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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WWP
101
WR Wealth Planners
Missouri
$1.07M +$208K +6,655 +25%
SFG
102
Seamount Financial Group
Colorado
$1.06M +$312K +9,987 +44%
MFA
103
Mayflower Financial Advisors
Massachusetts
$1.05M +$139K +4,439 +16%
LF
104
Lantz Financial
Illinois
$1.04M +$39.7K +1,271 +4%
1WA
105
180 Wealth Advisors
Washington
$1.04M +$26.9K +862 +3%
GRP
106
Global Retirement Partners
California
$1.03M +$281K +8,984 +39%
Bank of America
107
Bank of America
North Carolina
$1M +$972K +31,112 +518,533%
SFC
108
Swisher Financial Concepts
Ohio
$997K +$264K +8,467 +38%
SN
109
Sittner & Nelson
Oregon
$985K +$61.8K +1,980 +7%
LA
110
Latitude Advisors
Florida
$973K +$257K +8,218 +37%
AFM
111
Armstrong Fleming & Moore
District of Columbia
$921K -$23.1K -741 -3%
TWP
112
Tempus Wealth Planning
California
$916K +$331K +10,606 +60%
NFG
113
Nations Financial Group
Iowa
$899K +$109K +3,500 +14%
EH
114
Equitable Holdings
New York
$890K +$313K +10,016 +57%
CIA
115
Concurrent Investment Advisors
Florida
$871K +$843K +27,011 New
CFA
116
CWS Financial Advisors
Michigan
$858K +$123K +3,931 +17%
FHC
117
First Heartland Consultants
Missouri
$838K +$22.4K +717 +3%
CC
118
Cypress Capital
Tennessee
$835K +$418K +13,370 +107%
EWA
119
EverSource Wealth Advisors
Alabama
$825K -$48K -1,536 -6%
CMAI
120
Capital Management Associates Inc
Minnesota
$804K +$779K +24,938 New
AF
121
Allworth Financial
California
$793K -$33K -1,057 -4%
BAM
122
Belpointe Asset Management
Nevada
$765K +$24.6K +789 +3%
BTWM
123
Baker Tilly Wealth Management
Wisconsin
$731K -$191K -6,105 -21%
IFG
124
Independent Financial Group
California
$723K +$380K +12,184 +119%
CWC
125
Carolinas Wealth Consulting
North Carolina
$712K +$688K +22,038 New