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Capital Group Core Plus Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
126
Kingsview Wealth Management
Oregon
$2.79M -$1.04M -45,590 -27%
FFS
127
Forge Financial Services
Oklahoma
$2.74M -$20.3K -894 -0.7%
FMN
128
Financial Management Network
California
$2.73M +$464K +20,390 +20%
EPW
129
Endeavor Private Wealth
Kansas
$2.71M +$155K +6,793 +6%
LWM
130
LongView Wealth Management
Georgia
$2.66M +$220K +9,655 +9%
FTUS
131
Flow Traders U.S.
New York
$2.64M +$2.03M +89,231 +324%
HNH
132
Hopwood Nicholas Hunter
$2.62M +$2.64M +115,803 New
Natixis Advisors
133
Natixis Advisors
Massachusetts
$2.49M +$2.03M +89,045 +427%
Citigroup
134
Citigroup
New York
$2.48M +$307K +13,486 +14%
CWM
135
Cornerstone Wealth Management
Missouri
$2.25M +$132K +5,783 +6%
BVP
136
Bristlecone Value Partners
California
$2.01M +$2.02M +88,768 New
AssetMark Inc
137
AssetMark Inc
California
$2M +$1.01M +44,238 +100%
WIA
138
World Investment Advisors
California
$1.93M +$848K +37,262 +78%
DAS
139
Dynamic Advisor Solutions
Arizona
$1.93M -$397K -17,454 -17%
BCI
140
Brinker Capital Investments
Pennsylvania
$1.9M +$260K +11,430 +16%
CWP
141
Cyndeo Wealth Partners
Florida
$1.86M +$41.8K +1,837 +2%
IA
142
IFG Advisory
Georgia
$1.86M +$86.1K +3,785 +5%
MFG
143
Magnus Financial Group
New York
$1.85M +$49.7K +2,185 +3%
AFP
144
Ausdal Financial Partners
Iowa
$1.82M -$14.5K -636 -0.8%
AF
145
Advisornet Financial
Minnesota
$1.81M +$22K +967 +1%
Cerity Partners
146
Cerity Partners
New York
$1.76M +$1.77M +77,891 New
IFG
147
Independent Financial Group
California
$1.69M +$28.2K +1,239 +2%
KFP
148
KMG Fiduciary Partners
Ohio
$1.69M +$109K +4,777 +7%
FA
149
Fiduciary Alliance
South Carolina
$1.69M +$4.17K +183 +0.2%
CL
150
CVFG LLC
Indiana
$1.68M +$451K +19,824 +36%