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Capital Group Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IAS
101
Integrity Advisory Solutions
Texas
$17.6M +$1.02M +22,492 +6%
KWA
102
Kingswood Wealth Advisors
California
$17.5M -$760K -16,813 -4%
IWC
103
Integrated Wealth Concepts
Massachusetts
$17.3M +$8.77M +194,030 +112%
OC
104
Oppenheimer & Co
New York
$17.2M +$1.72M +37,962 +12%
FFS
105
Founders Financial Securities
Maryland
$16.9M +$229K +5,074 +1%
KPWS
106
Kestra Private Wealth Services
Texas
$16.7M -$5.44M -120,368 -25%
HTWM
107
Hartmann Taylor Wealth Management
Texas
$16.5M -$56.8K -1,256 -0.3%
CL
108
CLG LLC
California
$16.4M +$2.79M +61,648 +22%
MBC
109
Michael Brady & Co
Ohio
$16.4M -$1.03M -22,878 -6%
MHB
110
Midwest Heritage Bank
Iowa
$16.1M +$265K +5,854 +2%
SMC
111
Smith, Moore & Co
Missouri
$15.6M +$301K +6,668 +2%
DWP
112
Daymark Wealth Partners
Ohio
$15.5M +$918K +20,308 +7%
GWA
113
Gutierrez Wealth Advisory
Arkansas
$14.8M -$518K -11,470 -4%
BA
114
Ballew Advisors
Mississippi
$14.2M +$306K +6,765 +2%
WIP
115
WealthCare Investment Partners
Rhode Island
$14.1M +$257K +5,681 +2%
BFC
116
Bedel Financial Consulting
Indiana
$14M +$340K +7,532 +3%
TFS
117
Thoroughbred Financial Services
Tennessee
$14M +$2.99M +66,042 +25%
SFWC
118
Strategic Family Wealth Counselors
New Jersey
$13.9M +$413K +9,131 +3%
BCA
119
Bay Colony Advisors
Massachusetts
$13.5M +$152K +3,358 +1%
PCP
120
Panoramic Capital Partners
Oregon
$13.4M +$12.9M +284,658 New
AIA
121
Armor Investment Advisors
North Carolina
$13.3M +$105K +2,332 +0.8%
KAS
122
KPP Advisory Services
Kentucky
$13.2M +$698K +15,444 +6%
CFG
123
Compton Financial Group
Maryland
$13.2M +$6.95M +153,808 +123%
MCG
124
McCollum Christoferson Group
New York
$13.2M -$887K -19,614 -6%
LWM
125
LongView Wealth Management
Georgia
$12.7M -$115K -2,542 -0.9%