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Capital Group Core Plus Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
176
Madison Wealth Partners
Wisconsin
$745K -$63.6K -2,813 -8%
Ameriprise
177
Ameriprise
Minnesota
$738K +$524K +23,195 +249%
CFG
178
Certior Financial Group
Pennsylvania
$735K +$111K +4,905 +18%
GWP
179
Gateway Wealth Partners
Wisconsin
$731K +$289K +12,781 +66%
Rockefeller Capital Management
180
Rockefeller Capital Management
New York
$709K +$89.6K +3,963 +15%
HTWM
181
Hartmann Taylor Wealth Management
Texas
$689K +$247K +10,933 +56%
CP
182
Capital Planning
Washington
$642K
WCP
183
Wealthcare Capital Partners
Pennsylvania
$641K +$79.5K +3,520 +14%
FWM
184
Fortress Wealth Management
California
$636K -$372K -16,477 -37%
FTUS
185
Flow Traders U.S.
New York
$626K -$158K -6,998 -20%
JCM
186
Jacobi Capital Management
Pennsylvania
$598K +$7.93K +351 +1%
PTC
187
Private Trust Company
Ohio
$591K +$237K +10,507 +68%
TWM
188
TCFG Wealth Management
California
$586K +$582K +25,775 New
USCWA
189
U.S. Capital Wealth Advisors
Texas
$573K +$44.5K +1,968 +8%
ALA
190
Atlas Legacy Advisors
California
$570K +$184K +8,140 +48%
WIP
191
WealthCare Investment Partners
Rhode Island
$530K +$7.03K +311 +1%
SOS
192
Silver Oak Securities
Tennessee
$513K +$6.12K +271 +1%
AWA
193
Arkadios Wealth Advisors
Georgia
$512K -$26.8K -1,186 -5%
IWC
194
Integrated Wealth Concepts
Massachusetts
$509K -$56.6K -2,506 -10%
AIM
195
Anchor Investment Management
South Carolina
$504K
BFA
196
Blueprint Financial Advisors
North Carolina
$486K +$483K +21,382 New
BIP
197
Blueprint Investment Partners
North Carolina
$486K +$483K +21,382 New
ASN
198
Advisory Services Network
Georgia
$485K +$72.4K +3,204 +18%
Natixis Advisors
199
Natixis Advisors
Massachusetts
$474K +$472K +20,878 New
VC
200
Vicus Capital
Pennsylvania
$469K +$71.8K +3,179 +18%