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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$679K +$734K +31,292 New
CFGS
27
Concourse Financial Group Securities
Alabama
$583K +$316K +13,455 +101%
KAS
28
Kestra Advisory Services
Texas
$552K +$597K +25,445 New
MHB
29
Midwest Heritage Bank
Iowa
$546K +$590K +25,138 New
CBFP
30
Cedar Brook Financial Partners
Ohio
$543K +$586K +24,999 New
SS
31
Sunbelt Securities
Texas
$485K +$523K +22,321 New
SPC
32
Sigma Planning Corp
Michigan
$460K +$497K +21,195 New
EFS
33
Essex Financial Services
Connecticut
$417K +$451K +19,225 New
AAS
34
Avantax Advisory Services
Texas
$407K +$440K +18,760 New
HAIM
35
Hunter Associates Investment Management
Pennsylvania
$396K +$429K +18,275 New
BAM
36
Belpointe Asset Management
Nevada
$389K +$420K +17,930 New
Citadel Advisors
37
Citadel Advisors
Florida
$381K +$412K +17,556 New
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$333K +$172K +7,316 +91%
BFG
39
Beacon Financial Group
Texas
$332K +$352K +15,000 New
FFS
40
Founders Financial Securities
Maryland
$292K +$316K +13,470 New
CA
41
CapWealth Advisors
Tennessee
$282K +$14.5K +619 +5%
SWM
42
Silverlake Wealth Management
Vermont
$280K +$303K +12,920 New
RJA
43
Raymond James & Associates
Florida
$266K +$288K +12,265 New
WI
44
Wintrust Investments
Illinois
$219K +$30.4K +1,297 +15%
AWS
45
Atria Wealth Solutions
New York
$202K -$228K -9,716 -51%
BFS
46
Bard Financial Services
Connecticut
$201K +$217K +9,250 New
HI
47
Harbour Investments
Wisconsin
$157K +$170K +7,228 New
CF
48
Centaurus Financial
California
$140K +$152K +6,471 New
Bank of America
49
Bank of America
North Carolina
$127K +$137K +5,852 New
CAL
50
Capital Analysts LLC
Pennsylvania
$45K +$24.6K +1,050 +105%