We are live on ! Find out more
CGCV

Capital Group Conservative Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Pines Wealth Management
North Carolina
$1.8M +$34.9K +1,153 +2%
DAS
52
DMKC Advisory Services
Iowa
$1.79M +$1.78M +58,725 New
MWM
53
Meridian Wealth Management
Kentucky
$1.76M
BCM
54
Brookstone Capital Management
Illinois
$1.69M +$834K +27,534 +99%
CFA
55
CWS Financial Advisors
Michigan
$1.69M +$76.3K +2,519 +5%
GSWM
56
Golden State Wealth Management
California
$1.69M +$1.67M +55,296 New
WFP
57
Worthington Financial Partners
Ohio
$1.66M +$1.65M +54,334 New
HI
58
Harbour Investments
Wisconsin
$1.53M +$419K +13,820 +38%
CNTOF
59
Canandaigua National Trust of Florida
New York
$1.46M +$1.45M +47,725 New
KAS
60
Kestra Advisory Services
Texas
$1.4M +$380K +12,552 +37%
BCI
61
Brinker Capital Investments
Pennsylvania
$1.33M +$61.1K +2,016 +5%
CA
62
CGN Advisors
Kansas
$1.32M +$53.8K +1,777 +4%
BEI
63
Benjamin Edwards Inc
Missouri
$1.16M +$440K +14,532 +62%
AF
64
Advisornet Financial
Minnesota
$1.13M +$671K +22,166 +148%
Envestnet Portfolio Solutions
65
Envestnet Portfolio Solutions
Illinois
$1.11M +$110K +3,624 +11%
PS
66
Principal Securities
Iowa
$1.09M +$460K +15,201 +74%
KWM
67
Kingsview Wealth Management
Oregon
$1.08M +$1.07M +35,493 New
TFM
68
Trademark Financial Management
Minnesota
$1.05M +$1.04M +34,314 New
IWC
69
Integrated Wealth Concepts
Massachusetts
$944K +$228K +7,532 +32%
CFB
70
Cullen/Frost Bankers
Texas
$930K +$161K +5,328 +21%
HighTower Advisors
71
HighTower Advisors
Illinois
$899K +$167K +5,525 +23%
SPC
72
Sigma Planning Corp
Michigan
$882K +$303K +10,001 +53%
CA
73
Continuum Advisory
Idaho
$810K +$275K +9,095 +52%
DADC
74
D.A. Davidson & Co
Montana
$680K +$113K +3,715 +20%
WWM
75
Western Wealth Management
Colorado
$663K +$261K +8,602 +65%