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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
76
Cerity Partners
New York
$201K +$199K +8,956 New
PFS
77
Prospera Financial Services
Texas
$200K -$38.5K -1,731 -16%
NA
78
NewEdge Advisors
Louisiana
$164K +$913K +41,112 +63%
DJSG
79
D.J. St. Germain
Massachusetts
$121K +$119K +5,367 New
AF
80
Advisornet Financial
Minnesota
$110K +$72.5K +3,265 +198%
IA
81
IFP Advisors
Florida
$104K +$28.3K +1,275 +44%
AF
82
Allworth Financial
California
$103K +$89.7K +4,039 +741%
Rockefeller Capital Management
83
Rockefeller Capital Management
New York
$90K +$45K +2,024 +101%
PTC
84
Private Trust Company
Ohio
$90K +$88.9K +4,000 New
CFD
85
Creative Financial Designs
Indiana
$64.7K +$7.69K +346 +14%
IGWM
86
ICA Group Wealth Management
Colorado
$52.8K +$52.2K +2,350 New
FP
87
Financial Perspectives
Minnesota
$34.4K +$34K +1,531 New
Morgan Stanley
88
Morgan Stanley
New York
$29.2K +$28.9K +1,300 New
GRP
89
Global Retirement Partners
California
$28.7K +$28.4K +1,278 New
LFG
90
Larson Financial Group
Missouri
$23.2K
AF
91
Affiance Financial
Minnesota
$20.2K +$20K +900 New
BC
92
Barrett & Company
Rhode Island
$13.1K
WWP
93
WR Wealth Planners
Missouri
$9.84K +$9.73K +438 New
Fidelity Investments
94
Fidelity Investments
Massachusetts
$562 +$555 +25 New
CII
95
Capital International Inc
California
-$12.6M -616,857 Closed
OMC
96
Old Mission Capital
Illinois
-$2.23M -109,690 Closed
Mariner
97
Mariner
Kansas
-$963K -47,238 Closed
CWS
98
Confluence Wealth Services
Pennsylvania
-$492K -24,160 Closed
CAPTRUST Financial Advisors
99
CAPTRUST Financial Advisors
North Carolina
-$271K -13,316 Closed
CAL
100
Capital Analysts LLC
Pennsylvania
-$56K -2,750 Closed