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Capital Group Core Plus Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
OP
201
ORG Partners
Indiana
$464K +$107K +4,727 +36%
AFA
202
American Financial Advisors
Georgia
$460K -$17.7K -783 -4%
BFG
203
Bleakley Financial Group
New Jersey
$458K -$565 -25 -0.1%
SFS
204
Security Financial Services
Indiana
$453K +$192K +8,504 +74%
PWA
205
Peterson Wealth Advisors
Utah
$428K -$701 -31 -0.2%
FFS
206
Founders Financial Securities
Maryland
$426K -$36.5K -1,614 -8%
TI
207
tru Independence
Oregon
$400K +$19.8K +878 +5%
GVAG
208
Great Valley Advisor Group
Delaware
$387K +$385K +17,026 New
RWP
209
Ridgeline Wealth Planning
Ohio
$383K +$9.45K +418 +3%
WMA
210
William Mack & Associates
Michigan
$381K
BCM
211
Brookstone Capital Management
Illinois
$379K -$91.5K -4,047 -20%
GKWIM
212
Gerber Kawasaki Wealth & Investment Management
California
$369K +$2.78K +123 +0.8%
TWM
213
Tradition Wealth Management
Minnesota
$364K -$33.9K -1,500 -9%
SGI
214
Summit Global Investments
Utah
$363K +$143K +6,330 +65%
SIAP
215
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$354K +$31.5K +1,396 +10%
VVP
216
Venture Visionary Partners
Ohio
$354K +$137K +6,074 +64%
JWCA
217
J.W. Cole Advisors
Florida
$326K +$2.42K +107 +0.8%
TF
218
Tudor Financial
Ohio
$321K +$588 +26 +0.2%
IAS
219
Integrity Advisory Solutions
Texas
$316K +$315K +13,924 New
M1FG
220
Mach-1 Financial Group
Arkansas
$316K +$315K +13,924 New
Focus Partners Wealth
221
Focus Partners Wealth
Massachusetts
$312K +$310K +13,734 New
HP
222
Holistic Planning
Texas
$307K -$4.52K -200 -1%
CIAS
223
Capital Investment Advisory Services
North Carolina
$291K +$200K +8,847 +224%
FFA
224
Frazier Financial Advisors
Ohio
$288K
CA
225
Carson Advisory
Georgia
$286K -$25.2K -1,113 -8%