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CGCV

Capital Group Conservative Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MLRA
76
Main Line Retirement Advisors
Montana
$606K +$118K +3,889 +24%
RIA
77
Regal Investment Advisors
Michigan
$596K +$43.1K +1,422 +8%
BWA
78
BlueChip Wealth Advisors
Georgia
$587K +$583K +19,254 New
WIA
79
World Investment Advisors
California
$582K +$311K +10,255 +116%
SIM
80
Synergy Investment Management
Florida
$579K -$130K -4,300 -18%
SWP
81
Stratos Wealth Partners
Ohio
$575K +$366K +12,094 +178%
AIFS
82
A&I Financial Services
Colorado
$572K +$20.4K +675 +4%
KW
83
KWB Wealth
California
$528K +$525K +17,329 New
GWP
84
Gateway Wealth Partners
Wisconsin
$487K +$226K +7,471 +88%
PIA
85
Perennial Investment Advisors
California
$483K -$73.9K -2,439 -13%
CWP
86
Cyndeo Wealth Partners
Florida
$481K +$478K +15,792 New
MEAC
87
M.E. Allison & Co
Texas
$435K +$93.6K +3,090 +28%
LWM
88
Lodestone Wealth Management
Washington
$391K +$8.33K +275 +2%
EH
89
Equitable Holdings
New York
$385K +$382K +12,624 New
AQR Capital Management
90
AQR Capital Management
Connecticut
$384K
Natixis Advisors
91
Natixis Advisors
Massachusetts
$368K +$366K +12,070 New
Mariner
92
Mariner
Kansas
$330K +$328K +10,832 New
SW
93
Simplicity Wealth
New Jersey
$318K -$6.78K -224 -2%
JF
94
JSF Financial
California
$311K +$309K +10,215 New
FSBI
95
Fearless Solutions (Best Invest)
Texas
$309K +$306K +10,119 New
Creative Planning
96
Creative Planning
Kansas
$302K +$300K +9,889 New
OFS
97
OneAscent Financial Services
Alabama
$290K +$25.2K +833 +10%
DC
98
Davenport & Co
Virginia
$286K +$284K +9,391 New
TFP
99
Triune Financial Partners
Kansas
$283K +$2.06K +68 +0.8%
WS
100
Wedbush Securities
California
$281K +$5.27K +174 +2%