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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
51
Bard Financial Services
Connecticut
$1.1M +$94.6K +3,875 +10%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$1.05M +$998K +40,856 New
SMC
53
Smith, Moore & Co
Missouri
$977K +$481K +19,705 +108%
SPC
54
Sigma Planning Corp
Michigan
$922K -$108K -4,430 -11%
CA
55
Continuum Advisory
Idaho
$858K +$816K +33,427 New
CFGS
56
Concourse Financial Group Securities
Alabama
$812K -$33.3K -1,362 -4%
FFS
57
Founders Financial Securities
Maryland
$776K +$146K +5,972 +25%
OMC
58
Old Mission Capital
Illinois
$755K +$718K +29,403 New
1WA
59
180 Wealth Advisors
Washington
$699K +$113K +4,611 +20%
WI
60
Wintrust Investments
Illinois
$677K +$397K +16,268 +161%
HI
61
Harbour Investments
Wisconsin
$667K +$73.4K +3,006 +13%
FHC
62
First Heartland Consultants
Missouri
$662K
PFS
63
Prospera Financial Services
Texas
$653K +$621K +25,441 New
TA
64
TKG Advisors
Indiana
$623K -$93.6K -3,832 -14%
BAM
65
Belpointe Asset Management
Nevada
$615K -$341K -13,945 -37%
LWM
66
Lodestone Wealth Management
Washington
$607K +$577K +23,628 New
OIA
67
OneDigital Investment Advisors
Kansas
$605K +$575K +23,548 New
LF
68
Lantz Financial
Illinois
$593K +$92.5K +3,788 +20%
AAS
69
Ameritas Advisory Services
Nebraska
$550K -$45.6K -1,866 -8%
OC
70
Oppenheimer & Co
New York
$494K +$161K +6,600 +52%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$493K +$42.4K +1,736 +10%
SN
72
Sittner & Nelson
Oregon
$469K
HAIM
73
Hunter Associates Investment Management
Pennsylvania
$460K -$195K -8,000 -31%
MWM
74
Meridian Wealth Management
Kentucky
$442K +$78.1K +3,198 +23%
BFA
75
Bill Few Associates
Pennsylvania
$431K -$2.08K -85 -0.5%