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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HIP
26
HUB Investment Partners
Texas
$23.4M -$377K -10,734 -2%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$22.8M +$2.27M +64,745 +11%
IPA
28
Investment Planning Advisors
Georgia
$21.8M +$4.66M +132,736 +26%
SIAS
29
Summit Investment Advisory Services
Minnesota
$21.2M +$103K +2,924 +0.5%
SB
30
Strategic Blueprint
Georgia
$19.9M +$2.83M +80,463 +16%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$18.7M +$6.78M +193,050 +53%
CSP
32
Cary Street Partners
Virginia
$18.4M +$10.2M +291,737 +113%
AF
33
Affiance Financial
Minnesota
$16.4M +$17.2M +490,885 New
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$14.8M +$2.16M +61,427 +16%
DADC
35
D.A. Davidson & Co
Montana
$14.5M +$32K +911 +0.2%
HI
36
Harbour Investments
Wisconsin
$13.7M -$860K -24,466 -6%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$13.5M +$889K +25,311 +7%
BCI
38
Brinker Capital Investments
Pennsylvania
$13.5M +$1.63M +46,340 +13%
OPS
39
Orion Portfolio Solutions
Nebraska
$13.5M +$1.63M +46,340 +13%
OMC
40
Old Mission Capital
Illinois
$12.8M +$13.5M +384,014 New
AFA
41
AA Financial Advisors
Ohio
$12.8M +$2.34M +66,733 +21%
VA
42
Valmark Advisers
Ohio
$12.6M +$3.58M +101,787 +37%
P
43
&Partners
Tennessee
$12.5M +$3.3M +93,947 +33%
BEI
44
Benjamin Edwards Inc
Missouri
$12.3M +$2M +57,036 +18%
FFS
45
Forge Financial Services
Oklahoma
$12.1M +$697K +19,837 +6%
AWS
46
Atria Wealth Solutions
New York
$12.1M +$469K +13,352 +4%
IA
47
IFP Advisors
Florida
$11.5M +$12M +341,153 +10,927%
BB
48
Burford Brothers
Texas
$11.4M -$36.3K -1,032 -0.3%
EWA
49
EverSource Wealth Advisors
Alabama
$10.8M +$3.01M +85,637 +36%
Envestnet Portfolio Solutions
50
Envestnet Portfolio Solutions
Illinois
$10.7M -$2.49M -70,736 -18%