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CGCV

Capital Group Conservative Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
76
UBS AM
Illinois
$1.2M
HighTower Advisors
77
HighTower Advisors
Illinois
$1.08M +$80K +2,528 +8%
WIA
78
World Investment Advisors
California
$1.07M +$117K +3,698 +12%
DADC
79
D.A. Davidson & Co
Montana
$859K +$18.7K +590 +2%
MLRA
80
Main Line Retirement Advisors
Montana
$826K +$2.94K +93 +0.4%
RIL
81
Rothschild Investment LLC
Illinois
$816K +$31.6K +1,000 +4%
NA
82
NewEdge Advisors
Louisiana
$803K +$296K +9,361 +62%
Bank of New York Mellon
83
Bank of New York Mellon
New York
$776K +$748K +23,634 New
KW
84
KWB Wealth
California
$764K +$188K +5,943 +34%
RIA
85
Regal Investment Advisors
Michigan
$759K +$30.2K +954 +4%
IFG
86
Independent Financial Group
California
$658K -$6.27K -198 -1%
SWP
87
Stratos Wealth Partners
Ohio
$656K +$44.6K +1,411 +8%
CAL
88
Capital Analysts LLC
Pennsylvania
$649K +$162K +5,108 +35%
AAS
89
Ameritas Advisory Services
Nebraska
$640K +$617K +19,487 New
SIM
90
Synergy Investment Management
Florida
$623K
AIFS
91
A&I Financial Services
Colorado
$617K -$65.5K -2,070 -10%
DC
92
Davenport & Co
Virginia
$607K +$101K +3,197 +21%
KWM
93
Kingsview Wealth Management
Oregon
$597K -$117K -3,687 -17%
MEAC
94
M.E. Allison & Co
Texas
$576K +$102K +3,220 +22%
GRP
95
Global Retirement Partners
California
$542K +$523K +16,516 New
CWP
96
Cyndeo Wealth Partners
Florida
$540K -$127 -4 -0%
TFA
97
Transamerica Financial Advisors
Florida
$528K -$25.5K -807 -5%
MFG
98
Merit Financial Group
Georgia
$526K +$508K +16,041 New
AGP
99
Aspire Growth Partners
Florida
$514K +$268K +8,477 +118%
EWS
100
Evergreen Wealth Solutions
Pennsylvania
$482K +$77.8K +2,459 +21%