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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$47.5M +$6.72M +166,798 +16%
NA
27
NewEdge Advisors
Louisiana
$43.6M +$4.28M +106,249 +10%
MHB
28
Midwest Heritage Bank
Iowa
$40.5M +$3.12M +77,383 +8%
KAS
29
Kestra Advisory Services
Texas
$39.6M +$4.74M +117,740 +13%
HIP
30
HUB Investment Partners
Texas
$39.5M -$4.47M -110,951 -10%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$38.9M +$10.2M +252,275 +33%
SFA
32
Souders Financial Advisors
Ohio
$38.3M +$1.19M +29,518 +3%
Bank of America
33
Bank of America
North Carolina
$37.6M +$5.91M +146,738 +18%
SOS
34
Silver Oak Securities
Tennessee
$36.1M +$3.26M +81,057 +9%
EH
35
Equitable Holdings
New York
$26.6M +$18.9M +468,150 +240%
BW
36
BIP Wealth
Georgia
$26.5M +$1.23M +30,635 +5%
VAS
37
Vestmark Advisory Solutions
Massachusetts
$24M +$4.57M +113,591 +22%
HAG
38
HighPoint Advisor Group
Illinois
$23M +$651K +16,174 +3%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$22.6M -$549K -13,625 -2%
DADC
40
D.A. Davidson & Co
Montana
$21.5M +$3.62M +89,831 +19%
AFA
41
AA Financial Advisors
Ohio
$20.6M +$4.5M +111,851 +26%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$20.3M -$7.13M -177,166 -25%
EWA
43
EverSource Wealth Advisors
Alabama
$19.1M +$1.23M +30,530 +7%
SIAS
44
Summit Investment Advisory Services
Minnesota
$18.5M -$10.2M -252,295 -34%
BPA
45
Beacon Pointe Advisors
California
$18.4M +$927K +23,033 +5%
Tudor Investment Corp
46
Tudor Investment Corp
Connecticut
$18.3M +$19M +471,148 +7,653%
BCI
47
Brinker Capital Investments
Pennsylvania
$17.9M +$921K +22,884 +5%
HI
48
Harbour Investments
Wisconsin
$17.6M -$1.87M -46,329 -9%
FFS
49
Forge Financial Services
Oklahoma
$16.7M -$153K -3,807 -0.9%
AIP
50
Ameritas Investment Partners
Nebraska
$16.3M -$1.39M -34,494 -8%