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CGCV

Capital Group Conservative Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
P
26
&Partners
Tennessee
$11.2M +$944K +29,844 +10%
JDLA
27
J. Derek Lewis & Associates
California
$10.8M +$1.45M +45,758 +16%
SPIA
28
Steward Partners Investment Advisory
New York
$10.7M +$3.11M +98,250 +43%
HI
29
Harbour Investments
Wisconsin
$10.6M +$659K +20,838 +7%
VA
30
Valmark Advisers
Ohio
$10.6M +$1.36M +42,914 +15%
CA
31
Carson Advisory
Georgia
$9.88M +$277K +8,739 +3%
RFS
32
RM Financial Services
Maine
$9.3M +$73.6K +2,327 +0.8%
TWM
33
Troutman Wealth Management
Pennsylvania
$8.26M +$146K +4,601 +2%
FMN
34
Financial Management Network
California
$8.13M +$1.16M +36,785 +17%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$7.66M +$1.58M +49,972 +27%
MHB
36
Midwest Heritage Bank
Iowa
$7.62M +$333K +10,535 +5%
WWM
37
Western Wealth Management
Colorado
$6.95M +$5.92M +187,096 +762%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$6.81M +$872K +27,557 +15%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$6.41M +$140K +4,415 +2%
AWM
40
Apollon Wealth Management
South Carolina
$6.12M +$746K +23,588 +14%
CFG
41
Compton Financial Group
Maryland
$5.92M +$3.02M +95,345 +112%
KAS
42
Kestra Advisory Services
Texas
$5.53M +$750K +23,708 +16%
VAS
43
Vestmark Advisory Solutions
Massachusetts
$5.39M
RCG
44
Regatta Capital Group
California
$4.86M +$509K +16,095 +12%
Truist Financial
45
Truist Financial
North Carolina
$4.61M +$317K +10,023 +8%
IWC
46
Integrated Wealth Concepts
Massachusetts
$4.14M +$2.64M +83,400 +195%
GVAG
47
Great Valley Advisor Group
Delaware
$3.78M -$132K -4,163 -3%
GS
48
GTS Securities
Florida
$3.54M +$2.68M +84,794 +366%
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$3.42M +$174K +5,489 +6%
FFS
50
Founders Financial Securities
Maryland
$3.2M +$62.7K +1,980 +2%