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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIP
26
HUB Investment Partners
Texas
$24.8M +$1.35M +38,426 +6%
SIAS
27
Summit Investment Advisory Services
Minnesota
$22.1M +$964K +27,498 +5%
Wealth Enhancement Advisory Services
28
Wealth Enhancement Advisory Services
Minnesota
$21.6M +$1.89M +53,873 +10%
IPA
29
Investment Planning Advisors
Georgia
$18.2M +$9.57M +273,013 +111%
SB
30
Strategic Blueprint
Georgia
$18M +$3.34M +95,248 +23%
ASN
31
Advisory Services Network
Georgia
$16.7M +$2.18M +62,208 +15%
HI
32
Harbour Investments
Wisconsin
$15.2M +$1.65M +47,004 +12%
DADC
33
D.A. Davidson & Co
Montana
$15.2M +$778K +22,202 +5%
Envestnet Portfolio Solutions
34
Envestnet Portfolio Solutions
Illinois
$13.7M +$1.27M +36,363 +10%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$13.4M +$1.04M +29,737 +8%
VAS
36
Vestmark Advisory Solutions
Massachusetts
$13.3M +$934K +26,643 +8%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$12.8M +$1.55M +44,088 +14%
BCI
38
Brinker Capital Investments
Pennsylvania
$12.5M +$904K +25,786 +8%
OPS
39
Orion Portfolio Solutions
Nebraska
$12.5M +$904K +25,786 +8%
FFS
40
Forge Financial Services
Oklahoma
$12.5M +$12M +342,474 New
AWS
41
Atria Wealth Solutions
New York
$12.1M +$672K +19,180 +6%
BB
42
Burford Brothers
Texas
$11.9M +$974K +27,792 +9%
AFA
43
AA Financial Advisors
Ohio
$11.1M +$1.72M +48,951 +18%
BEI
44
Benjamin Edwards Inc
Missouri
$10.9M +$1.36M +38,913 +14%
Jane Street
45
Jane Street
New York
$10.5M +$1.69M +48,193 +19%
EW
46
Entruity Wealth
California
$10.1M +$10.2M +290,135 New
P
47
&Partners
Tennessee
$9.89M +$1.25M +35,629 +14%
DJSG
48
D.J. St. Germain
Massachusetts
$9.72M +$1.05M +29,838 +12%
VA
49
Valmark Advisers
Ohio
$9.62M +$1.5M +42,849 +18%
BAG
50
Bridgewealth Advisory Group
California
$9.31M +$990K +28,257 +12%