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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CSP
51
Cary Street Partners
Virginia
$9.02M +$9.04M +257,903 New
SS
52
Sunbelt Securities
Texas
$8.45M -$225K -6,421 -3%
IAA
53
Independent Advisor Alliance
North Carolina
$8.38M +$8.4M +239,737 New
EFS
54
Essex Financial Services
Connecticut
$8.29M +$512K +14,620 +7%
EWA
55
EverSource Wealth Advisors
Alabama
$8.27M +$7.42M +211,571 +848%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$8.17M +$126K +3,590 +2%
PS
57
Principal Securities
Iowa
$7.67M +$1.04M +29,553 +16%
SWP
58
Sagespring Wealth Partners
Tennessee
$7.6M +$7.62M +217,275 New
CWMS
59
Cannon Wealth Management Services
North Carolina
$7.17M +$2.34M +66,852 +51%
DAS
60
Dynamic Advisor Solutions
Arizona
$6.79M -$92.9K -2,650 -1%
SMC
61
Smith, Moore & Co
Missouri
$6.77M -$39.1K -1,117 -0.6%
FWS
62
FinDec Wealth Services
California
$6.42M -$1.59M -45,269 -20%
CFD
63
Creative Financial Designs
Indiana
$6.37M -$841 -24 -0%
CWM
64
Challenger Wealth Management
California
$6.26M +$6.27M +178,870 New
GKWIM
65
Gerber Kawasaki Wealth & Investment Management
California
$5.94M +$109K +3,108 +2%
William Blair & Company
66
William Blair & Company
Illinois
$5.19M -$116K -3,307 -2%
Ameriprise
67
Ameriprise
Minnesota
$5.14M +$5.15M +146,928 New
CCP
68
Cushing Capital Partners
Wisconsin
$4.96M +$4.97M +141,830 New
Truist Financial
69
Truist Financial
North Carolina
$4.92M +$772K +22,033 +19%
SAM
70
Smartleaf Asset Management
Massachusetts
$4.55M +$504K +14,367 +12%
TCG
71
Transcendent Capital Group
Oklahoma
$4.52M +$264K +7,522 +6%
Bank of America
72
Bank of America
North Carolina
$4.52M -$36.5M -1,042,216 -89%
CA
73
Continuum Advisory
Idaho
$4.34M +$64.2K +1,833 +1%
CFGS
74
Concourse Financial Group Securities
Alabama
$3.92M +$71.1K +2,029 +2%
FFS
75
Founders Financial Securities
Maryland
$3.84M +$156K +4,463 +4%