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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
51
Hunter Associates Investment Management
Pennsylvania
$614K -$337K -14,435 -36%
FHC
52
First Heartland Consultants
Missouri
$611K
FFS
53
Founders Financial Securities
Maryland
$574K +$219K +9,378 +63%
AAS
54
Ameritas Advisory Services
Nebraska
$558K -$460K -19,710 -46%
HI
55
Harbour Investments
Wisconsin
$544K +$113K +4,852 +27%
1WA
56
180 Wealth Advisors
Washington
$536K +$60.5K +2,594 +13%
SPIA
57
Steward Partners Investment Advisory
New York
$525K +$112K +4,805 +28%
LF
58
Lantz Financial
Illinois
$457K +$223K +9,550 +98%
GKWIM
59
Gerber Kawasaki Wealth & Investment Management
California
$453K +$14K +600 +3%
NFG
60
Nations Financial Group
Iowa
$436K +$181K +7,760 +73%
SMC
61
Smith, Moore & Co
Missouri
$434K +$427K +18,325 New
SN
62
Sittner & Nelson
Oregon
$433K
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$414K +$27.1K +1,160 +7%
BFA
64
Bill Few Associates
Pennsylvania
$400K +$30.8K +1,320 +8%
BFG
65
Bleakley Financial Group
New Jersey
$393K
SS
66
Simplicity Solutions
Minnesota
$393K +$387K +16,605 New
Capital International Investors
67
Capital International Investors
California
$355K -$117K -5,000 -25%
EWA
68
EverSource Wealth Advisors
Alabama
$354K +$12.8K +550 +4%
SWM
69
Silverlake Wealth Management
Vermont
$353K +$18.8K +805 +6%
CCA
70
Cravens & Co Advisors
Tennessee
$353K -$20.2K -867 -5%
BTWM
71
Baker Tilly Wealth Management
Wisconsin
$341K +$86.8K +3,720 +35%
MWM
72
Meridian Wealth Management
Kentucky
$332K +$8.3K +356 +3%
CA
73
CapWealth Advisors
Tennessee
$323K -$1.61K -69 -0.5%
OC
74
Oppenheimer & Co
New York
$299K +$26.2K +1,125 +10%
HAS
75
HBW Advisory Services
California
$271K +$266K +11,424 New