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CGCV

Capital Group Conservative Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AP
101
Advisortrust Partners
North Carolina
$458K +$93.3K +2,948 +27%
FWA
102
Flagship Wealth Advisors
Massachusetts
$437K +$421K +13,315 New
LWM
103
Lodestone Wealth Management
Washington
$421K +$1.65K +52 +0.4%
AQR Capital Management
104
AQR Capital Management
Connecticut
$414K
EWA
105
EQ Wealth Advisors
Texas
$402K +$387K +12,244 New
SW
106
Simplicity Wealth
New Jersey
$380K +$4.68K +148 +1%
NFG
107
Nations Financial Group
Iowa
$377K +$46.8K +1,480 +15%
CIA
108
Concurrent Investment Advisors
Florida
$362K +$349K +11,021 New
CIM
109
Capital Investment Management
Missouri
$358K +$106K +3,344 +44%
Creative Planning
110
Creative Planning
Kansas
$355K +$28.6K +904 +9%
ASN
111
Advisory Services Network
Georgia
$353K +$46.9K +1,481 +16%
D.E. Shaw & Co
112
D.E. Shaw & Co
New York
$347K +$334K +10,564 New
HWM
113
HB Wealth Management
Georgia
$341K +$329K +10,400 New
LWM
114
LongView Wealth Management
Georgia
$336K -$77.8K -2,457 -19%
PAS
115
Park Avenue Securities
New York
$331K +$319K +10,073 New
PIA
116
Perennial Investment Advisors
California
$319K +$307K +9,716 New
FSBI
117
Fearless Solutions (Best Invest)
Texas
$319K +$39.1K +1,235 +15%
WS
118
Wedbush Securities
California
$318K +$7.41K +234 +2%
OFS
119
OneAscent Financial Services
Alabama
$312K +$95 +3 +0%
GSWM
120
Golden State Wealth Management
California
$310K -$1.73M -54,703 -85%
AAP
121
Arax Advisory Partners
Colorado
$301K +$286K +9,035 +6,023%
TFP
122
Triune Financial Partners
Kansas
$300K +$1.27K +40 +0.4%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$262K +$253K +7,995 New
SEIA
124
Signature Estate & Investment Advisors
California
$259K +$22.4K +708 +10%
GKWIM
125
Gerber Kawasaki Wealth & Investment Management
California
$243K +$19.4K +614 +9%