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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$20.7M +$6.17M +197,479 +44%
Jones Financial Companies
27
Jones Financial Companies
Missouri
$19M +$10.7M +342,375 +139%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$18.6M -$385K -12,325 -2%
PAG
29
Private Advisor Group
New Jersey
$15.7M +$3.75M +120,183 +33%
VFPI
30
Vantage Financial Partners (Illinois)
Illinois
$14.7M +$2.42M +77,427 +20%
ASN
31
Advisory Services Network
Georgia
$13.4M +$4.61M +147,676 +55%
DADC
32
D.A. Davidson & Co
Montana
$12.6M +$543K +17,397 +5%
SB
33
Strategic Blueprint
Georgia
$11.6M +$286K +9,170 +3%
BCI
34
Brinker Capital Investments
Pennsylvania
$11.3M +$607K +19,442 +6%
OPS
35
Orion Portfolio Solutions
Nebraska
$11.3M +$607K +19,442 +6%
Envestnet Portfolio Solutions
36
Envestnet Portfolio Solutions
Illinois
$11M +$883K +28,269 +9%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$10.7M +$1.41M +45,176 +16%
HI
38
Harbour Investments
Wisconsin
$10.3M -$122K -3,916 -1%
SS
39
Sunbelt Securities
Texas
$9.64M +$1.76M +56,477 +23%
AWS
40
Atria Wealth Solutions
New York
$9.27M +$1.02M +32,596 +13%
BB
41
Burford Brothers
Texas
$8.13M +$2.1M +67,386 +36%
P
42
&Partners
Tennessee
$8.13M +$232K +7,420 +3%
IPA
43
Investment Planning Advisors
Georgia
$7.95M +$7.7M +246,626 New
BFEC
44
Benjamin F. Edwards & Company
Missouri
$7.73M +$168K +5,385 +2%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$7.53M +$384K +12,284 +6%
FWS
46
FinDec Wealth Services
California
$7.33M -$293K -9,369 -4%
CSPIA
47
Cary Street Partners Investment Advisory
Virginia
$7.28M -$584K -18,712 -8%
EFS
48
Essex Financial Services
Connecticut
$7.06M +$3.06M +97,971 +80%
VA
49
Valmark Advisers
Ohio
$7M +$649K +20,793 +11%
OMC
50
Old Mission Capital
Illinois
$6.83M -$5.62M -179,945 -46%