We are live on ! Find out more
CGCP icon

Capital Group Core Plus Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KCIC
151
Kuhn & Co Investment Counsel
Illinois
$309K +$27K +1,215 +10%
SOS
152
Silver Oak Securities
Tennessee
$306K -$47.4K -2,135 -13%
LFAS
153
Level Four Advisory Services
Texas
$305K +$305K +13,728 New
PWA
154
Pillar Wealth Advisors
Pennsylvania
$296K -$167K -7,542 -36%
H
155
HoyleCohen
California
$292K
TI
156
tru Independence
Oregon
$287K -$43K -1,939 -13%
FFA
157
Frazier Financial Advisors
Ohio
$282K
WWP
158
WR Wealth Planners
Missouri
$282K -$67 -3 -0%
SFC
159
Swisher Financial Concepts
Ohio
$272K +$272K +12,274 New
AWA
160
Arkadios Wealth Advisors
Georgia
$267K +$266K +12,006 New
JCM
161
Jacobi Capital Management
Pennsylvania
$240K +$239K +10,781 New
NWMG
162
National Wealth Management Group
Ohio
$236K -$4.99K -225 -2%
DFG
163
Delta Financial Group
New Jersey
$224K +$224K +10,073 New
IWC
164
Integrated Wealth Concepts
Massachusetts
$212K
WIA
165
World Investment Advisors
California
$211K +$211K +9,507 New
CA
166
Carson Advisory
Georgia
$201K
EWP
167
Elevation Wealth Partners
California
$183K -$41.4K -1,867 -19%
SPIA
168
Steward Partners Investment Advisory
New York
$147K -$89.7K -4,041 -38%
FP
169
Financial Perspectives
Minnesota
$124K
BC
170
Barrett & Company
Rhode Island
$110K +$266 +12 +0.2%
Bank of America
171
Bank of America
North Carolina
$110K -$167K -7,544 -60%
PTC
172
Private Trust Company
Ohio
$80K +$79.9K +3,599 New
ACA
173
Aptus Capital Advisors
Alabama
$74.4K -$4.85M -218,591 -98%
GWANC
174
Guardian Wealth Advisors (North Carolina)
North Carolina
$74.4K
NA
175
NewEdge Advisors
Louisiana
$64.4K +$50.6K +2,279 +368%