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CGCV

Capital Group Conservative Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EFA
51
Evernest Financial Advisors
Indiana
$3.18M -$1.04M -33,010 -25%
BWA
52
BlueChip Wealth Advisors
Georgia
$3.16M +$545K +17,211 +22%
PAG
53
Private Advisor Group
New Jersey
$2.82M +$725K +22,908 +36%
EH
54
Equitable Holdings
New York
$2.81M +$1.74M +54,959 +179%
BC
55
Bulwark Capital
Florida
$2.75M +$127K +4,014 +5%
AssetMark Inc
56
AssetMark Inc
California
$2.48M +$294K +9,285 +14%
PFS
57
Prospera Financial Services
Texas
$2.45M +$151K +4,766 +7%
HTWM
58
Hartmann Taylor Wealth Management
Texas
$2.23M -$35.8K -1,130 -1%
PWM
59
Pines Wealth Management
North Carolina
$1.93M +$2.37K +75 +0.1%
MWM
60
Meridian Wealth Management
Kentucky
$1.88M -$11.6K -365 -0.6%
BEI
61
Benjamin Edwards Inc
Missouri
$1.87M +$342K +10,795 +23%
WFP
62
Worthington Financial Partners
Ohio
$1.83M +$16.5K +521 +0.9%
CFA
63
CWS Financial Advisors
Michigan
$1.76M -$67.9K -2,147 -4%
JIG
64
Junk Investment Group
Maryland
$1.72M +$55.2K +1,745 +3%
BCM
65
Brookstone Capital Management
Illinois
$1.69M +$1.4M +44,106 +600%
Natixis Advisors
66
Natixis Advisors
Massachusetts
$1.68M +$947K +29,931 +141%
GWP
67
Gateway Wealth Partners
Wisconsin
$1.55M -$661K -20,888 -31%
CA
68
CGN Advisors
Kansas
$1.48M +$33.2K +1,049 +2%
CA
69
Continuum Advisory
Idaho
$1.46M +$138K +4,368 +11%
BCI
70
Brinker Capital Investments
Pennsylvania
$1.44M -$50.1K -1,583 -3%
PCS
71
Private Client Services
Kentucky
$1.41M +$1.36M +43,017 New
CFB
72
Cullen/Frost Bankers
Texas
$1.41M +$264K +8,358 +24%
SPC
73
Sigma Planning Corp
Michigan
$1.37M +$273K +8,617 +26%
PS
74
Principal Securities
Iowa
$1.32M +$62.7K +1,982 +5%
Envestnet Portfolio Solutions
75
Envestnet Portfolio Solutions
Illinois
$1.21M +$202K +6,397 +21%