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Capital Group Core Plus Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1
WNY Asset Management
New York
$37.3M +$13.5M +597,330 +57%
JBA
2
Johnson Bixby & Associates
Washington
$30.3M +$9.92M +438,522 +49%
MML Investors Services
3
MML Investors Services
Massachusetts
$25.1M -$4.42M -195,399 -15%
SFA
4
Souders Financial Advisors
Ohio
$22.5M +$677K +29,910 +3%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$17.7M +$1.99M +87,993 +13%
UBS Group
6
UBS Group
Switzerland
$17.4M -$783K -34,607 -4%
FWS
7
FinDec Wealth Services
California
$15.9M +$3.47M +153,340 +28%
LPL Financial
8
LPL Financial
California
$15.5M +$3.71M +163,899 +32%
Osaic Holdings
9
Osaic Holdings
Arizona
$14.6M +$3.14M +138,650 +28%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$14.1M +$2.64M +116,848 +23%
AWC
11
Adamsbrown Wealth Consultants
Kansas
$13.9M +$1.63M +72,064 +13%
Stifel Financial
12
Stifel Financial
Missouri
$13.2M +$10.5M +466,009 +420%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$13.1M +$1.56M +69,098 +14%
IA
14
IAM Advisory
Pennsylvania
$12.6M +$12.5M +551,491 New
RA
15
Ruggaard & Associates
Ohio
$11.5M +$11.4M +504,755 New
Wells Fargo
16
Wells Fargo
California
$11.2M +$4.28M +189,424 +62%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$11.1M +$2.5M +110,429 +29%
MHB
18
Midwest Heritage Bank
Iowa
$8.08M +$5.02M +221,786 +167%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.97M +$1.54M +67,932 +29%
LNC
20
Lincoln National Corp
Pennsylvania
$6.4M +$2.02M +89,307 +47%
DADC
21
D.A. Davidson & Co
Montana
$6.36M +$123K +5,439 +2%
FWM
22
Fortress Wealth Management
California
$4.54M +$2.73M +120,637 +153%
LWMNY
23
Landmark Wealth Management (New York)
New York
$4.43M +$441K +19,485 +11%
MA
24
Mutual Advisors
Nebraska
$3.53M +$2.2M +97,300 +169%
NECFA
25
New England Capital Financial Advisors
Connecticut
$3.45M +$176K +7,767 +5%