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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
IPA
51
Investment Planning Advisors
Georgia
$14.3M +$407K +10,201 +3%
BB
52
Burford Brothers
Texas
$14.3M +$431K +10,801 +3%
EW
53
Entruity Wealth
California
$13.3M +$108K +2,711 +0.8%
BAG
54
Bridgewealth Advisory Group
California
$13.3M +$1.41M +35,260 +12%
SB
55
Strategic Blueprint
Georgia
$12.7M -$21.9M -549,412 -64%
JP Morgan Chase
56
JP Morgan Chase
New York
$12.5M +$992K +24,837 +9%
PS
57
Principal Securities
Iowa
$11.7M +$1.88M +47,011 +19%
MBC
58
Michael Brady & Co
Ohio
$11.7M +$11.6M +291,024 New
VWM
59
Vigil Wealth Management
Florida
$11.7M +$11.6M +289,777 New
KWA
60
Kingswood Wealth Advisors
California
$11.4M +$8.79M +220,068 +349%
SI
61
Stephens Inc
Arkansas
$11M +$693K +17,360 +7%
JDLA
62
J. Derek Lewis & Associates
California
$10.9M +$10.9M +272,179 New
CWM
63
Challenger Wealth Management
California
$10.7M +$47.3K +1,184 +0.4%
Truist Financial
64
Truist Financial
North Carolina
$10.7M +$1.5M +37,589 +17%
DJSG
65
D.J. St. Germain
Massachusetts
$10.3M -$1.5M -37,590 -13%
CSP
66
Cary Street Partners
Virginia
$10.1M +$69.9K +1,751 +0.7%
EFS
67
Essex Financial Services
Connecticut
$10.1M -$608K -15,217 -6%
GCWM
68
Guided Capital Wealth Management
Texas
$9.82M +$9.74M +243,980 New
Natixis Advisors
69
Natixis Advisors
Massachusetts
$9.31M +$1.98M +49,607 +27%
AWM
70
Apollon Wealth Management
South Carolina
$9.11M +$982K +24,594 +12%
MA
71
Mutual Advisors
Nebraska
$8.95M +$418K +10,459 +5%
SS
72
Sunbelt Securities
Texas
$8.9M -$45.5K -1,139 -0.5%
GVAG
73
Great Valley Advisor Group
Delaware
$8.81M +$357K +8,947 +4%
Envestnet Portfolio Solutions
74
Envestnet Portfolio Solutions
Illinois
$8.69M +$1.19M +29,735 +16%
SAM
75
Smartleaf Asset Management
Massachusetts
$8.53M +$619K +15,513 +8%