We are live on ! Find out more
CGCP icon

Capital Group Core Plus Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
126
Cyndeo Wealth Partners
Florida
$1.64M +$390K +17,424 +31%
SWM
127
Silverlake Wealth Management
Vermont
$1.63M -$106K -4,747 -6%
MWM
128
Meridian Wealth Management
Kentucky
$1.61M +$501K +22,395 +45%
AFP
129
Ausdal Financial Partners
Iowa
$1.59M +$141K +6,324 +10%
KFP
130
KMG Fiduciary Partners
Ohio
$1.56M -$92.1K -4,118 -6%
MFG
131
Magnus Financial Group
New York
$1.51M +$82.8K +3,702 +6%
AFA
132
Alpha Financial Advisors
North Carolina
$1.46M +$1.07M +47,974 +284%
CFB
133
Cullen/Frost Bankers
Texas
$1.43M +$227K +10,160 +19%
AAS
134
Asset Allocation Strategies
Michigan
$1.39M +$596K +26,668 +75%
SFWC
135
Strategic Family Wealth Counselors
New Jersey
$1.34M +$60.2K +2,691 +5%
PWH
136
Priebe Wealth Holdings
Minnesota
$1.31M +$1.3M +58,188 New
Envestnet Portfolio Solutions
137
Envestnet Portfolio Solutions
Illinois
$1.26M +$361K +16,156 +41%
BAG
138
Bridgewealth Advisory Group
California
$1.25M -$7.53M -336,886 -86%
PPWP
139
Premier Path Wealth Partners
New Jersey
$1.19M +$77.7K +3,476 +7%
AAS
140
Ameritas Advisory Services
Nebraska
$1.19M -$14.9K -664 -1%
BCA
141
Bay Colony Advisors
Massachusetts
$1.09M -$244K -10,890 -18%
PIA
142
Perennial Investment Advisors
California
$1.09M +$1.09M +48,615 New
AA
143
Advisory Alpha
Michigan
$1.07M -$105K -4,680 -9%
TSWM
144
Tyler-Stone Wealth Management
Ohio
$1.07M +$22K +985 +2%
FWM
145
Fortress Wealth Management
California
$1.06M -$4.65M -207,695 -81%
JP Morgan Chase
146
JP Morgan Chase
New York
$1.03M +$18.1K +808 +2%
IA
147
IFG Advisory
Georgia
$1.02M +$174K +7,782 +21%
TA
148
TrueWealth Advisors
Alabama
$962K -$95.4K -4,265 -9%
PA
149
PFG Advisors
Arizona
$952K +$177K +7,909 +23%
WCM
150
Wealthcare Capital Management
Virginia
$948K +$283K +12,649 +43%