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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$38.5M +$4.83M +125,897 +15%
AssetMark Inc
27
AssetMark Inc
California
$37.8M +$3.95M +102,872 +12%
SFA
28
Souders Financial Advisors
Ohio
$36.7M -$166K -4,327 -0.5%
NA
29
NewEdge Advisors
Louisiana
$35.3M +$2.53M +65,948 +8%
SB
30
Strategic Blueprint
Georgia
$34.2M +$8.33M +217,061 +34%
SIAS
31
Summit Investment Advisory Services
Minnesota
$27.8M +$1.26M +32,736 +5%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$27.3M +$463K +12,061 +2%
Bank of America
33
Bank of America
North Carolina
$25M +$6.36M +165,725 +36%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$24.5M +$2.69M +70,007 +13%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$23.7M +$719K +18,718 +3%
BEI
36
Benjamin Edwards Inc
Missouri
$23.7M +$4.95M +129,020 +27%
P
37
&Partners
Tennessee
$21.5M +$3.37M +87,747 +19%
VA
38
Valmark Advisers
Ohio
$18.9M +$2.91M +75,660 +19%
VAS
39
Vestmark Advisory Solutions
Massachusetts
$18.2M -$14.9M -388,587 -46%
HI
40
Harbour Investments
Wisconsin
$18.1M +$1.77M +46,116 +11%
BPA
41
Beacon Pointe Advisors
California
$17.9M +$12.9M +336,747 +290%
DADC
42
D.A. Davidson & Co
Montana
$17.7M +$173K +4,510 +1%
AIP
43
Ameritas Investment Partners
Nebraska
$17.1M +$16.6M +433,015 New
EWA
44
EverSource Wealth Advisors
Alabama
$17M +$1.82M +47,448 +12%
FFS
45
Forge Financial Services
Oklahoma
$17M +$1.4M +36,511 +9%
BCI
46
Brinker Capital Investments
Pennsylvania
$16.2M -$15.8K -412 -0.1%
AFA
47
AA Financial Advisors
Ohio
$15.9M +$766K +19,962 +5%
IA
48
IFP Advisors
Florida
$15.7M +$665K +17,322 +5%
IPA
49
Investment Planning Advisors
Georgia
$13.6M -$17M -443,185 -56%
BB
50
Burford Brothers
Texas
$13.6M +$409K +10,645 +3%