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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
301
Citigroup
New York
$490K +$26.1K +611 +6%
FLPIM
302
F.L. Putnam Investment Management
Massachusetts
$489K -$10.7K -250 -2%
FSBI
303
Fearless Solutions (Best Invest)
Texas
$487K +$44.3K +1,036 +10%
MWA
304
Meridian Wealth Advisors
Texas
$484K +$466K +10,890 New
PWM
305
Platt Wealth Management
California
$484K -$252K -5,899 -35%
BWP
306
Balboa Wealth Partners
Arizona
$471K -$115K -2,688 -20%
SCM
307
Saxony Capital Management
Missouri
$471K
OWA
308
Octavia Wealth Advisors
Ohio
$468K -$10.8K -252 -2%
SAI
309
Savvy Advisors Inc
New York
$458K +$148K +3,458 +51%
US Bancorp
310
US Bancorp
Minnesota
$453K +$197K +4,598 +82%
AC
311
AWM Capital
Arizona
$447K +$984 +23 +0.2%
TC
312
Trilogy Capital
California
$443K -$29.1K -679 -6%
HA
313
HFG Advisors
Ohio
$441K
CWM
314
Cornerstone Wealth Management
Missouri
$441K +$19.3K +450 +5%
RPWA
315
Regent Peak Wealth Advisors
Georgia
$422K -$3.64K -85 -0.9%
SL
316
Sentinus LLC
Illinois
$418K -$270K -6,316 -40%
PFA
317
Professional Financial Advisors
Nebraska
$415K +$399K +9,320 New
IA
318
Integrity Alliance
Iowa
$412K +$396K +9,262 New
Fidelity Investments
319
Fidelity Investments
Massachusetts
$404K +$165K +3,846 +73%
PI
320
PFG Investments
New York
$403K -$26.7K -623 -6%
CCMG
321
Clark Capital Management Group
Pennsylvania
$396K -$17.5K -409 -4%
GM
322
GeoWealth Management
Illinois
$393K -$556 -13 -0.1%
IF
323
Intrua Financial
Texas
$390K +$139K +3,239 +59%
HNB
324
Huntington National Bank
Ohio
$388K
MCM
325
McKinney Capital Management
Texas
$387K +$5.82K +136 +2%