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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Challenger Wealth Management
California
$10.1M +$672K +19,741 +8%
BAG
52
Bridgewealth Advisory Group
California
$9.87M +$2.78M +81,638 +44%
PS
53
Principal Securities
Iowa
$9.87M +$1.63M +47,944 +22%
EFS
54
Essex Financial Services
Connecticut
$9.85M -$27.5K -806 -0.3%
VA
55
VestGen Advisors
Illinois
$9.77M +$408K +11,986 +5%
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$9.76M +$1.02M +29,854 +13%
AF
57
Affiance Financial
Minnesota
$9.69M -$7.78M -228,481 -47%
KWM
58
Kingsview Wealth Management
Oregon
$9.36M +$1.92M +56,373 +29%
CSP
59
Cary Street Partners
Virginia
$9.35M -$10.1M -296,407 -54%
SI
60
Stephens Inc
Arkansas
$8.57M +$940K +27,595 +13%
SS
61
Sunbelt Securities
Texas
$8.43M +$265K +7,782 +3%
CWMS
62
Cannon Wealth Management Services
North Carolina
$8.23M +$454K +13,334 +6%
Envestnet Portfolio Solutions
63
Envestnet Portfolio Solutions
Illinois
$8.17M -$3.39M -99,612 -31%
MA
64
Mutual Advisors
Nebraska
$7.45M +$1.61M +47,253 +32%
GVAG
65
Great Valley Advisor Group
Delaware
$7.2M +$1.29M +37,844 +24%
Truist Financial
66
Truist Financial
North Carolina
$6.89M +$516K +15,138 +9%
SWP
67
Sagespring Wealth Partners
Tennessee
$6.85M +$476K +13,964 +8%
DAS
68
Dynamic Advisor Solutions
Arizona
$6.8M -$907K -26,616 -13%
GKWIM
69
Gerber Kawasaki Wealth & Investment Management
California
$6.68M +$311K +9,130 +5%
NS
70
NBC Securities
Alabama
$6.49M +$445K +13,068 +8%
SAM
71
Smartleaf Asset Management
Massachusetts
$6.25M +$824K +24,177 +17%
Jane Street
72
Jane Street
New York
$5.91M +$567K +16,646 +12%
William Blair & Company
73
William Blair & Company
Illinois
$5.89M +$129K +3,795 +2%
SMC
74
Smith, Moore & Co
Missouri
$5.67M -$850K -24,947 -14%
FFS
75
Founders Financial Securities
Maryland
$5.39M +$445K +13,078 +10%