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Capital Group Core Equity ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
126
Global Retirement Partners
California
$1.39M +$112K +3,203 +9%
SFS
127
Sowell Financial Services
Arkansas
$1.36M -$193K -5,507 -12%
CFB
128
Cullen/Frost Bankers
Texas
$1.34M +$477K +13,603 +55%
CIA
129
Concurrent Investment Advisors
Florida
$1.33M +$216K +6,175 +19%
AFM
130
Armstrong Fleming & Moore
District of Columbia
$1.33M +$190K +5,420 +17%
LF
131
Lantz Financial
Illinois
$1.3M +$77.3K +2,206 +6%
PIA
132
Perennial Investment Advisors
California
$1.29M +$1.3M +36,974 New
CFA
133
CWS Financial Advisors
Michigan
$1.27M +$222K +6,334 +21%
WIP
134
WealthCare Investment Partners
Rhode Island
$1.26M +$3.85K +110 +0.3%
IFG
135
Independent Financial Group
California
$1.25M +$379K +10,801 +43%
MWM
136
Meridian Wealth Management
Kentucky
$1.23M
PPWP
137
Premier Path Wealth Partners
New Jersey
$1.21M
KFGK
138
Keystone Financial Group (Kentucky)
Kentucky
$1.19M +$1.2M +34,123 New
LA
139
Latitude Advisors
Florida
$1.19M +$121K +3,455 +11%
AIM
140
Advyzon Investment Management
Illinois
$1.19M +$1.19M +33,957 New
Capital International Investors
141
Capital International Investors
California
$1.17M -$631 -18 -0.1%
NFG
142
Nations Financial Group
Iowa
$1.15M +$75.8K +2,162 +7%
1WA
143
180 Wealth Advisors
Washington
$1.1M -$3.08K -88 -0.3%
MSAM
144
Moloney Securities Asset Management
Missouri
$1.07M +$396K +11,309 +59%
JP Morgan Chase
145
JP Morgan Chase
New York
$1.07M +$970K +27,663 +943%
Cerity Partners
146
Cerity Partners
New York
$1.06M +$237K +6,757 +29%
FA
147
Faithward Advisors
Pennsylvania
$1.05M +$52.7K +1,505 +5%
BL
148
Balentine LLC
Georgia
$1.02M
FHC
149
First Heartland Consultants
Missouri
$1.01M +$117K +3,332 +13%
TWM
150
Trueblood Wealth Management
Ohio
$982K +$349K +9,964 +55%