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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LFG
301
Larson Financial Group
Missouri
$91K
CCM
302
Chilton Capital Management
Texas
$86.1K +$47.6K +1,397 +149%
MSFP
303
Mark Sheptoff Financial Planning
Connecticut
$86K +$477 +14 +0.6%
FPB
304
First PREMIER Bank
South Dakota
$83K +$76.1K +2,234 New
MSWA
305
Marshall & Sterling Wealth Advisors
New York
$77.5K +$11.7K +342 +19%
CIR
306
Clear Investment Research
Georgia
$66.7K +$170 +5 +0.3%
FP
307
Financial Perspectives
Minnesota
$56.9K
WAS
308
Winch Advisory Services
Wisconsin
$43.9K +$68 +2 +0.2%
US Bancorp
309
US Bancorp
Minnesota
$41.2K +$25.2K +740 +197%
MWA
310
Medallion Wealth Advisors
Connecticut
$40.1K
Fifth Third Bancorp
311
Fifth Third Bancorp
Ohio
$39.7K +$36.7K +1,076 New
HBW
312
Hazlett, Burt & Watson
West Virginia
$37K
BC
313
Barrett & Company
Rhode Island
$36.5K
ME
314
McIlrath & Eck
Washington
$33.2K
TC
315
Trust Company
Kansas
$31K
AGWCA
316
Annis Gardner Whiting Capital Advisors
Florida
$25.6K +$1.23K +36 +5%
CA
317
CoreCap Advisors
Michigan
$24.1K -$66.5K -1,953 -75%
WA
318
Whipplewood Advisors
Colorado
$20.6K +$886 +26 +5%
FFA
319
Farther Finance Advisors
California
$20.6K +$19K +557 New
BWL
320
Bogart Wealth LLC
Virginia
$19K
WIM
321
Westside Investment Management
California
$16.6K +$15.3K +450 New
AG
322
AmeriFlex Group
Nevada
$16K -$45.1K -1,325 -75%
AI
323
Arvest Investments
Arkansas
$15.1K
CI
324
CX Institutional
Indiana
$12K
BIG
325
Brooklyn Investment Group
New York
$11.7K +$10.8K +318 New