB
108
Cullen/Frost Bankers
Texas
$3.64M +$987K +43,354 +37%
CGPCS
109
Capital Group Private Client Services
California
$3.44M +$612K +26,888 +22%
SCFS
110
Stewardship Concepts Financial Services
Washington
$3.41M +$3.43M +150,667 New
CAAM
111
Cornerstone Advisors Asset Management
Pennsylvania
$3.39M +$3.41M +149,928 New
SF
112
Summit Financial
New Jersey
$3.39M +$450K +19,794 +15%
CA
113
Continuum Advisory
Idaho
$3.29M +$320K +14,046 +11%
JP Morgan Chase
114
JP Morgan Chase
New York
$3.28M +$585K +25,694 +22%
PIA
115
Perennial Investment Advisors
California
$3.25M +$1.18M +51,743 +56%
Comerica Bank
116
Comerica Bank
Texas
$3.23M +$933K +41,011 +40%
NFG
117
Nations Financial Group
Iowa
$3.2M +$138K +6,055 +4%
CL
118
CLG LLC
California
$3.13M +$564K +24,775 +22%
SWP
119
Stratos Wealth Partners
Ohio
$3.09M +$982K +43,152 +46%
PFS
120
Prospera Financial Services
Texas
$3.07M -$636K -27,954 -17%
BAM
121
Belpointe Asset Management
Nevada
$3.06M +$52.6K +2,310 +2%
GIP
122
Greatmark Investment Partners
Georgia
$3M +$370K +16,250 +14%
IA
123
IFP Advisors
Florida
$2.89M +$393K +17,283 +16%
WWM
124
Western Wealth Management
Colorado
$2.88M +$106K +4,674 +4%
RIL
125
Rothschild Investment LLC
Illinois
$2.87M +$48.4K +2,125 +2%