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CGCV

Capital Group Conservative Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
76
Lodestone Wealth Management
Washington
$378K +$235 +8 +0.1%
MEAC
77
M.E. Allison & Co
Texas
$336K +$22K +750 +7%
SW
78
Simplicity Wealth
New Jersey
$321K +$313K +10,660 New
NA
79
NewEdge Advisors
Louisiana
$281K +$112K +3,816 +69%
WS
80
Wedbush Securities
California
$272K +$265K +9,042 New
TFP
81
Triune Financial Partners
Kansas
$272K
WIA
82
World Investment Advisors
California
$266K -$7.66K -261 -3%
OFS
83
OneAscent Financial Services
Alabama
$261K +$255K +8,672 New
GWP
84
Gateway Wealth Partners
Wisconsin
$256K +$250K +8,508 New
TFA
85
Transamerica Financial Advisors
Florida
$229K +$223K +7,585 New
CIS
86
Continental Investors Services
Washington
$218K +$213K +7,245 New
DWP
87
Daymark Wealth Partners
Ohio
$217K +$5.17K +176 +3%
GRP
88
Global Retirement Partners
California
$210K +$89K +3,031 +77%
SWP
89
Stratos Wealth Partners
Ohio
$204K +$199K +6,780 New
NFG
90
Nations Financial Group
Iowa
$203K +$198K +6,745 New
CAL
91
Capital Analysts LLC
Pennsylvania
$197K +$192K +6,540 New
SN
92
Sittner & Nelson
Oregon
$120K
SAM
93
Smartleaf Asset Management
Massachusetts
$82.5K +$80.6K +2,747 New
PTC
94
Private Trust Company
Ohio
$57.5K
NS
95
NBC Securities
Alabama
$46K +$44.9K +1,528 New
AG
96
AmeriFlex Group
Nevada
$42.2K -$28.7K -977 -41%
EWA
97
EverSource Wealth Advisors
Alabama
$38.4K +$37.4K +1,275 New
SS
98
Sunbelt Securities
Texas
$30.1K +$29.4K +1,000 New
Comerica Bank
99
Comerica Bank
Texas
$27.3K +$16.2K +552 +156%
IA
100
IFP Advisors
Florida
$26.3K