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CGCV

Capital Group Conservative Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GS
126
GWN Securities
Florida
$242K +$1.17K +37 +0.5%
DWP
127
Daymark Wealth Partners
Ohio
$240K +$1.9K +60 +0.8%
SN
128
Sittner & Nelson
Oregon
$238K
BFP
129
Birchwood Financial Partners
Minnesota
$227K +$4.53K +143 +2%
VF
130
Virtu Financial
New York
$226K -$359K -11,331 -62%
JWCA
131
J.W. Cole Advisors
Florida
$221K +$213K +6,742 New
HAIM
132
Hunter Associates Investment Management
Pennsylvania
$210K +$203K +6,415 New
MWM
133
Maridea Wealth Management
New York
$209K +$201K +6,358 New
TIA
134
TCFG Investment Advisors
California
$204K +$197K +6,219 New
SAM
135
Smartleaf Asset Management
Massachusetts
$177K
Fifth Third Bancorp
136
Fifth Third Bancorp
Ohio
$148K +$134K +4,239 +1,570%
DFA
137
DHJJ Financial Advisors
Illinois
$124K
PTC
138
Private Trust Company
Ohio
$117K
FFA
139
Farther Finance Advisors
California
$78K +$28K +884 +59%
IA
140
IFG Advisory
Georgia
$72.3K +$69.7K +2,203 New
EWA
141
EverSource Wealth Advisors
Alabama
$69.7K +$316 +10 +0.5%
GWM
142
Geneos Wealth Management
Colorado
$69.6K +$7.47K +236 +13%
IWP
143
IAG Wealth Partners
Wisconsin
$66.9K +$25.3K +800 +65%
HFG
144
Harborfront Financial Group
Michigan
$65.6K +$63.3K +2,000 New
NS
145
NBC Securities
Alabama
$47.6K
CA
146
CoreCap Advisors
Michigan
$35.7K +$5.6K +177 +19%
MIM
147
Marshall Investment Management
Colorado
$30.5K
SGFG
148
Silver Grove Financial Group
New York
$28.2K +$27.2K +861 New
JP Morgan Chase
149
JP Morgan Chase
New York
$27.4K +$16.2K +513 +161%
GCM
150
Gunpowder Capital Management
Maryland
$27.2K