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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
H
126
HoyleCohen
California
$216K
OL
127
Owen LaRue
Kentucky
$212K +$219K +8,451 New
LA
128
Lynch & Associates
Indiana
$206K +$213K +8,207 New
HGERS
129
Householder Group Estate & Retirement Specialist
Arizona
$205K +$212K +8,169 New
PCIA
130
Prime Capital Investment Advisors
Kansas
$201K +$207K +8,000 New
FHA
131
First Horizon Advisors
Tennessee
$172K +$178K +6,851 New
SPIA
132
Steward Partners Investment Advisory
New York
$160K +$8.81K +340 +6%
TWM
133
Tradition Wealth Management
Minnesota
$134K +$259 +10 +0.2%
MSFP
134
Mark Sheptoff Financial Planning
Connecticut
$133K +$137K +5,290 New
Morgan Stanley
135
Morgan Stanley
New York
$124K +$56K +2,159 +77%
PTC
136
Private Trust Company
Ohio
$116K +$16K +617 +15%
AF
137
Allworth Financial
California
$115K
AF
138
Advisornet Financial
Minnesota
$103K +$26 +1 +0%
CFD
139
Creative Financial Designs
Indiana
$72.8K +$5.42K +209 +8%
LFG
140
Larson Financial Group
Missouri
$51.1K
IA
141
IFP Advisors
Florida
$50.1K +$104 +4 +0.2%
WWP
142
WR Wealth Planners
Missouri
$40K +$13.1K +505 +46%
FP
143
Financial Perspectives
Minnesota
$38.6K +$130 +5 +0.3%
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
$32.8K +$33.9K +1,308 New
BC
145
Barrett & Company
Rhode Island
$24.8K +$26 +1 +0.1%
WAS
146
Winch Advisory Services
Wisconsin
$11K
IWP
147
IAG Wealth Partners
Wisconsin
$8.91K
GI
148
Gradient Investments
Minnesota
$50 +$52 +2 New
BFS
149
Bard Financial Services
Connecticut
-$1.1M -43,000 Closed
Cerity Partners
150
Cerity Partners
New York
-$279K -10,871 Closed