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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
26
Lincoln National Corp
Pennsylvania
$1.16M +$442K +19,680 +53%
MHB
27
Midwest Heritage Bank
Iowa
$1.08M +$625K +27,828 +111%
Mariner
28
Mariner
Kansas
$963K
UBS Group
29
UBS Group
Switzerland
$872K +$152K +6,763 +19%
Capital International Investors
30
Capital International Investors
California
$815K -$19.7M -875,000 -96%
SPC
31
Sigma Planning Corp
Michigan
$773K +$375K +16,712 +79%
CBFP
32
Cedar Brook Financial Partners
Ohio
$739K +$253K +11,252 +45%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$736K -$27.5K -1,224 -3%
HAIM
34
Hunter Associates Investment Management
Pennsylvania
$706K +$367K +16,350 +89%
BAM
35
Belpointe Asset Management
Nevada
$612K +$272K +12,110 +68%
CFGS
36
Concourse Financial Group Securities
Alabama
$546K +$314 +14 +0.1%
SS
37
Sunbelt Securities
Texas
$536K +$88.8K +3,955 +18%
FHC
38
First Heartland Consultants
Missouri
$525K +$579K +25,790 New
AWS
39
Atria Wealth Solutions
New York
$524K +$369K +16,411 +176%
CWS
40
Confluence Wealth Services
Pennsylvania
$492K -$278K -12,363 -34%
BFS
41
Bard Financial Services
Connecticut
$443K +$281K +12,500 +135%
EFS
42
Essex Financial Services
Connecticut
$390K -$2.16K -96 -0.5%
CA
43
Cetera Advisors
Colorado
$351K +$387K +17,243 New
FFS
44
Founders Financial Securities
Maryland
$298K +$25.7K +1,144 +8%
CA
45
CapWealth Advisors
Tennessee
$291K +$29.1K +1,296 +10%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$271K -$44.9K -2,000 -13%
SWM
47
Silverlake Wealth Management
Vermont
$270K +$7.55K +336 +3%
CC
48
Cypress Capital
Tennessee
$261K +$288K +12,824 New
MWM
49
Meridian Wealth Management
Kentucky
$237K +$261K +11,615 New
RJT
50
Raymond James Trust
Florida
$232K +$256K +11,378 New