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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VA
76
Valmark Advisers
Ohio
$419K +$139K +5,678 +53%
HAS
77
HBW Advisory Services
California
$415K +$116K +4,730 +41%
NFG
78
Nations Financial Group
Iowa
$397K -$72.3K -2,959 -16%
EWA
79
EverSource Wealth Advisors
Alabama
$395K +$10.9K +445 +3%
Capital International Investors
80
Capital International Investors
California
$385K
SWM
81
Silverlake Wealth Management
Vermont
$382K -$611 -25 -0.2%
CCA
82
Cravens & Co Advisors
Tennessee
$370K -$12.3K -505 -3%
GRP
83
Global Retirement Partners
California
$349K +$56.5K +2,313 +21%
AFM
84
Armstrong Fleming & Moore
District of Columbia
$348K +$331K +13,561 New
BTWM
85
Baker Tilly Wealth Management
Wisconsin
$346K -$22K -900 -6%
CA
86
CapWealth Advisors
Tennessee
$330K -$19.1K -782 -6%
CFA
87
CWS Financial Advisors
Michigan
$327K +$311K +12,746 New
BFA
88
Beacon Financial Advisory
Ohio
$313K +$77.9K +3,189 +35%
MSAM
89
Moloney Securities Asset Management
Missouri
$306K +$291K +11,898 New
WP
90
WealthSource Partners
California
$297K +$38K +1,558 +16%
RJT
91
Raymond James Trust
Florida
$292K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$287K +$273K +11,160 New
CC
93
Cypress Capital
Tennessee
$286K +$2.39K +98 +0.9%
Cerity Partners
94
Cerity Partners
New York
$279K +$46.8K +1,915 +21%
PFGIA
95
Patriot Financial Group Insurance Agency
Massachusetts
$276K +$263K +10,753 New
Creative Planning
96
Creative Planning
Kansas
$272K +$22.5K +921 +10%
LA
97
Latitude Advisors
Florida
$258K
NWMG
98
National Wealth Management Group
Ohio
$250K
TI
99
tru Independence
Oregon
$248K +$6.4K +262 +3%
IAG
100
Investmark Advisory Group
Connecticut
$237K +$225K +9,225 New