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CGCV

Capital Group Conservative Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BC
51
Bulwark Capital
Florida
$2.38M -$153K -4,952 -6%
BWA
52
BlueChip Wealth Advisors
Georgia
$2.35M +$1.85M +59,701 +310%
HTWM
53
Hartmann Taylor Wealth Management
Texas
$2.26M +$309K +9,980 +15%
PFS
54
Prospera Financial Services
Texas
$2.08M +$2.16M +69,868 New
DAS
55
DMKC Advisory Services
Iowa
$2.07M +$331K +10,675 +18%
GWP
56
Gateway Wealth Partners
Wisconsin
$2.03M +$1.62M +52,156 +326%
AssetMark Inc
57
AssetMark Inc
California
$1.98M +$108K +3,501 +6%
GSWM
58
Golden State Wealth Management
California
$1.91M +$275K +8,860 +16%
PAG
59
Private Advisor Group
New Jersey
$1.88M +$58.5K +1,888 +3%
PWM
60
Pines Wealth Management
North Carolina
$1.75M -$13.8K -447 -0.8%
MWM
61
Meridian Wealth Management
Kentucky
$1.72M -$3.41K -110 -0.2%
CFA
62
CWS Financial Advisors
Michigan
$1.66M +$8.52K +275 +0.5%
WFP
63
Worthington Financial Partners
Ohio
$1.64M +$26.1K +841 +2%
JIG
64
Junk Investment Group
Maryland
$1.51M +$1.57M +50,666 New
BEI
65
Benjamin Edwards Inc
Missouri
$1.37M +$246K +7,924 +21%
BCI
66
Brinker Capital Investments
Pennsylvania
$1.35M +$56K +1,807 +4%
CA
67
CGN Advisors
Kansas
$1.31M +$20.4K +659 +2%
IWC
68
Integrated Wealth Concepts
Massachusetts
$1.27M +$365K +11,780 +38%
CA
69
Continuum Advisory
Idaho
$1.19M +$415K +13,400 +50%
PS
70
Principal Securities
Iowa
$1.14M +$75.2K +2,427 +7%
UBS AM
71
UBS AM
Illinois
$1.09M +$1.13M +36,577 New
CFB
72
Cullen/Frost Bankers
Texas
$1.03M +$125K +4,023 +13%
SPC
73
Sigma Planning Corp
Michigan
$983K +$123K +3,962 +14%
PWA
74
PCG Wealth Advisors
Kansas
$935K +$972K +31,362 New
EH
75
Equitable Holdings
New York
$934K +$558K +18,019 +143%