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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
76
Sagespring Wealth Partners
Tennessee
$8.53M +$788K +19,723 +10%
CIA
77
Concurrent Investment Advisors
Florida
$7.92M +$3.12M +78,161 +66%
EH
78
Equitable Holdings
New York
$7.85M +$1.07M +26,702 +16%
HighTower Advisors
79
HighTower Advisors
Illinois
$7.79M +$878K +21,997 +13%
GKWIM
80
Gerber Kawasaki Wealth & Investment Management
California
$7.72M +$167K +4,192 +2%
CWMS
81
Cannon Wealth Management Services
North Carolina
$7.61M -$1.61M -40,331 -18%
FFS
82
Founders Financial Securities
Maryland
$7.21M +$1.17M +29,281 +20%
William Blair & Company
83
William Blair & Company
Illinois
$6.7M +$200K +5,003 +3%
IWC
84
Integrated Wealth Concepts
Massachusetts
$6.49M +$519K +12,999 +9%
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$6.37M -$4.52M -113,170 -42%
CFD
86
Creative Financial Designs
Indiana
$6.2M +$30.1K +755 +0.5%
SA
87
Sovran Advisors
California
$6.17M -$453K -11,352 -7%
TFS
88
Thoroughbred Financial Services
Tennessee
$5.94M +$278K +6,968 +5%
GWM
89
Geneos Wealth Management
Colorado
$5.9M +$474K +11,865 +9%
CF
90
Centaurus Financial
California
$5.85M +$84.3K +2,111 +1%
CFB
91
Cullen/Frost Bankers
Texas
$5.72M +$1.23M +30,709 +28%
BWM
92
BNB Wealth Management
Maryland
$5.7M +$5.65M +141,567 New
AGP
93
Aspire Growth Partners
Florida
$5.68M +$131K +3,291 +2%
Jane Street
94
Jane Street
New York
$5.54M -$48.8M -1,221,276 -90%
PA
95
PFG Advisors
Arizona
$5.44M +$413K +10,341 +8%
TCG
96
Transcendent Capital Group
Oklahoma
$5.3M -$125K -3,122 -2%
CCFM
97
Clear Creek Financial Management
Washington
$5.18M +$328K +8,222 +7%
AIFS
98
A&I Financial Services
Colorado
$5.17M +$189K +4,741 +4%
EPW
99
Endeavor Private Wealth
Kansas
$5.11M +$351K +8,797 +7%
WWM
100
Western Wealth Management
Colorado
$5.06M +$521K +13,042 +12%