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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$60.5M +$1.59M +37,136 +3%
Baird Financial Group
27
Baird Financial Group
Wisconsin
$59.8M +$2.66M +62,260 +5%
P
28
&Partners
Tennessee
$54.2M -$2.65M -62,040 -5%
NA
29
NewEdge Advisors
Louisiana
$53.2M +$2.62M +61,215 +5%
MHB
30
Midwest Heritage Bank
Iowa
$48.1M +$1.22M +28,425 +3%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$47.7M +$2.57M +59,958 +6%
SFA
32
Souders Financial Advisors
Ohio
$46.9M +$2.46M +57,476 +6%
SOS
33
Silver Oak Securities
Tennessee
$44.1M +$2.21M +51,728 +6%
HIP
34
HUB Investment Partners
Texas
$37.2M -$8.28M -193,377 -19%
EH
35
Equitable Holdings
New York
$30.3M +$771K +18,006 +3%
BW
36
BIP Wealth
Georgia
$30.1M -$554K -12,939 -2%
HAG
37
HighPoint Advisor Group
Illinois
$29.5M +$2.73M +63,802 +11%
VAS
38
Vestmark Advisory Solutions
Massachusetts
$28.2M +$416K +9,727 +2%
AFA
39
AA Financial Advisors
Ohio
$26.6M +$2.63M +61,529 +11%
DADC
40
D.A. Davidson & Co
Montana
$25.9M +$962K +22,478 +4%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$24.8M +$1.35M +31,509 +6%
EWA
42
EverSource Wealth Advisors
Alabama
$23.2M +$1.08M +25,216 +5%
SIAS
43
Summit Investment Advisory Services
Minnesota
$22.4M +$882K +20,612 +4%
BCI
44
Brinker Capital Investments
Pennsylvania
$21.4M +$730K +17,064 +4%
HI
45
Harbour Investments
Wisconsin
$21.4M +$929K +21,709 +5%
BPA
46
Beacon Pointe Advisors
California
$21.1M -$205K -4,788 -1%
IA
47
IFP Advisors
Florida
$19.5M +$694K +16,207 +4%
AIP
48
Ameritas Investment Partners
Nebraska
$19.3M +$427K +9,987 +2%
FFS
49
Forge Financial Services
Oklahoma
$19.2M -$128K -2,992 -0.7%
EA
50
Ergawealth Advisors
Illinois
$19.2M +$366K +8,554 +2%