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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
26
Souders Financial Advisors
Ohio
$25.6M -$223K -6,753 -0.9%
UBS Group
27
UBS Group
Switzerland
$24.9M +$1.95M +58,896 +9%
HIP
28
HUB Investment Partners
Texas
$23M -$3.07M -92,864 -12%
SIAS
29
Summit Investment Advisory Services
Minnesota
$20.7M +$19.9M +603,469 New
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$19.3M -$439K -13,277 -2%
SB
31
Strategic Blueprint
Georgia
$14.4M +$1.96M +59,433 +16%
DADC
32
D.A. Davidson & Co
Montana
$14.1M +$657K +19,894 +5%
ASN
33
Advisory Services Network
Georgia
$13.4M
HI
34
Harbour Investments
Wisconsin
$13.3M +$2.24M +67,765 +21%
Envestnet Portfolio Solutions
35
Envestnet Portfolio Solutions
Illinois
$12.2M +$513K +15,520 +5%
VAS
36
Vestmark Advisory Solutions
Massachusetts
$12.1M +$753K +22,805 +7%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$12.1M +$11.6M +352,648 New
BCI
38
Brinker Capital Investments
Pennsylvania
$11.3M -$648K -19,621 -6%
OPS
39
Orion Portfolio Solutions
Nebraska
$11.3M -$648K -19,621 -6%
AWS
40
Atria Wealth Solutions
New York
$11.2M +$1.34M +40,569 +14%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$11.1M -$17M -515,882 -62%
BB
42
Burford Brothers
Texas
$10.7M +$2.03M +61,380 +24%
BEI
43
Benjamin Edwards Inc
Missouri
$9.36M +$9.02M +272,971 New
AFA
44
AA Financial Advisors
Ohio
$9.17M +$2.49M +75,449 +39%
Jane Street
45
Jane Street
New York
$8.62M +$5.15M +155,930 +163%
CSPIA
46
Cary Street Partners Investment Advisory
Virginia
$8.52M +$749K +22,672 +10%
DJSG
47
D.J. St. Germain
Massachusetts
$8.51M +$1.67M +50,618 +26%
SS
48
Sunbelt Securities
Texas
$8.48M -$1.71M -51,652 -17%
P
49
&Partners
Tennessee
$8.46M -$179K -5,417 -2%
VA
50
Valmark Advisers
Ohio
$7.96M +$505K +15,300 +7%