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CGCV

Capital Group Conservative Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PTC
126
Private Trust Company
Ohio
$107K +$9.91K +320 +10%
EWA
127
EverSource Wealth Advisors
Alabama
$63K +$15.5K +500 +31%
GWM
128
Geneos Wealth Management
Colorado
$56.2K +$30.1K +972 +107%
FFA
129
Farther Finance Advisors
California
$44.6K +$31.5K +1,016 +213%
NS
130
NBC Securities
Alabama
$43.2K
IWP
131
IAG Wealth Partners
Wisconsin
$36.9K +$38.4K +1,238 New
SS
132
Sunbelt Securities
Texas
$29.8K
MIM
133
Marshall Investment Management
Colorado
$27.7K +$28.8K +930 New
CA
134
CoreCap Advisors
Michigan
$27.2K +$28.2K +911 New
GCM
135
Gunpowder Capital Management
Maryland
$24.7K +$1.86K +60 +8%
AG
136
AmeriFlex Group
Nevada
$20.9K
JP Morgan Chase
137
JP Morgan Chase
New York
$9.34K +$155 +5 +2%
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$8.05K +$8.37K +270 New
Morgan Stanley
139
Morgan Stanley
New York
$6.35K
AAP
140
Arax Advisory Partners
Colorado
$4.47K
AF
141
Allworth Financial
California
$3.19K +$3.31K +107 New
RF
142
Rossby Financial
Florida
$2.36K
CI
143
CX Institutional
Indiana
$1K
Carson Wealth (CWM LLC)
144
Carson Wealth (CWM LLC)
Nebraska
$924
OMC
145
Old Mission Capital
Illinois
-$4.83M -158,463 Closed
CNTOF
146
Canandaigua National Trust of Florida
New York
-$1.46M -47,725 Closed
TFM
147
Trademark Financial Management
Minnesota
-$1.05M -34,314 Closed
PIA
148
Perennial Investment Advisors
California
-$483K -15,840 Closed
JF
149
JSF Financial
California
-$311K -10,215 Closed
JWCA
150
J.W. Cole Advisors
Florida
-$243K -7,983 Closed