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Capital Group Core Equity ETF
CGUS
CGUS
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FP
101
Financial Perspectives
Minneapolis,
Minnesota
| $36.3K | – | – | – |
|
|
CSPIA
102
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $34.5K | -$2.11M | -90,653 | -98% |
|
|
LFG
103
Larson Financial Group
St Louis,
Missouri
| $24.5K | – | – | – |
|
|
BC
104
Barrett & Company
Providence,
Rhode Island
| $23.3K | +$9.33K | +400 | +68% |
|
|
WWP
105
WR Wealth Planners
Columbia,
Missouri
| $10.4K | – | – | – |
|
|
WAS
106
Winch Advisory Services
Appleton,
Wisconsin
| $10K | +$10K | +430 | New |
|
|
IWP
107
IAG Wealth Partners
Waukesha,
Wisconsin
| $8.41K | +$8.28K | +355 | New |
|
|
PFS
108
Prospera Financial Services
Dallas,
Texas
| – | -$200K | -8,918 | Closed |
|
109
Rockefeller Capital Management
New York
| – | -$90K | -4,024 | Closed |
|
|
AF
110
Affiance Financial
St. Louis Park,
Minnesota
| – | -$20.2K | -900 | Closed |
|
111
Fidelity Investments
Boston,
Massachusetts
| – | -$562 | -25 | Closed |
|