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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LDB
301
Lee, Danner & Bass
Tennessee
$215K +$208K +5,425 New
RFP
302
Root Financial Partners
California
$213K +$207K +5,395 New
BW
303
BIP Wealth
Georgia
$210K +$204K +5,315 New
D.E. Shaw & Co
304
D.E. Shaw & Co
New York
$210K -$104K -2,700 -34%
SWA
305
Stratos Wealth Advisors
Ohio
$206K +$200K +5,220 New
ACM
306
Aspen Capital Management
Idaho
$206K +$200K +5,207 New
SIC
307
SFE Investment Counsel
California
$206K +$200K +5,207 New
US Bancorp
308
US Bancorp
Minnesota
$200K +$151K +3,941 +353%
CIBC Private Wealth Group
309
CIBC Private Wealth Group
Georgia
$197K +$84.7K +2,206 +80%
FFA
310
Farther Finance Advisors
California
$190K +$163K +4,249 +763%
VWWMG
311
Vermillion & White Wealth Management Group
Pennsylvania
$166K +$9.06K +236 +6%
NCM
312
Northwest Capital Management
Oregon
$124K
MSWA
313
Marshall & Sterling Wealth Advisors
New York
$121K +$36.9K +962 +46%
LFG
314
Larson Financial Group
Missouri
$103K +$5.76K +150 +6%
MG
315
Mather Group
Illinois
$103K +$100K +2,611 New
IWP
316
IAG Wealth Partners
Wisconsin
$99K
CCM
317
Chilton Capital Management
Texas
$94.2K +$1.92K +50 +2%
AG
318
AmeriFlex Group
Nevada
$92K +$72.6K +1,891 +435%
NS
319
NBC Securities
Alabama
$90.6K -$6.66M -173,537 -99%
FPB
320
First PREMIER Bank
South Dakota
$88K
FP
321
Financial Perspectives
Minnesota
$87.3K +$25.6K +668 +43%
CIR
322
Clear Investment Research
Georgia
$71.6K +$192 +5 +0.3%
HBW
323
Hazlett, Burt & Watson
West Virginia
$51K +$10.9K +285 +29%
HNB
324
Huntington National Bank
Ohio
$49.6K
WAS
325
Winch Advisory Services
Wisconsin
$47K +$77 +2 +0.2%