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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Procyon Advisors
Connecticut
$2.85M +$114K +5,146 +4%
DADC
27
D.A. Davidson & Co
Montana
$2.65M +$464K +20,891 +22%
Wells Fargo
28
Wells Fargo
California
$2.6M +$2.58M +115,923 New
RLKPA
29
Robbie L. Kennerson P.A.
Florida
$2.16M +$2.13M +95,992 New
CSPIA
30
Cary Street Partners Investment Advisory
Virginia
$2.07M +$88.3K +3,976 +5%
UBS Group
31
UBS Group
Switzerland
$1.99M +$1.02M +46,013 +108%
BPFA
32
Barnes Pettey Financial Advisors
Mississippi
$1.99M +$1.96M +88,445 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$1.39M +$1.38M +62,018 New
BFEC
34
Benjamin F. Edwards & Company
Missouri
$1.34M +$524K +23,601 +65%
CBFP
35
Cedar Brook Financial Partners
Ohio
$1.1M +$283K +12,739 +35%
AAS
36
Ameritas Advisory Services
Nebraska
$971K +$960K +43,230 New
SPC
37
Sigma Planning Corp
Michigan
$916K +$63.5K +2,859 +8%
HAIM
38
Hunter Associates Investment Management
Pennsylvania
$905K +$127K +5,735 +17%
DA
39
Detalus Advisors
Missouri
$810K +$801K +36,065 New
AWS
40
Atria Wealth Solutions
New York
$773K +$193K +8,669 +34%
SS
41
Sunbelt Securities
Texas
$718K +$127K +5,697 +22%
BAM
42
Belpointe Asset Management
Nevada
$717K +$42.2K +1,900 +6%
CFGS
43
Concourse Financial Group Securities
Alabama
$695K +$92.2K +4,151 +15%
BFS
44
Bard Financial Services
Connecticut
$693K +$203K +9,125 +42%
EFS
45
Essex Financial Services
Connecticut
$690K +$258K +11,627 +61%
TA
46
TKG Advisors
Indiana
$659K +$652K +29,350 New
FHC
47
First Heartland Consultants
Missouri
$579K
1WA
48
180 Wealth Advisors
Washington
$476K +$445K +20,038 New
Capital International Investors
49
Capital International Investors
California
$449K -$444K -20,000 -50%
GKWIM
50
Gerber Kawasaki Wealth & Investment Management
California
$416K +$411K +18,510 New