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CGCV

Capital Group Conservative Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
101
Transamerica Financial Advisors
Florida
$267K +$35.8K +1,181 +16%
CAL
102
Capital Analysts LLC
Pennsylvania
$260K +$59.9K +1,977 +30%
GRP
103
Global Retirement Partners
California
$258K +$45.2K +1,493 +21%
JWCA
104
J.W. Cole Advisors
Florida
$243K +$242K +7,983 New
AP
105
Advisortrust Partners
North Carolina
$241K +$240K +7,916 New
SN
106
Sittner & Nelson
Oregon
$229K +$98.1K +3,240 +81%
DWP
107
Daymark Wealth Partners
Ohio
$221K +$1.57K +52 +0.7%
CIS
108
Continental Investors Services
Washington
$214K -$9.81K -324 -4%
CIM
109
Capital Investment Management
Missouri
$213K +$212K +6,990 New
SWA
110
Stratos Wealth Advisors
Ohio
$208K +$206K +6,817 New
BFP
111
Birchwood Financial Partners
Minnesota
$206K +$205K +6,766 New
NFG
112
Nations Financial Group
Iowa
$206K
NA
113
NewEdge Advisors
Louisiana
$181K -$103K -3,405 -37%
MW
114
Merited Wealth
Florida
$179K +$178K +5,866 New
SAM
115
Smartleaf Asset Management
Massachusetts
$154K +$68.8K +2,270 +83%
PTC
116
Private Trust Company
Ohio
$99.2K +$40.7K +1,345 +70%
OP
117
ORG Partners
Indiana
$57.8K +$36.8K +1,215 +179%
EWA
118
EverSource Wealth Advisors
Alabama
$49.2K +$10.2K +338 +27%
NS
119
NBC Securities
Alabama
$44.2K -$2.36K -78 -5%
SS
120
Sunbelt Securities
Texas
$30.5K
GWM
121
Geneos Wealth Management
Colorado
$27.8K +$27.6K +912 New
Comerica Bank
122
Comerica Bank
Texas
$27.6K
GCM
123
Gunpowder Capital Management
Maryland
$23.4K +$23.3K +768 New
AG
124
AmeriFlex Group
Nevada
$21.3K -$21.2K -700 -50%
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$18.3K +$18.2K +600 New