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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPA
51
Investment Planning Advisors
Georgia
$7.95M
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$7.89M -$112K -3,405 -1%
FWS
53
FinDec Wealth Services
California
$7.84M +$47.8K +1,448 +0.6%
BAG
54
Bridgewealth Advisory Group
California
$7.79M +$1.07M +32,521 +17%
EFS
55
Essex Financial Services
Connecticut
$7.73M +$46.7K +1,414 +0.6%
DAS
56
Dynamic Advisor Solutions
Arizona
$6.75M +$379K +11,460 +6%
SMC
57
Smith, Moore & Co
Missouri
$6.67M +$125K +3,782 +2%
PS
58
Principal Securities
Iowa
$6.5M +$602K +18,226 +11%
CFD
59
Creative Financial Designs
Indiana
$6.24M +$88.8K +2,687 +1%
GKWIM
60
Gerber Kawasaki Wealth & Investment Management
California
$5.72M +$5.29K +160 +0.1%
William Blair & Company
61
William Blair & Company
Illinois
$5.21M +$629K +19,037 +14%
OMC
62
Old Mission Capital
Illinois
$4.81M -$2.37M -71,606 -34%
NS
63
NBC Securities
Alabama
$4.54M +$565K +17,111 +15%
CWMS
64
Cannon Wealth Management Services
North Carolina
$4.51M +$4.34M +131,452 New
CA
65
Continuum Advisory
Idaho
$4.3M -$149K -4,501 -4%
TCG
66
Transcendent Capital Group
Oklahoma
$4.17M +$3.6M +109,063 +866%
Truist Financial
67
Truist Financial
North Carolina
$4.07M +$478K +14,457 +14%
WWM
68
Western Wealth Management
Colorado
$3.99M +$3.27M +98,901 +562%
SAM
69
Smartleaf Asset Management
Massachusetts
$3.95M +$3.81M +115,221 New
CFGS
70
Concourse Financial Group Securities
Alabama
$3.67M +$383K +11,603 +12%
FFS
71
Founders Financial Securities
Maryland
$3.61M +$150K +4,551 +5%
BPFA
72
Barnes Pettey Financial Advisors
Mississippi
$3.45M -$39.6K -1,200 -1%
HighTower Advisors
73
HighTower Advisors
Illinois
$3.25M +$291K +8,818 +10%
CCFM
74
Clear Creek Financial Management
Washington
$3.02M +$206K +6,244 +8%
GSC
75
G&S Capital
Colorado
$2.8M -$66.6K -2,017 -2%