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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BPFA
51
Barnes Pettey Financial Advisors
Mississippi
$2.53M -$61.4K -2,368 -2%
MFG
52
Merit Financial Group
Georgia
$2.39M -$1.25M -48,096 -34%
Truist Financial
53
Truist Financial
North Carolina
$2.38M +$2.46M +94,967 New
EFS
54
Essex Financial Services
Connecticut
$2.14M +$472K +18,209 +27%
ACA
55
Aptus Capital Advisors
Alabama
$2.12M +$135K +5,210 +7%
BFG
56
Bleakley Financial Group
New Jersey
$1.84M +$63.3K +2,443 +3%
SS
57
Simplicity Solutions
Minnesota
$1.84M +$63.3K +2,443 +3%
CL
58
Choreo LLC
Illinois
$1.78M +$217K +8,387 +13%
SPC
59
Sigma Planning Corp
Michigan
$1.77M +$898K +34,635 +96%
SMC
60
Smith, Moore & Co
Missouri
$1.75M +$822K +31,701 +83%
OW
61
Olistico Wealth
Oklahoma
$1.71M
PFG
62
Prosperity Financial Group
California
$1.66M +$1.71M +66,008 New
CA
63
Continuum Advisory
Idaho
$1.47M +$653K +25,200 +75%
NS
64
NBC Securities
Alabama
$1.47M +$1.52M +58,550 New
CAL
65
Capital Analysts LLC
Pennsylvania
$1.44M +$1.48M +57,223 New
CBFP
66
Cedar Brook Financial Partners
Ohio
$1.4M +$4.61K +178 +0.3%
AFG
67
AFS Financial Group
Maryland
$1.37M +$1.41M +54,473 New
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$1.31M +$298K +11,477 +28%
AAS
69
Ameritas Advisory Services
Nebraska
$1.21M +$681K +26,267 +121%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1.17M +$918K +35,414 +317%
PAS
71
Park Avenue Securities
New York
$1.02M +$1.06M +40,713 New
CFGS
72
Concourse Financial Group Securities
Alabama
$990K +$202K +7,791 +25%
LWM
73
Lodestone Wealth Management
Washington
$924K +$341K +13,151 +56%
FFS
74
Founders Financial Securities
Maryland
$908K +$155K +5,972 +20%
KAS
75
KPP Advisory Services
Kentucky
$844K +$872K +33,629 New