We are live on ! Find out more
CGCV

Capital Group Conservative Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
101
Lodestone Wealth Management
Washington
$381K -$1.43K -46 -0.4%
AQR Capital Management
102
AQR Capital Management
Connecticut
$376K
EWS
103
Evergreen Wealth Solutions
Pennsylvania
$352K +$366K +11,813 New
SW
104
Simplicity Wealth
New Jersey
$341K +$31.1K +1,005 +10%
AP
105
Advisortrust Partners
North Carolina
$328K +$95.7K +3,088 +39%
Mariner
106
Mariner
Kansas
$301K -$22.6K -728 -7%
NFG
107
Nations Financial Group
Iowa
$299K +$101K +3,275 +49%
Creative Planning
108
Creative Planning
Kansas
$296K +$960 +31 +0.3%
OFS
109
OneAscent Financial Services
Alabama
$283K
WS
110
Wedbush Securities
California
$282K +$7.03K +227 +2%
ASN
111
Advisory Services Network
Georgia
$277K +$288K +9,289 New
TFP
112
Triune Financial Partners
Kansas
$271K
USCWA
113
U.S. Capital Wealth Advisors
Texas
$269K +$280K +9,035 New
FSBI
114
Fearless Solutions (Best Invest)
Texas
$253K -$51K -1,645 -16%
CIM
115
Capital Investment Management
Missouri
$226K +$18K +582 +8%
BCM
116
Brookstone Capital Management
Illinois
$219K -$1.49M -48,041 -87%
GS
117
GWN Securities
Florida
$219K +$227K +7,332 New
DWP
118
Daymark Wealth Partners
Ohio
$216K
SN
119
Sittner & Nelson
Oregon
$216K
SEIA
120
Signature Estate & Investment Advisors
California
$214K +$223K +7,188 New
AGP
121
Aspire Growth Partners
Florida
$214K +$222K +7,176 New
GKWIM
122
Gerber Kawasaki Wealth & Investment Management
California
$203K +$211K +6,800 New
BFP
123
Birchwood Financial Partners
Minnesota
$202K +$465 +15 +0.2%
SAM
124
Smartleaf Asset Management
Massachusetts
$158K +$11K +355 +7%
DFA
125
DHJJ Financial Advisors
Illinois
$113K +$117K +3,777 New