We are live on ! Find out more
CGCV

Capital Group Conservative Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$1.01M +$519K +17,684 +112%
Envestnet Portfolio Solutions
52
Envestnet Portfolio Solutions
Illinois
$986K +$961K +32,753 New
BCM
53
Brookstone Capital Management
Illinois
$839K +$146K +4,980 +22%
GS
54
GTS Securities
Florida
$800K +$780K +26,566 New
CFB
55
Cullen/Frost Bankers
Texas
$758K +$315K +10,716 +74%
ASN
56
Advisory Services Network
Georgia
$749K +$13.4K +456 +2%
HighTower Advisors
57
HighTower Advisors
Illinois
$721K +$325K +11,069 +86%
BEI
58
Benjamin Edwards Inc
Missouri
$711K +$215K +7,325 +45%
IWC
59
Integrated Wealth Concepts
Massachusetts
$705K +$413K +14,061 +150%
SIM
60
Synergy Investment Management
Florida
$701K +$683K +23,275 New
PS
61
Principal Securities
Iowa
$617K +$599K +20,404 +27,573%
SPC
62
Sigma Planning Corp
Michigan
$571K +$556K +18,927 New
DADC
63
D.A. Davidson & Co
Montana
$559K +$20.7K +705 +4%
PIA
64
Perennial Investment Advisors
California
$550K -$11.1K -377 -2%
AIFS
65
A&I Financial Services
Colorado
$547K +$65K +2,215 +14%
RIA
66
Regal Investment Advisors
Michigan
$546K +$29 +1 +0%
CA
67
Continuum Advisory
Idaho
$526K +$513K +17,471 New
MLRA
68
Main Line Retirement Advisors
Montana
$481K +$16K +545 +4%
CWS
69
Confluence Wealth Services
Pennsylvania
$452K +$6.02K +205 +1%
AF
70
Advisornet Financial
Minnesota
$451K +$120K +4,076 +37%
Wealth Enhancement Advisory Services
71
Wealth Enhancement Advisory Services
Minnesota
$446K +$432K +14,717 New
P
72
&Partners
Tennessee
$436K +$89.4K +3,047 +27%
MSAM
73
Moloney Securities Asset Management
Missouri
$407K -$20.9K -713 -5%
WWM
74
Western Wealth Management
Colorado
$396K +$386K +13,158 New
AQR Capital Management
75
AQR Capital Management
Connecticut
$379K +$370K +12,603 New