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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PFS
76
Prospera Financial Services
Texas
$838K +$206K +7,948 +31%
OIA
77
OneDigital Investment Advisors
Kansas
$783K +$198K +7,641 +32%
WI
78
Wintrust Investments
Illinois
$727K +$66.7K +2,575 +10%
1WA
79
180 Wealth Advisors
Washington
$703K +$19.5K +754 +3%
LF
80
Lantz Financial
Illinois
$678K +$102K +3,934 +17%
FHC
81
First Heartland Consultants
Missouri
$648K
TA
82
TKG Advisors
Indiana
$631K +$22.4K +866 +4%
BAM
83
Belpointe Asset Management
Nevada
$626K +$25.9K +1,000 +4%
Jones Financial Companies
84
Jones Financial Companies
Missouri
$622K +$642K +24,763 New
EWA
85
EverSource Wealth Advisors
Alabama
$550K +$169K +6,514 +42%
CFA
86
CWS Financial Advisors
Michigan
$534K +$221K +8,514 +67%
BTWM
87
Baker Tilly Wealth Management
Wisconsin
$533K +$201K +7,740 +57%
OC
88
Oppenheimer & Co
New York
$513K +$31.1K +1,200 +6%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$507K +$524K +20,207 New
MWM
90
Meridian Wealth Management
Kentucky
$504K +$73.8K +2,847 +17%
WIC
91
Woodmont Investment Counsel
Tennessee
$484K +$500K +19,294 New
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$484K +$2.02K +78 +0.4%
Creative Planning
93
Creative Planning
Kansas
$474K +$215K +8,313 +79%
SN
94
Sittner & Nelson
Oregon
$459K
HAIM
95
Hunter Associates Investment Management
Pennsylvania
$450K
AG
96
Ascent Group
Virginia
$442K +$446K +17,212 New
NFG
97
Nations Financial Group
Iowa
$438K +$51.9K +2,002 +13%
BFA
98
Bill Few Associates
Pennsylvania
$416K -$5.83K -225 -1%
VA
99
Valmark Advisers
Ohio
$415K +$5.65K +218 +1%
Capital International Investors
100
Capital International Investors
California
$411K +$35.8K +1,382 +9%