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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$41.4M +$5.46M +136,788 +15%
MHB
27
Midwest Heritage Bank
Iowa
$39.3M -$31.9K -798 -0.1%
SFA
28
Souders Financial Advisors
Ohio
$38.9M +$1.52M +38,084 +4%
KAS
29
Kestra Advisory Services
Texas
$36.7M -$6.6M -165,377 -15%
SOS
30
Silver Oak Securities
Tennessee
$34.8M +$34.3M +858,085 New
Bank of America
31
Bank of America
North Carolina
$33.4M +$7.97M +199,517 +32%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$30.6M +$5.66M +141,621 +23%
SIAS
33
Summit Investment Advisory Services
Minnesota
$29.6M +$1.23M +30,892 +4%
BEI
34
Benjamin Edwards Inc
Missouri
$29.4M +$5.29M +132,420 +22%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$28.7M +$571K +14,294 +2%
VA
36
Valmark Advisers
Ohio
$26.8M +$7.46M +186,768 +39%
BW
37
BIP Wealth
Georgia
$26.5M +$26.1M +654,460 +12,313%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$24.2M +$108K +2,705 +0.5%
HAG
39
HighPoint Advisor Group
Illinois
$23.4M +$23.3M +582,525 New
VAS
40
Vestmark Advisory Solutions
Massachusetts
$20.5M +$1.97M +49,244 +11%
HI
41
Harbour Investments
Wisconsin
$20.3M +$1.87M +46,912 +10%
DADC
42
D.A. Davidson & Co
Montana
$18.9M +$837K +20,951 +5%
EWA
43
EverSource Wealth Advisors
Alabama
$18.7M +$1.4M +35,027 +8%
AIP
44
Ameritas Investment Partners
Nebraska
$18.5M +$1.02M +25,658 +6%
BPA
45
Beacon Pointe Advisors
California
$18.4M +$154K +3,849 +0.9%
BCI
46
Brinker Capital Investments
Pennsylvania
$17.8M +$1.25M +31,362 +8%
FFS
47
Forge Financial Services
Oklahoma
$17.7M +$522K +13,067 +3%
AFA
48
AA Financial Advisors
Ohio
$17.1M +$920K +23,038 +6%
IA
49
IFP Advisors
Florida
$16.5M +$519K +13,008 +3%
EA
50
Ergawealth Advisors
Illinois
$15.9M +$9.15M +229,170 +138%