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CGCV

Capital Group Conservative Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
76
World Investment Advisors
California
$918K +$363K +11,712 +61%
Envestnet Portfolio Solutions
77
Envestnet Portfolio Solutions
Illinois
$909K -$183K -5,891 -16%
HighTower Advisors
78
HighTower Advisors
Illinois
$904K +$26.8K +866 +3%
DADC
79
D.A. Davidson & Co
Montana
$763K +$102K +3,285 +15%
MLRA
80
Main Line Retirement Advisors
Montana
$747K +$161K +5,189 +26%
WWM
81
Western Wealth Management
Colorado
$732K +$86.3K +2,786 +13%
RIL
82
Rothschild Investment LLC
Illinois
$711K +$739K +23,850 New
GS
83
GTS Securities
Florida
$692K -$1.8M -58,014 -71%
RIA
84
Regal Investment Advisors
Michigan
$661K +$81.9K +2,644 +14%
KWM
85
Kingsview Wealth Management
Oregon
$652K -$422K -13,612 -38%
IAA
86
Independent Advisor Alliance
North Carolina
$632K +$657K +21,211 New
Natixis Advisors
87
Natixis Advisors
Massachusetts
$632K +$283K +9,145 +76%
AIFS
88
A&I Financial Services
Colorado
$622K +$65.1K +2,100 +11%
IFG
89
Independent Financial Group
California
$603K +$627K +20,236 New
SIM
90
Synergy Investment Management
Florida
$566K
SWP
91
Stratos Wealth Partners
Ohio
$553K -$9.7K -313 -2%
VF
92
Virtu Financial
New York
$543K +$564K +18,204 New
KW
93
KWB Wealth
California
$528K
TFA
94
Transamerica Financial Advisors
Florida
$504K +$250K +8,077 +92%
CWP
95
Cyndeo Wealth Partners
Florida
$491K +$20.6K +666 +4%
DC
96
Davenport & Co
Virginia
$456K +$183K +5,909 +63%
NA
97
NewEdge Advisors
Louisiana
$450K +$284K +9,175 +155%
CAL
98
Capital Analysts LLC
Pennsylvania
$438K +$191K +6,164 +72%
MEAC
99
M.E. Allison & Co
Texas
$431K +$5.73K +185 +1%
LWM
100
LongView Wealth Management
Georgia
$395K +$394K +12,702 New