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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$78.1K +$43.9K +1,405 +138%
CA
227
CoreCap Advisors
Michigan
$76.9K +$6.03K +193 +9%
LFG
228
Larson Financial Group
Missouri
$65.6K
CIR
229
Clear Investment Research
Georgia
$56.6K +$125 +4 +0.2%
FP
230
Financial Perspectives
Minnesota
$49.7K
WAS
231
Winch Advisory Services
Wisconsin
$38K +$62 +2 +0.2%
BC
232
Barrett & Company
Rhode Island
$32.1K +$31K +994 New
CAL
233
Capital Analysts LLC
Pennsylvania
$32K -$267K -8,563 -90%
ME
234
McIlrath & Eck
Washington
$29K +$28.1K +900 New
TC
235
Trust Company
Kansas
$27.1K +$26.2K +840 New
AI
236
Arvest Investments
Arkansas
$13.2K +$12.8K +409 New
ATPW
237
Ashton Thomas Private Wealth
Arizona
$12.1K +$11.7K +374 New
HBW
238
Hazlett, Burt & Watson
West Virginia
$12K +$11.7K +375 New
IWP
239
IAG Wealth Partners
Wisconsin
$11.4K
GWM
240
Geneos Wealth Management
Colorado
$10.4K +$10K +321 New
JP Morgan Chase
241
JP Morgan Chase
New York
$8.57K +$8.78K +281 New
Qube Research & Technologies (QRT)
242
Qube Research & Technologies (QRT)
United Kingdom
$4.35K -$45.5K -1,458 -92%
OWA
243
Opal Wealth Advisors
New York
$2.61K +$2.53K +81 New
FFA
244
Farther Finance Advisors
California
$2.13K +$2.06K +66 New
FPF
245
First Pacific Financial
Washington
$1.71K
HFA
246
Hershey Financial Advisers
Pennsylvania
$290 +$281 +9 New
SIAS
247
Summit Investment Advisory Services
Minnesota
-$17.8M -571,128 Closed
LNC
248
Lincoln National Corp
Pennsylvania
-$10.1M -322,800 Closed
Janney Montgomery Scott
249
Janney Montgomery Scott
Pennsylvania
-$9.74M -312,680 Closed
CBFP
250
Cedar Brook Financial Partners
Ohio
-$1.77M -56,751 Closed