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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
101
EverSource Wealth Advisors
Alabama
$627K +$6.45K +245 +1%
BAM
102
Belpointe Asset Management
Nevada
$598K -$100K -3,813 -15%
SN
103
Sittner & Nelson
Oregon
$597K +$75.1K +2,850 +16%
NFG
104
Nations Financial Group
Iowa
$587K +$87K +3,302 +19%
Creative Planning
105
Creative Planning
Kansas
$574K +$36.9K +1,402 +7%
OC
106
Oppenheimer & Co
New York
$574K -$3.95K -150 -0.7%
GRP
107
Global Retirement Partners
California
$534K +$109K +4,133 +28%
HAIM
108
Hunter Associates Investment Management
Pennsylvania
$508K
SFC
109
Swisher Financial Concepts
Ohio
$504K +$472K +17,912 New
AG
110
Ascent Group
Virginia
$503K -$7.01K -266 -2%
SFG
111
Seamount Financial Group
Colorado
$481K +$448K +17,007 New
RIL
112
Rothschild Investment LLC
Illinois
$478K +$445K +16,886 New
WS
113
Wedbush Securities
California
$475K +$131K +4,987 +42%
BFA
114
Bill Few Associates
Pennsylvania
$469K
EA
115
Everpar Advisors
Oklahoma
$456K +$424K +16,106 New
LA
116
Latitude Advisors
Florida
$455K +$53.8K +2,044 +15%
SWM
117
Silverlake Wealth Management
Vermont
$449K +$3.4K +129 +0.8%
BFA
118
Beacon Financial Advisory
Ohio
$444K +$18.2K +692 +5%
LWM
119
LongView Wealth Management
Georgia
$431K +$404K +15,334 New
PFGIA
120
Patriot Financial Group Insurance Agency
Massachusetts
$431K +$98.9K +3,754 +33%
WIC
121
Woodmont Investment Counsel
Tennessee
$429K -$109K -4,140 -21%
Citadel Advisors
122
Citadel Advisors
Florida
$407K +$379K +14,393 New
CCA
123
Cravens & Co Advisors
Tennessee
$406K +$922 +35 +0.2%
HP
124
Holistic Planning
Texas
$405K +$377K +14,324 New
HAS
125
HBW Advisory Services
California
$399K +$83.6K +3,174 +29%