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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWM
101
Western Wealth Management
Colorado
$225K +$1.22K +50 +0.6%
DA
102
Detalus Advisors
Missouri
$221K -$55.9K -2,291 -21%
H
103
HoyleCohen
California
$221K
SPIA
104
Steward Partners Investment Advisory
New York
$155K -$394K -16,126 -73%
TWM
105
Tradition Wealth Management
Minnesota
$137K +$7.57K +310 +6%
AF
106
Allworth Financial
California
$118K
AF
107
Advisornet Financial
Minnesota
$105K -$15.2K -623 -13%
PTC
108
Private Trust Company
Ohio
$103K
IGWM
109
ICA Group Wealth Management
Colorado
$92.2K +$22.4K +916 +34%
Morgan Stanley
110
Morgan Stanley
New York
$71.7K
CFD
111
Creative Financial Designs
Indiana
$69.1K -$4.66K -191 -7%
LFG
112
Larson Financial Group
Missouri
$52.3K +$24.4K +1,000 +97%
IA
113
IFP Advisors
Florida
$51.1K -$40.9K -1,675 -46%
FP
114
Financial Perspectives
Minnesota
$39.3K
WWP
115
WR Wealth Planners
Missouri
$27.9K +$15.9K +650 +148%
BC
116
Barrett & Company
Rhode Island
$25.3K +$49 +2 +0.2%
WAS
117
Winch Advisory Services
Wisconsin
$11K
IWP
118
IAG Wealth Partners
Wisconsin
$9.12K
JP Morgan Chase
119
JP Morgan Chase
New York
-$4.17M -178,287 Closed
FTUS
120
Flow Traders U.S.
New York
-$1.07M -45,268 Closed
CF
121
Centaurus Financial
California
-$217K -9,166 Closed