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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJT
76
Raymond James Trust
Florida
$270K
GRP
77
Global Retirement Partners
California
$269K +$233K +10,004 +783%
CC
78
Cypress Capital
Tennessee
$261K -$56.9K -2,438 -18%
DA
79
Detalus Advisors
Missouri
$258K -$587K -25,168 -70%
VA
80
Valmark Advisers
Ohio
$252K +$5.32K +228 +2%
WI
81
Wintrust Investments
Illinois
$239K +$2.08K +89 +0.9%
LA
82
Latitude Advisors
Florida
$238K +$234K +10,030 New
WP
83
WealthSource Partners
California
$237K +$234K +10,021 New
NWMG
84
National Wealth Management Group
Ohio
$229K +$1.96K +84 +0.9%
Creative Planning
85
Creative Planning
Kansas
$229K +$225K +9,655 New
TI
86
tru Independence
Oregon
$222K +$219K +9,378 New
CF
87
Centaurus Financial
California
$217K
BFA
88
Beacon Financial Advisory
Ohio
$213K +$210K +8,996 New
Cerity Partners
89
Cerity Partners
New York
$212K
WWM
90
Western Wealth Management
Colorado
$206K +$203K +8,715 New
H
91
HoyleCohen
California
$204K +$201K +8,599 New
HGERS
92
Householder Group Estate & Retirement Specialist
Arizona
$194K +$191K +8,169 New
TWM
93
Tradition Wealth Management
Minnesota
$119K +$117K +5,024 New
AF
94
Advisornet Financial
Minnesota
$112K -$4.67K -200 -4%
AF
95
Allworth Financial
California
$109K
PTC
96
Private Trust Company
Ohio
$94.8K
IA
97
IFP Advisors
Florida
$90.4K -$12.3K -526 -13%
CFD
98
Creative Financial Designs
Indiana
$68.3K
Morgan Stanley
99
Morgan Stanley
New York
$66.1K +$34.8K +1,492 +115%
IGWM
100
ICA Group Wealth Management
Colorado
$63.4K +$7.58K +325 +14%