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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CFD
76
Creative Financial Designs
Indiana
$5.36M -$2.11M -61,919 -30%
IWC
77
Integrated Wealth Concepts
Massachusetts
$5.26M +$1.06M +31,212 +28%
GWM
78
Geneos Wealth Management
Colorado
$5.19M +$4.54M +133,134 +1,807%
TCG
79
Transcendent Capital Group
Oklahoma
$5.17M +$51.1K +1,501 +1%
HighTower Advisors
80
HighTower Advisors
Illinois
$5.15M +$761K +22,352 +19%
EH
81
Equitable Holdings
New York
$5.12M +$2.93M +85,870 +162%
Natixis Advisors
82
Natixis Advisors
Massachusetts
$5.11M +$683K +20,049 +17%
CF
83
Centaurus Financial
California
$5.05M +$780K +22,907 +20%
CCP
84
Cushing Capital Partners
Wisconsin
$4.89M -$43.5K -1,277 -1%
AGP
85
Aspire Growth Partners
Florida
$4.71M +$596K +17,482 +16%
SA
86
Sovran Advisors
California
$4.65M +$904K +26,534 +27%
MFG
87
Merit Financial Group
Georgia
$4.51M +$601K +17,645 +17%
TFS
88
Thoroughbred Financial Services
Tennessee
$4.5M +$421K +12,372 +11%
PFS
89
Prospera Financial Services
Texas
$4.41M +$410K +12,046 +11%
CCFM
90
Clear Creek Financial Management
Washington
$4.39M +$257K +7,554 +7%
BPA
91
Beacon Pointe Advisors
California
$4.29M +$3.95M +116,048 New
AAS
92
Avantax Advisory Services
Texas
$4.27M +$747K +21,942 +23%
BFG
93
Berger Financial Group
Minnesota
$4.25M -$294K -8,639 -7%
CA
94
Continuum Advisory
Idaho
$4.15M -$277K -8,135 -7%
ASN
95
Advisory Services Network
Georgia
$4.14M -$1.34M -39,341 -27%
PAS
96
Park Avenue Securities
New York
$4.04M +$372K +10,935 +11%
PA
97
PFG Advisors
Arizona
$4.03M +$18.8K +551 +0.5%
VF
98
Virtu Financial
New York
$4.02M +$3.7M +108,747 New
AIFS
99
A&I Financial Services
Colorado
$3.99M +$541K +15,884 +17%
EPW
100
Endeavor Private Wealth
Kansas
$3.91M +$925K +27,164 +35%