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CGCV

Capital Group Conservative Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$368K +$349K +12,880 New
LWM
52
Lodestone Wealth Management
Washington
$359K +$77.5K +2,864 +30%
P
53
&Partners
Tennessee
$322K +$305K +11,255 New
Truist Financial
54
Truist Financial
North Carolina
$322K +$72.2K +2,668 +31%
AF
55
Advisornet Financial
Minnesota
$312K +$236K +8,724 +401%
HI
56
Harbour Investments
Wisconsin
$308K -$219K -8,102 -43%
MEAC
57
M.E. Allison & Co
Texas
$298K +$282K +10,420 New
OMC
58
Old Mission Capital
Illinois
$280K -$2.49M -91,825 -90%
IWC
59
Integrated Wealth Concepts
Massachusetts
$268K +$253K +9,363 New
WIA
60
World Investment Advisors
California
$260K -$483K -17,842 -66%
TFP
61
Triune Financial Partners
Kansas
$258K +$244K +9,028 New
SPIA
62
Steward Partners Investment Advisory
New York
$224K +$194K +7,182 +1,110%
MIM
63
Marshall Investment Management
Colorado
$213K -$3.62M -133,597 -95%
DWP
64
Daymark Wealth Partners
Ohio
$201K +$190K +7,017 New
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$174K +$165K +6,082 New
NA
66
NewEdge Advisors
Louisiana
$158K +$107K +3,950 +253%
SN
67
Sittner & Nelson
Oregon
$114K +$108K +4,000 New
GRP
68
Global Retirement Partners
California
$112K +$106K +3,932 New
JP Morgan Chase
69
JP Morgan Chase
New York
$98.6K +$93.3K +3,447 New
AG
70
AmeriFlex Group
Nevada
$67.7K +$34.7K +1,281 +117%
PTC
71
Private Trust Company
Ohio
$54.6K
Bank of America
72
Bank of America
North Carolina
$46.8K +$44.3K +1,638 New
GWM
73
Geneos Wealth Management
Colorado
$32.2K
IA
74
IFP Advisors
Florida
$25K -$1.35K -50 -5%
OP
75
ORG Partners
Indiana
$19.5K